Lot Tracking
Lot tracking assigns a unique lot number to a batch of items and follows that batch across locations and inventory stages.
Overview
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Batch control & expiry: Maintains batch control and expiration visibility.
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Traceability : Provides traceability for quality control and recall handling.
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Multi-location accuracy : Supports multi-location management with accurate lot balances.
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Data integrity : Improves inventory integrity by capturing lot history and adjustments.
Where to Access
- Users (admin / common) can access and utilize lot tracking via Inventory column (Inventory: Lot List: Add New)
Key Attributes
Behavior
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Lots are tracked across locations and throughout inventory processes.
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Important (conversion): Converting an existing item to lot-tracked requires first zeroing out quantity and value via an adjustment (note total value for later reloading).
Using lots in transactions
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Receiving: Assign a lot number on Item Receipts or as outputs of builds/processes.
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Shipping/usage: Select the specific lot from a dropdown on shipments/other transactions.
Adding lot numbers & quantities
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Manual/scan lot numbers during receipt.
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Use Auto lot numbers (check box on transactions).
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For adjustments of new lots : create the lot in the Lots list , then use it in the adjustment.
Managing lots across locations
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Lot quantities can be spread over multiple locations.
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Use Lot Stock Status report to view lot quantities across all locations.
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When transferring lot-tracked items, specify the lot numbers involved.
Adjusting lot-tracked items
- Items → Adjustment → New → select the lot-tracked item , specify lot number , enter quantity adjustment.
Viewing lot history
- Items → Lot → click a lot number to view its history.
Key Functions
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Enable lot tracking on an item (per-item toggle on the Inventory tab).
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Receive lot-tracked items (assign lot numbers on Item Receipt or build/process output).
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Ship/use specific lots (choose the lot on the transaction line).
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Transfer lots between locations (specify lot numbers).
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Adjust lot quantities for a given lot (Adjustment).
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Review status & history (Lot Stock Status report; Lot history page).
Related Features
For more detailed information on managing lot-tracked items, please refer to the specific sections in this documentation.