Overview

• Batch control & expiry: Maintains batch control and expiration visibility.

• Traceability: Provides traceability for quality control and recall handling.

• Multi-location accuracy: Supports multi-location management with accurate lot balances.

• 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: Item: Add new: Inventory Tab : Track Lot Numbers)

• Users can also access and utilize lot list via Inventory column (Inventory: Lot List)

Key Attributes

Behavior

• Lots are tracked across locations and throughout inventory processes.

• 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

• Receiving: Assign a lot number on Item Receipts or as outputs of builds/processes.

• Shipping/usage: Select the specific lot from a dropdown on shipments/other transactions.

Adding lot numbers & quantities

• Manual/scan lot numbers during receipt.

• Use Auto lot numbers (check box on transactions).

• For adjustments of new lots: create the lot in the Lots list, then use it in the adjustment.

Managing lots across locations

• Lot quantities can be spread over multiple locations.

• Use Lot Stock Status report to view lot quantities across all locations.

• 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

• Enable lot tracking on an item (per-item toggle on the Inventory tab).

• Receive lot-tracked items (assign lot numbers on Item Receipt or build/process output).

• Ship/use specific lots (choose the lot on the transaction line).

• Transfer lots between locations (specify lot numbers).

• Adjust lot quantities for a given lot (Adjustment).

• Review status & history (Lot Stock Status report; Lot history page).

Related Features

• Items

• Inventory Adjustments

• Inventory Transfers

For more detailed information on managing lot-tracked items, please refer to the specific sections in this documentation.