Lot Tracking

Lot tracking assigns a unique lot number to a batch of items and follows that batch across multiple locations and inventory stages. This is essential for maintaining product quality, managing shelf life, and meeting strict regulatory compliance requirements.

Overview

Batch Control & Expiry: Maintains batch-level control and real-time expiration date visibility.
Traceability: Provides end-to-end traceability for quality control, mock recalls, and real-world recall handling.
Multi-Location Accuracy: Supports accurate lot balances and sub-allocations across multiple facilities.
Data Integrity: Safeguards inventory data records by capturing comprehensive lot histories and specific adjustment logs.

Where to Access

Turn on the feature: Settings ▸ General ▸ Tracking Settings ▸ enable Enable Lot Tracking (company-wide, required before any item can use lots).
Manage lots: Navigate to the left sidebar menu and select Inventory ▸ Lot. Click the Add New button in the top-right corner to manually register a new lot profile inside the system.

Key Attributes

Core Lot Behavior

Lots are tracked across locations and throughout inventory processes.

⚠️ Important Transition Rule: Turning on lot tracking for an item that already has stock does not erase or require pre-zeroing that stock. When you check Track Lot Numbers on an item with existing quantity, the system detects the stock is not yet lot-initialized and prompts you to Adjust Stock. That guided adjustment shows your current on-hand quantity and lets you assign a lot number directly to it — the existing value is preserved, not zeroed and reloaded.

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.
Turn on Auto Lot Number on the item (Inventory tab) with an Auto Lot Number Format — matching transactions then generate the lot number automatically when you enter a quantity, instead of you typing one in.
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

Navigate to Inventory ▸ Lot and click on any hyperlinked Lot Number string to load its specialized history card, tracking every receipt, transfer, and shipment event.

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

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