The Lot Control system lets you track shipments and receipts by lot number for lot controlled products. Lot control also allows you to track quantities by location from receipt to sale
Lot Control
- Products are designated as lot controlled product by checking the Lot Controlled check box on the Product Details screen
- For Lot Controlled products, a Lot No is required when products are received
- Similarly sales of Lot Controlled products require entry of the Lot No during Order creation or Ship Confirmation
- The lot number will be displayed on invoices
- The Lot master keeps a complete record of the history of the product from PO Receipt to sale to a customer
- Go to Settings > Value Lists > Product Only > Lots, to see a list, edit a record or create a new record
Lot Control Details
Lot Details General Tab: Fields
| Buttons and Functions | Description |
| Active check box | To view an inactive account, use the Advanced Search to select inactive accounts. |
| Manufacturing Date | Date the lot was manufactured. |
| Expiry Date | Lot expiration date. |
| Certificate No. | Certificate number. |
| Notes | Notes relating to this lot. |
| Locations | Location number for the lot. |
| Manufacturing Date | Date the lot was manufactured. |
Lot Details General Tab: Display Area
- List of transactions “Document History” and their effect on inventory balance for this lot
| Buttons and Functions | Description |
| Type | Type of transaction. Purchase Orders and PO Receipts are type “P”. Invoices are type “I”. Lot Adjustments are type “A”. |
| Document No. | Document ID number. A document is a record of the transaction. Click link to bring up document summary. |
| Date | Date of the transaction. |
| Time | Time of the transaction. |
| Qty | Quantity involved in the transaction. |
| Beginning Balance | Inventory balance before the transaction. |
| Ending Balance | Inventory balance after the transaction. |