Setting Up Product Tracking with Lot Number

Prerequisites

Product Tracking Activation is a prerequisite from Inventory Settings.

Please follow the tutorial “Activating Product Tracking” for more information and a step by step guide.

Select “Inventory” using the drop-down menu.
Select “Products & Services“.
Add a new product or edit an existing one following the tutorials “Adding a Product” or “Editing a Product” as required.
Input the product’s Inventory Information
- Tracking Type: Select “Lot Number” using the drop-down menu.
- Set the product’s “Low Stock Threshold” as required.
Click “Save“.
- Note that the Tracking Type cannot be changed once set.

Adding a stock quantity to a product tracked by the lot number can be done in two ways

Select “Inventory” from the navigation menu.
Select “Manage Requisitions“.
Click the button “Add“.
Select “Manual Inbound” using the drop-down menu.
Select the product with lot number tracking using the drop-down meu under “Items“.
Input the product’s “Lot Number“.
Click “Confirm“.
- For more information, please refer to the tutorial “Adding a Manual Inbound Requisition“.

Select “Sales” from the navigation menu.
Select “Create Invoice“.
Input the invoice details following the detailed tutorial “Creating an Invoice“.
Select the product with lot number tracking using the drop-down meu under “Items“.
Input the product’s “Lot Number“.
- Note that you can input more than one lot number for the same product by reselecting the product in a new row and inputting the required lot number.
Proceed with the invoice creation.
Save the invoice following the detailed tutorial “Previewing and Saving an Invoice“.