Issuing an Item with a Lot Number

Firstly, before issuing a product with a lot  number, you need to add a product that is tracked by lot number, and then assign a lot number to this product.

• To learn more about how to add a product tracked by the lot number, you can review the guide “Tracking Products by Lot Number“.
• To learn more about how to assign a lot number to a product, you can review the guide “Assigning lot Number to the Product“.

Issuing the Product from Requisitions

1. Click on “Inventory” from the main menu.
2. Click on “Manage Requisitions“.
3. Click on the “Add” button.
4. Select “Manual Outbound” from the dropdown menu.
5. Enter the requisition data as required. For more details on how to input the requisition data, refer to the guide “Creating an Outbound Requisition“.
6. In the “Items” field, select the product tracked by the lot number that you want to issue from the dropdown menu.
7. From the dropdown menu below the item name, select the lot number of the product you want to issue.
   • Note: The list of products with lot numbers available in stock should be the ones you select from, as products with lot numbers that have already been issued won’t appear.
8. Click on the “Confirm” button to save the actions you’ve taken.

Issuing the Product from a Sales Invoice

1. Click on “Sales” from the main menu.
2. Click on “Create Invoice“.
3. Enter the sales invoice data as required.
4. In the “Items” field, select the product tracked by the lot number that you want to issue from the dropdown menu.
5. From the dropdown menu below the item name, select the lot number of the product you want to issue.
   • Note: The list of products with lot numbers that you can select from should be available in stock. Products with lot numbers that have already been issued won’t appear.
6. Complete the rest of the sales invoice data as required. For more details on how to input the invoice data, refer to the guide “Creating a Sales Invoice“.
7. Click on the “Save” button.

• Note: If the “” feature is enabled, the lot numbers are determined from the outbound requisition associated with the sales invoice, which can be found in the “Requisitions” tab when viewing the invoice.