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Introduction to Lots

Starting from a receiving screen:

image-20250730-053502.png

During receiving you’ll enter the following:

  • Cost

  • Quantity to Receive

  • Lot Number

  • Lot (batch) Description

After receiving you’ll see the following:

image-20250730-053525.png

The details are recorded with the item receipt.  However, you can enter additional information in:

  • Lot Details

  • Expiry Date

  • Lot Number (if you made a mistake during receiving it can be fixed here before confirming)

After receiving you can view lot receipt details by again editing the item and clicking on the RECEIVE LOG button:

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A list of all lots every received will appear with the most recent receipts at the top of the list, ordered by date.

Highlight any of the lots and click on the LOT DETAILS button:

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This will reveal the Lot Details you recorded during receiving:

image-20250730-061343.png

The LOT DETAILS description can be changed here.

Finally, from the inventory search screen (and a number of other screens that allow you to drill-down into LOT details) you will:

  • Search for the item

  • Highlight the item

  • Click o the LOT DETAILS icon

image-20250730-071132.png

This will reveal all LOT details, and for every lot:

image-20250730-061627.png

 

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