Product Lot Allocation Guide

A practical lot-control guide for businesses that track stock by expiry, batch, or lot.

Inventory & POS Lot Control End-User Guide

Overview

Lot control matters when stock must be traced by batch or expiry rather than only by total quantity.

Where To Find It

Path: Inventory > Product Lots

Use lot-allocation screens when quantity must be assigned to a specific lot or batch record.

How It Works

QBM provides lot-detail, lot-selection, and allocate-new-lot-quantity workflows so users can decide which lot is being used or increased.

Main Areas

Area What It Means When To Use It
Lot selection Lets the user choose the correct lot for the stock action. Use it when multiple lots exist for the same product.
Lot quantity allocation Assigns quantity to the chosen lot or batch. Use it when a movement must be tied to a specific lot.
Lot detail context Shows the specific lot record behind the allocation decision. Use it when expiry or batch identity matters.

Recommended Workflow

  1. Open the lot workflow from the product or inventory action involved.
  2. Choose the correct lot based on expiry, batch, or business rule.
  3. Allocate the quantity to the lot carefully.
  4. Save and review the result if further lot-controlled work depends on it.

Best Practice

  • Choose lots consistently according to the business picking rule.
  • Be careful with expiry-sensitive stock.
  • Review lot history whenever allocation decisions affect traceability.