Overview
Tab Path: Inventory > Product Lots
Product Lots help you track groups of stock that share the same lot number, expiry period, or production details. This is useful when traceability matters.
Use this forExpiry-sensitive, regulated, or batch-controlled items.
Main valueBetter traceability and easier stock-quality follow-up.
Useful reviewLot list, lot aging, and lot on-hand reporting.
Why Use Lots
| Business Need | How Lots Help |
|---|---|
| Expiry control | Track expiry and best-before dates for stock rotation and stock-quality review. |
| Traceability | Identify which batch was received, sold, or held in stock. |
| Vendor batch follow-up | Record the related vendor or lot reference for supplier review. |
Lot Details
| Field | Meaning |
|---|---|
| Lot Number | The batch or lot identifier used for tracking. |
| Expiry Date | The final date after which the lot should no longer be used or sold according to your policy. |
| Best Before | The recommended quality date, which may be earlier than the final expiry date. |
| Production Date | The date the lot was produced or manufactured. |
| Status | Helps users know whether the lot is active or otherwise restricted in use. |
| Item / Vendor | Links the lot to the correct product and supplier context. |
| Notes | Useful for extra handling or traceability comments. |
Lot List And Reports
- Product Lot List: review lots by status and location.
- Product Lots List report: review lot master information.
- Product Lots Aging report: review lots by age for stock control.
- Product Lot On-Hand report: review available stock by lot.
Tip: These reports are especially helpful for expiry review and stock rotation planning.
Suggested Workflow
- Create or review the lot when a lot-controlled item is received or maintained.
- Enter the lot number and the relevant production, best-before, or expiry dates.
- Save the lot with the correct item and status.
- Use the lot list and reports regularly to review aging and expiry exposure.
Best Practice
- Use a consistent lot numbering method where possible.
- Enter expiry and best-before dates carefully because they support real stock decisions.
- Review lot aging reports regularly if you carry expiry-sensitive stock.