Overview
Lot reports are designed for businesses that track product batches, lot numbers, expiry, or traceability. They help teams answer practical questions such as which lots are available, which lots are aging, and which transactions affected a particular lot.
Related guide: Use this guide together with the operational Product Lots Guide when users need both setup and reporting help.
Reports Covered
| Report | Use It For |
|---|---|
| Product Lots List Report | Review the main list of lots and their basic identifying details. |
| Product Lot Aging Report | Review lot age and support expiry or stock-rotation control. |
| Product Lot Transactions Report | Review the transaction history for a lot, including movement by date, item, store, transaction type, and business partner where applicable. |
Common Filters
| Field Or Option | What It Means |
|---|---|
| Date / Date Range | Limits the review to the movement period being analyzed. |
| Item | Focus the report on one product. |
| Product Lot | Focus the report on one batch or lot number. |
| Store / Location | Review lot activity by warehouse, branch, or stock location. |
| Transaction Type | Review only the type of lot movement you want to investigate. |
| Partner | Where supported, review lot transactions linked to a supplier or customer. |
Suggested Workflow
- Use Product Lots List to confirm the lot exists and identify it correctly.
- Use Product Lot Aging when the question is about expiry, stock age, or rotation.
- Use Product Lot Transactions when you need full traceability for one lot.
- Apply store, item, or transaction-type filters to narrow the result to the exact business question.
Best Practice
- Use lot-aging reports regularly for products with expiry control.
- Use transaction history when customers, auditors, or quality teams need traceability.
- Keep lot assignment accurate during receiving, sales, and stock movement, or lot reports will lose value.
Important: Lot reports depend on users selecting the correct lot during stock movement. Missing or incorrect lot assignment will reduce traceability.