Stock Extra: Lot Numbers

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Lot Tracking.

The primary goal of lot tracking is to improve inventory management. Use 'Lot Tracking' if the number of items in a box can vary.

 

For example, during the manufacturing process, issues may arise where too much or too little is produced. This is resolved during the GRN process; the system generates a barcode that includes the lot number and quantity.

 

During stock take, simply scan the barcode, and the system will automatically calculate the quantities. This eliminates the need for manual entry, as the system does it automatically.

 

During the sales process the generated Lot / Quantity code can also be used to ensure that the correct quantity inventory is sold.

 

Each Lot Contains the Following Information:

-Lot number: SI system assigned.

-Lot reference: Supplier or self-assigned.

-Expiry Date: Can be blank.

-Active: Items are on hand and has not expired.

 

In order to use the Smart-IT Lot tracking function, follow these easy steps:

 

Step 1: Setup

 

Go to Stock > Stock Options

Inventory_Options_Lot

 

Ensure “Generate MPLU for Lot/Qty” is selected.

The 'Goods Receiving Label Quantity Default' should be set to one.

Deselect  'Add item – Jump to if already on GRN'

 

Step 2: Stock

The stock item needs to be set up for Lot tracking.

Go to Stock > Additional Info > and select 'Lot Tracking'

 

Step 3: GRN (GRV)

Stock >Goods Receiving

When creating a good receiving note for the item, ensure that the 'Lot Number' is added.

 

GRV_Lot

 

The amount of labels which are required to be printed can also be added in the 'Labels' column.

The system will automatically generate a 'MPLU Barcode' for a lot and quantity combination once the lot has been processed (see image below).

 

Stock_Main_MPLU_Barcode_Lot

 

 

Printing Lot Labels for this GRN:

Click on the Labels button then preview or print the MPLU. You need to select a label report to use.

Lot_LabelsClick on Labels then preview or print the MPLU. You

 

Lot_Label_Act

 

The label can now be printed.

The system will automatically create the multiple barcodes on the stock item

 

 

Lot Invoicing:

 

Lot_Invoicing

 

Adding a lot item on an invoice you will be required to type in the lot ref or select it by clicking on the three dots(…) in the lot ref cell.

The MPLU number can also be used when invoicing or using a barcode scanner:

Please note that scanning the generated MPLU will automatically fill in the lot and qty.

 

 

Lot Tracking

To view all lots for a specific stock item go to:

Stock > Stock Extra > Lot Tracking > Lots

 

Stock Take

Stock take needs to be done by Lot. Each Lot has its own line that needs to be counted.  If the stock take is done by CSV import and the barcode for the Lot MPLU is used, the system will add the qty counted per lot.

Keywords: Lot Reference,Lot Tracking