Assigning the Lot Number to a Product

Before assigning a lot number to a product, you first need to add a product with a tracking system using the lot number. To learn more about how to add a product tracked by lot number, you can refer to the guide “Tracking Products by Lot Number”.

Assigning a Lot number on Requisitions

1. Click on “Inventory” from the main menu.
2. Click on “Manage Requisitions”.
3. Click on the “Add” button.
4. Select “Manual Inbound” from the dropdown menu.
5. Enter the requisition data as required.
6. In the “Items” field, select from the dropdown menu the product tracked by the lot number that you want to assign a lot number to.
7. In the “Lot” field below the invoice, select the lot number for the product you selected above.
   • Note: In case there are multiple lot numbers for the same type of added product, you can select the product multiple times in the invoice items table with different lot numbers as needed.
8. Complete the remaining requisition data as required. For more details on how to enter requisition data, consult the guide “Creating a Requisition”.
9. Click the “Confirm” button to save the actions you have taken.

Assigning a Lot Number on a Purchase Invoice

1. Click on “Purchases” from the main menu.
2. Click on “Purchase Invoices”.
3. Click on the “New Purchase Invoice” button.
4. Enter the purchase invoice data as required.
5. In the “Items” field, select from the dropdown menu the product tracked by the lot number that you want to assign a lot number to.
6. In the “Lot” field below the item, enter the lot number for the product you selected above.
   • Note: In case there are multiple lot numbers for the same type of added product, you can select the product multiple times in the invoice items table with different shipment numbers as needed.
7. Complete the remaining purchase invoice data as required. For more details on how to enter purchase data, consult the guide “Add Purchase Invoice”.
8. Click on the “Save” button.

• Note: In case the “Requisitions for Purchases and Sales” feature is enabled, the lot number is added from the inbound requisition related to the purchase invoice, found under the “Requisitions” tab when viewing the invoice.