Creating Lot Tracked Inventory Items

For an inventory item to use the system's lot-tracking capabilities, on the Items or Multi-Site Items form, the Lot Track check box must be selected at the individual inventory item level.

Inventory items can be both lot-tracked and serial-tracked.

To create a lot-tracked inventory item:

Open the Items or Multi-Site Items form.
Select the Controls tab.
Enter the appropriate data in the required fields for lot-tracking:
- Lot Track: Select this check box if the inventory item is to be lot-tracked.
- Issue By: Accept the default, which is Lot.
Optional fields include:
- Preassign Lots: Allow the creation of lot numbers for this inventory item before the item is received or used in a job. See Preassigning Lot Numbers for more information.
- Lot Prefix: Specify a lot prefix for this inventory item. You can specify a default here or use intelligent lot numbers.
- Backflush: If this inventory item can be backflushed, select this check box.
- Reservable: If this inventory item can be reserved, select this check box.
- Shelf Life: Enter a value in days for how long a lot can stay in inventory before it expires.
Select Actions > Save.

Note: When receiving or creating inventory, all lot-tracked items must be assigned a lot. Inventory can be assigned to either an existing lot or a new lot. Lots can be created by preassigning them, by performing any inventory transaction or by adding the new lot using the Lots form.