Inventory

Stock batches, expiry and traceability

Follow tracked lots from physical receipt or production output to their subsequent use.

3 min read

Follow tracked lots from physical receipt or production output to their subsequent use.

Step by step

  1. 1Enable the applicable batch settings and product batch/expiry tracking before using the lot-based workflow.
  2. 2Record manufacture and required expiry information when receiving tracked goods or production output.
  3. 3Open Stock Batches, select the relevant scope and inspect the lot quantity and trace information.
  4. 4Use the available batch selections when issuing production materials or delivering tracked products.
  5. 5If FEFO suggestions are enabled, review earliest-expiry suggestions before confirming the actual lot used.

A suggested lot is not automatically issued. Confirm the actual batch and quantity; do not describe planned supply as physically received stock.