Lot Numbered Items
Lot items track the purchase, stock, and sale of a group or quantity of items by assigning a specific number to the group or quantity. For example, a food distributor can track goods by assigning a lot number and expiration date to a group of perishable products.
Lot numbered item records track the quantity of items and the specific cost for each lot as products are purchased and sold. On the lot number record, you can identify an expiration date and enter notes about the lot.
Lot Numbered Items With Bin Management
If you use Advanced Bin / Numbered Inventory Management, you can use lot numbered items with bin management. For more information, see Advanced Bin / Numbered Inventory Management.
Inventory Detail Selector
With Advanced Bin / Numbered Inventory Management, you can click the Inventory Detail icon on transactions to add or remove serialized inventory. When you click the Inventory Detail icon, a popup window lets you select or edit the quantity and serial number appropriate for the transaction.
You can display the Inventory Detail icon in the following two ways:
-
Arrow
– The arrow icon indicates that the inventory detail is available for the item and needs to be configured. It appears only in edit mode for a transaction. -
Check mark
– The check mark icon indicates that you have already configured the inventory detail for this item. It appears in view mode for transactions, and in edit mode after you configure the inventory detail.
Permissions for the inventory detail selector are inherited from its parent transaction. For example, to edit the inventory detail from a sales order, you must have permission to edit the sales order. For more information, see Standard Roles Permissions Table.
Custom Information about Lot Numbered Item Records
Lot numbered inventory records can be customized with item number fields. These fields let you track information specific to each item or workflow unique to your business, such as quality control procedures or recall information.
When you receive lot numbered inventory from vendors, you can enter a memo or custom information about the item. To do so, click the Open icon next to the Lot number when viewing an item receipt.
After you enter information in custom item number fields, you can search for items on sales transactions based on the custom information. On sales transactions, you can search for lot numbers based on custom information from the inventory number record. For more information, see Customizing Lot or Serial Numbered Item Records.
Related Topics
- Enabling Lot Numbered Inventory
- Creating Lot Numbered Items
- Receiving a Purchase Order With a Lot Numbered Item
- Selling and Fulfilling Lot Numbered Items
- Building a Lot Numbered Assembly
- Viewing Lot Numbered Inventory Item Records
- Selecting Lot Numbers on Transactions
- Lot Auto Numbering SuiteApp
- Allergen Statements SuiteApp
- Item Records for Data Tracking
- Groups, Assemblies, and Kit/Packages
- Item Groups
- Kit/Package Items
- Matrix Items
- Serial Numbered Items
- Customizing Lot or Serial Numbered Item Records
- Drop Ship Items
- Special Order Items
- Gift Certificates
- Inventory Items
- Service Items
- Download Items
- Discount Items
- Subtotal Items
- Description Items
- Markup Items
- Expense Items
- Non-Inventory Items
- Other Charge Items
- Payment Items
- Item Types