Purpose
In the Inventory Lots List page, the New Lot feature allows users to create a new inventory lot effortlessly.
What can you do with it?
The New Lot is a powerful tool that enables users to initiate and define a new inventory lot. This function allows users to establish essential details such as the lot's name, a brief description, and, if applicable, an expiry date, ensuring your inventory management is precise and accurate.
How is it done?
To create a new inventory lot, follow these simple steps:
Access the Inventory Lots List Page: Navigate to the Inventory Lots List page from the main menu.
Initiate a New Lot Creation: Click on New Lot to begin the process.
Enter Lot Details:
Name: Enter a unique and descriptive name for the new lot in the Text Field.
Description: Provide a detailed description in the designated Text Field to help identify the lot.
Add Expiry Information (Optional):
Lot Expires?: Check the Checkbox if this lot has a specific expiry date.
Expiry Date: If applicable, select the expiry date using the Date Select option. This ensures timely management and aligns with inventory turnover.
Final Review and Save: Review the entered details for accuracy. Once confirmed, save the new lot to the inventory list.
Important Considerations
Ensure all text fields have clear and distinctive entries to prevent confusion with other lots.
If the Lot Expires? checkbox is checked, make sure an expiry date is provided to maintain effective stock management.
Best Practices
Regularly update descriptions to reflect any changes in lot characteristics.
Monitor expiry dates closely to reduce waste and maintain the quality of inventory.
Keep lot names and details concise yet informative for easy reference and reporting.