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Edit Lot in Inventory Lot Detail

Effortlessly update inventory lot details to suit your needs.

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Written by Ivan Jelinic
Updated over 3 months ago

Purpose

The Inventory Lot Detail page allows users to edit Inventory Lot details using the Edit Lot feature.

What can you do with it?

With the Edit Lot functionality, you can update essential details of your inventory lots. This ensures your inventory records remain accurate and up-to-date, reflecting any changes in lot specifics.

How is it done?

  1. Access the Inventory Lot Detail Page

    • Navigate to the specific lot you wish to edit.

  2. Editing Lot Information

    • Name: Enter the desired name for the inventory lot in the provided text field.

    • Description: Update the lot's description by typing directly into the text field.

  3. Manage Expiry Settings

    • Lot Expires?: Check the box if the lot has an expiry date.

    • Expiry Date: If applicable, use the date select tool to set the precise expiration date.

  4. Archiving the Lot

    • Archived: If the lot is inactive, you can mark it as archived by checking this option. Note that this is only possible if there is no positive inventory currently active.

Important Considerations

  • Ensure that the lot's name and description are clear and specific to maintain organized inventory records.

  • Only mark lots as archived when their inventory is zero to avoid discrepancies in stock levels.

Best Practices

  • Regularly update expiry dates and descriptions to avoid errors in inventory management.

  • Double-check all inputs before saving changes to prevent unintended modifications.

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