Purpose
In the Inventory Lot Detail page, you can utilize the Set Status function. This allows users to adjust the status of a specific inventory lot for accurate record-keeping.
What can you do with it?
The Set Status feature empowers you to categorize your inventory correctly by setting the status of a lot. This function not only helps maintain accurate inventory records but also impacts how information is reported in facility updates.
How is it done?
To set the status of an inventory lot, follow these steps:
Navigate to the Inventory Lot Detail page: Find your specific inventory lot from the list.
Select Status Type: Choose a category that accurately represents the lot from the available options. This selection is locked to ensure consistency.
Pick the Status: From the dropdown, select the appropriate status for your lot to reflect its current condition or stage.
Add a Reason: Use the text area provided to document any specific details or rationale for the status change. This information will be included in the facility updates report for clarification.
Confirm Changes: Review your selection to ensure accuracy, then submit the updates.
Important Considerations
Selecting the correct Status Type is crucial as it defines how the lot is categorized within the system.
Ensure that any status change is thoroughly thought through, as it impacts tracking and reporting.
Best Practices
Regularly review lot statuses to ensure they reflect true inventory conditions.
Document reasons for status changes comprehensively to maintain clear communication and accurate records in facility reports.