Manage Lot Numbers and Expiration Dates (Mobile App)

Overview

Skustack is the primary tool used to manage lot numbers and expiration dates. There are various scenarios where you will need to deal with lot numbers and expiration dates, such as when expirable inventory is received (e.g., receiving POs or transfers, positive adjustments, etc.), where a lot number/expiry date needs to be added. Similarly, when inventory goes out (e.g., picking, negative adjustments), an existing lot number must be selected to deduct from. For other scenarios like receiving RMA's or warehouse inventory transfers, it is usually necessary to select a lot number that was shipped with the order/transfer. If no lot number is selected during shipping, you will have the option to create a new one.

Prerequisites

Before working with lot numbers and expiry dates, ensure that all settings are configured correctly for your account:

1. To effectively track lot numbers, set up bin-enabled warehouses. Lot numbers can only be tracked through warehouses where inventory is strictly managed per bin.

   When transferring quantity out of a bin-enabled warehouse to a non-bin-enabled warehouse, the lots will be lost.

2. Enable the client setting Enable Lot Expiry Workflow in Skustack. Enabling this setting ensures that lot expiration is properly tracked and managed within the systems.

3. Contact your onboarding representative or Sellercloud Support to enable the following app setting: EnableProductLotExpiry.

4. For Independent kits, contact your onboarding representative or Sellercloud Support to enable the AutoUpdateExpirableStatusOnKitParentsBasedOnComponents app setting:

   1. This setting will not allow manual editing of the Expirable setting of independent kit parents and will make it dependent on the Expirable setting of the components.

   2. Any time IsExpirable is updated on any components, it will automatically update the kit parent.

      • When initially starting to use this workflow, this setting should be enabled before any of the components are marked as Expirable so the parent status will be updated accordingly.

      • For any parent that already has assembled quantity, a Product Lot Expiration Import plugin must be used to import the lot information. Contact your onboarding representative or Sellercloud Support for assistance.

Initial Lot Numbers Import

You can use the Product Lot Expiration Import plugin to import lot information for any expirable items that already have quantity in bins. This plugin should only be used the first time you are importing lot numbers. Contact your onboarding representative or Sellercloud Support for assistance.

Add Lot Numbers

In this section, you will learn how to add a lot number/expiry date when inventory comes in (ex: receiving POs or transfers, positive adjustments, etc). Let's look at how we would add a lot number and expiration date for positive adjustments:

1. Navigate to the Bins tab and open the required bin.

2. Select the product you want to adjust the quantity for.

3. Scan or enter the adjusted quantity (manually or by using the +/- buttons).

4. Tap Search/add lot.

5. Either select an existing lot from the list or tap +New lot.

6. Enter the Expiry date and Lot name, and tap Create new lot.

7. Tap Adjust.
   

Subtract Lot Number Inventory

Here we will select an existing lot number when inventory is leaving the bin (ex: picking, negative adjustments, etc). Let's consider the example of selecting lot number and expiry date for negative adjustments:

1. Navigate to the Bins tab, open the required bin, and select the product for which you want to adjust the quantity.

2. Scan or enter the adjustment quantity (manually or by using the +/- buttons).

3. Tap Search lot number and a list with all available lot numbers will appear. It will also include the expiration date, bin, and qty for each lot number.

4. Select a lot number with sufficient quantity. You will not be allowed to pick or adjust down more units of a lot number than are available in the selected bin. When an item is picked from a bin containing only one lot number, Skustack will automatically populate that lot number.

5. Tap Adjust.
   

View Lot Numbers

There are several ways to find information about lot numbers in the Skustack app:

1. In the Product tab, find and open the required product.

   1. Tap Lot expirys.

   2. You will see a list of all lot numbers on the product and which bin they are in as well as the qty.
      

2. In the Bins tab, find and open the required bin.

   1. Select a product and tap its three-dots menu.

   2. Tap Lot expirys icon to see the lot numbers in that bin, as well as the qty and expiration date.
      

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