Manage Lot Numbers and Expiration Dates in Skustack

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.

Before working with lot numbers and expiry dates, ensure that all settings were configured correctly in Sellercloud and Shipbridge.

Add Lot Numbers and Expiry Dates

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. Go to the Manage Bin module.
  2. Open the bin and select the product you want to adjust the quantity for.
  3. Scan or enter the adjusted quantity.
  4. Tap the More Lot/Expirys button on the dialog.
  5. You can either select an existing lot from the list or start typing to search for the lot number – The list will filter as you type.
  6. If the lot number does not exist yet, a calendar will appear on the dialog and you will need to select the expiration date and tap Add New Lot Expiry.
    adding lot numbers and expiries
Note: There can be hundreds of lot numbers in the system and Skustack cannot show them all. If you type in a lot number that already exists but is not included in the list of lot numbers on the dialog, you can choose the correct expiration date and the system will select the existing matching lot number rather than creating a duplicate.

Select a Lot Number When Inventory is Leaving the Bin

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. Go to the Manage Bin module.
  2. Open the bin and select the product you want to adjust the quantity for.
  3. Scan or enter the adjustment quantity.
  4. The Select Lot Number dropdown will appear with the available lot numbers. It will also include the expiration date, bin, and qty for each lot number.
  5. The lot number selected needs to have enough qty in the bin that is selected. You will not be allowed to pick or adjust down more units of a lot number than are available in the selected bin.Selecting a Lot Number When Inventory is Leaving the Bin

Access Lot Numbers in Skustack

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

  1. In the Product Info module:
    1. Go to the Product Info module.
    2. Search for the product.
    3. Open the Lot Expirys.
    4. You will see a list of all lot numbers on the product and which bin they are in as well as the qty.lot numbers in Product Info module
  2. In the Product Bins module:
    1. Open the Product Bins module.
    2. Search for the product.
    3. Swipe left on a bin row.
    4. Tap the Lot/Expiry button to see the lot numbers in that bin, as well as the qty and expiration date.lot numbers in Product Bins module
Lot numbers for independent kits work a bit differently than for non-kits. Learn more here.

 

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