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.
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:
- Go to the Manage Bin module.
- Open the bin and select the product you want to adjust the quantity for.
- Scan or enter the adjusted quantity.
- Tap the More Lot/Expirys button on the dialog.
- 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.
- 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.
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:
- Go to the Manage Bin module.
- Open the bin and select the product you want to adjust the quantity for.
- Scan or enter the adjustment quantity.
- 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.
- 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.
Access Lot Numbers in Skustack
There are several ways to find information about lot numbers in Skustack:
- In the Product Info module:
- In the Product Bins module: