How to Use Lot Tracking in Luminous
.svg)
- Step 1. Enable Lot Tracking for a Product
- Step 2. Create a Purchase Order (PO)
- Step 3. Receive the Inventory and Assign a Lot Number
- Step 4. View and Manage Lot Information
- Step 5. Track Lot Assignments in Orders
- Step 6. Use Lot Tracking in Assembly Orders
- Step 7. Use Lot Tracking in Pick and Pack
- Key Benefits of Lot Tracking
Lot tracking in Luminous helps you monitor and manage inventory with perishable goods or products requiring detailed tracking. Follow these step-by-step instructions to set up and use lot tracking effectively.
Step 1. Enable Lot Tracking for a Product
- Navigate to the SKUs Page in Luminous.
- Select the product for which you want to enable lot tracking (e.g., a 10-foot rod).
- Click Edit on the selected product.
- Toggle Lot Tracking to ON for this product.
- Products that don’t require lot tracking can remain off.
Step 2. Create a Purchase Order (PO)
- Go to the Purchase Orders section.
- Fill out the necessary details to place a purchase order for the selected product.
- Enter the quantity to be ordered (e.g., 10 units of 10-foot rods).
- Click Next, then Create Order to finalize the PO.
- The system will generate a new purchase order (e.g., PO number 268).
Step 3. Receive the Inventory and Assign a Lot Number
- Click Create Receiving Report on the top right.
- Fill in the required details (e.g., received date, warehouse location).
- Lookup the relevant PO and select the product (e.g., 10-foot rods).
- Enter the warehouse and location where the items are being received (e.g., Warehouse Main, Receiving).
- Assign a Lot Number:
- If the inventory belongs to an existing lot, select it from the list.
- To create a new lot:
- Click Create Lot.
- Assign a unique lot number manually (e.g., Test001) or let Luminous generate one automatically.
- Add additional details like Production Date and Expiration Date if applicable.
- Save the lot and complete the receiving process.
Step 4. View and Manage Lot Information
- Go to the Receiving page to view the received inventory:
- Locate the product (e.g., 10-foot rod).
- View the associated lot number in the details.
- Use the Lot Report:
- Navigate to Reports and search for "Lot."
- Select the Lot Report to view inventory by lot.
- Search by SKU, expiration date, warehouse, or product to see:
- Lot Number
- Original and Current Quantity
- Expiration Date
Step 5. Track Lot Assignments in Orders
- Use the Sales Order Lot Tracking Report:
- Navigate to Reports and select this report.
- View which lot numbers were assigned to specific sales orders.
- Confirm that the correct lots are being used for outgoing orders.
Step 6. Use Lot Tracking in Assembly Orders
- If the components for an assembly order have lot tracking enabled:
- Choose which lot to pull inventory from during the assembly process.
- If the finished product has lot tracking enabled:
- Generate a new lot for the finished product or add it to an existing lot.
Step 7. Use Lot Tracking in Pick and Pack
- When picking inventory, specify the location.
- Once the location is selected, choose the lot you want to pull inventory from.
Key Benefits of Lot Tracking
- Compliance: Essential for industries with regulatory requirements.
- Transparency: Easily track perishable goods and product movement.
- Efficiency: Manage inventory accurately during transfers, assemblies, and shipments.
By enabling and managing lot tracking in Luminous, you can ensure accurate inventory management and maintain compliance with regulations.
Video transcript
Turn on lot tracking for a SKU
Hey guys, this is going to be a quick tutorial about lot tracking in Luminous and how it works. On the SKUs page, if I click Edit on this 10-foot rod, for example, I can see there's a toggle to turn on lot tracking. You may have some products you don't care to track lots for, and you can leave it off. For others, you may want to turn lot tracking on.
Create a PO for the product
So let's go through how this works from start to finish. I want to create a PO for that 10-foot rod. I'll quickly fill out the information required to place a purchase order and order 10 of these rods. I'll click Next, then Create Order. Now we can see a new purchase order was created for those 10-foot rods: PO number 268.
Receive the PO and create a lot
Now I'm going to receive it and see what that looks like. On the top right, I'll click Create Receiving Report and fill out the needed info. It was received, say, today. Then I'll look up that purchase order. I can see the 10-foot rod, and I'll receive it into Warehouse Main, into Receiving.
You'll notice there's another field you can fill out: the Lot column. It shows all the existing lots. If this receipt is part of a previous lot that may have been partially received, you can add it to an existing lot.
More likely than not, though, you'll want to create a new lot. I can click Create Lot, and you can either enter a lot number yourself, or Luminous will automatically create a unique lot number. I'm going to call this one Test001. You can also include the production date, if there's one you'd like to track, and the expiration date of the product. I'll save that. The lot has been created, and the inventory has been received.
See lots on the Receiving location
Now the question is, where do we see that info inside Luminous? We just received it into Receiving. If I click into Receiving, I can see the 10-foot rod and its lot number within that location.
Lot reports
There are also other helpful reports for lot tracking. Under Reports, if you search for Lot, one of the most helpful is the Lot Report. Here I can see inventory by lot and search by SKU, expiration date, warehouse or product. I can see the lot number, the original and current quantity, and the expiration date.
We also have reports showing which orders got which lot number. The Sales Order Lot Tracking Report is very handy for making sure you're sending out the correct lots.
Lots in assembly orders
Lot tracking is also used across the system. Something to keep in mind: when you're doing an assembly order, if the components have lot tracking turned on, you can choose which lot you're pulling from. If the finished product you're assembling has lot tracking turned on, you can generate a new lot or add the product to an existing lot as part of that assembly order, which is extremely useful.
Lots in pick and pack
If you're using Pick and Pack, you can indicate which location you're taking from, and once you choose the location, you can also choose which lot you're pulling inventory from.
Overall, lot tracking is super important for tracking perishable goods and staying as compliant as possible with any required regulations. And that's about it. Thanks.