How to Use Lot Tracking in Luminous

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

1. Navigate to the SKUs Page in Luminous.
2. Select the product for which you want to enable lot tracking (e.g., a 10-foot rod).
3. Click Edit on the selected product.
4. 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)

1. Go to the Purchase Orders section.
2. Fill out the necessary details to place a purchase order for the selected product.
3. Enter the quantity to be ordered (e.g., 10 units of 10-foot rods).
4. Click Next, then Create Order to finalize the PO.
   • The system will generate a new purchase order (e.g., PR number 268).

Step 3. Receive the Inventory and Assign a Lot Number

1. Click Create Receiving Report on the top right.
2. Fill in the required details (e.g., received date, warehouse location).
3. Lookup the relevant PO and select the product (e.g., 10-foot rods).
4. Enter the warehouse and location where the items are being received (e.g., Warehouse Main, Receiving).
5. 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.
6. Save the lot and complete the receiving process.

Step 4. View and Manage Lot Information

1. 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.
2. 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

1. Use the Sales Order Lot Tracking Report:
   • Navigate to Reports and select this report.
   • View which lot numbers were assigned to specific sales orders.
2. Confirm that the correct lots are being used for outgoing orders.

Step 6. Use Lot Tracking in Assembly Orders

1. If the components for an assembly order have lot tracking enabled:
   • Choose which lot to pull inventory from during the assembly process.
2. 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

1. When picking inventory, specify the location.
2. 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.