Lot Tracking
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- Understanding Lot Tracking in Luminous
- Enabling Lot Tracking
- When Can a Lot Be Applied?
- Displaying Lots
- Lot Tracking in Pick and Pack
- Key Takeaways
- Where Lots Show Up in Luminous
- Tips for Getting Started
- Common Questions
- Achieve Full Traceability with Luminous
Understanding Lot Tracking in Luminous
Lot tracking is a critical component of inventory management, especially for businesses dealing with perishable goods, regulated products, or complex manufacturing processes. Luminous offers a robust lot tracking solution that helps you maintain accurate inventory records and trace products back to their source.
Enabling Lot Tracking
Lot tracking is turned on at a product level. Whether it's raw materials or finished goods, you can easily enable it. Here's how:
- Open the product you want to track
- Check the box to enable Lot Tracking
- Save Changes
When Can a Lot Be Applied?
There are three main areas where a lot can be applied:
1. During Manufacturing
While performing a work order or assembly order in Luminous, you can apply a lot. Here's the process:
- Deplete Specific Lots: When pulling raw materials, deplete specific lots in your work orders.
- Assign Lots to Finished Goods: Once the work order is complete, assign a lot to the batch of products manufactured.
2. During Purchasing
When you purchase raw materials or finished goods, lots can be applied right on the purchase order. Here’s how:
- Purchase Order Page: Open the PO. As long as lot tracking is enabled on the product, you'll be able to apply lots.
- Apply Lots: Apply lots one at a time or in bulk at the line item view. Luminous can auto-apply a lot number, or you can create one with your own number, a production date and an expiration date.
3. During Receiving
Lots can also be applied when you receive products. On the receiving report for a PO, you can apply lots either line item by line item or in bulk, as long as lot tracking is enabled.
Displaying Lots
To view your active lots or layers, Luminous provides a Cost Layers report that shows all active lots, their respective valuation, total cost, and total inventory quantity.
Lot Tracking in Pick and Pack
If you have lot tracking enabled for a SKU and have enabled pick and pack for your warehouse, you’ll need to reference a lot number whenever depleting in a pick list.
Key Takeaways
- Turned on per product: Lot tracking is a single checkbox on each product, for raw materials or finished goods.
- Three places to apply a lot: Work and assembly orders, purchase orders, and receiving reports.
- Auto or custom lot numbers: Let Luminous assign a lot number, or enter your own with production and expiration dates.
- Visible in reporting and fulfillment: Lots show up in the Cost Layers report and are required on pick lists when pick and pack is on.
Where Lots Show Up in Luminous
- Product: Turn lot tracking on.
- Work order / assembly order: Deplete specific lots of raw materials, then assign a lot to the finished batch.
- Purchase order: Apply lots one at a time or in bulk on line items.
- Receiving report: Apply lots line by line or in bulk as product comes in.
- Cost Layers report: See active lots with total cost, quantity and valuation.
- Pick list: Reference a lot number when picking, if pick and pack is enabled.
Tips for Getting Started
- Want a step-by-step walkthrough? Watch how to use lot tracking in Luminous.
- Manufacturing your own products? See how to complete an assembly order, where you'll assign lots to finished batches.
- Curious how lots tie to cost? Learn how purchasing affects cost layers.
- Using pick and pack? See how to use pick and pack in Luminous.
Common Questions
Can I use lot tracking on raw materials and finished goods?
Yes. Lot tracking is turned on at the product level and works for either.
Do I have to create lot numbers myself?
No. Luminous can auto-apply a lot number, or you can create your own and add a production date and expiration date.
Can I apply lots to many line items at once?
Yes. On purchase orders and receiving reports, you can apply lots one at a time or in bulk.
Where can I see all my lots?
The Cost Layers report shows all active lots, or layers, with their total cost, total inventory quantity and valuation.
Achieve Full Traceability with Luminous
Luminous lot tracking gives you full traceability back to your raw materials and to the finished goods that came out of manufacturing. Discover how Luminous can simplify your lot tracking and improve your overall inventory management. Book a demo today and see our lot tracking features in action!
Video transcript
What Lot Tracking Looks Like in Luminous
Hey guys, I've been getting this question all the time recently: what does lot tracking look like in Luminous? Instead of doing 30-minute demos with a million different prospects, I'm just going to film a video so that you guys can reference this.
Turning On Lot Tracking
Lot tracking is turned on at a product level. I'm going to one of my products — it could be raw materials or finished goods — and I can turn on lot tracking. This is just a box that you check right here. Then Save the changes.
When Can a Lot Be Applied?
When can a lot be applied? This is one of the important distinctions. There are three areas, as it turns out.
1. During Manufacturing
Number one is during manufacturing. While you are doing a work order or an assembly order in Luminous, you can apply a lot. So right now, as I'm doing a work order and pulling these raw materials, first off, I can deplete a specific lot when I'm manufacturing something. But the main use case here is that once you finish this work order, you can assign a lot to the batch of products you just manufactured.
2. On the Purchase Order
The second spot is when you purchase something. Right now I'm on the purchase order page. If I've purchased, for example, raw materials or finished goods — doesn't matter, either one works — and as long as you have lot tracking enabled, I can apply lots one at a time or in bulk at this line item view.
Luminous either auto-applies a lot number, or you can create it from scratch right here, where you can add whatever number you want, a production date and an expiration date.
3. On the Receiving Report
The last spot where you can apply a lot is in a receiving report, so when you're actually receiving product. I've pulled up a PO, and as long as lot tracking is enabled, it's the same thing: I can apply it here, line item by line item, or in bulk.
Viewing Lots in the Cost Layers Report
Now, how do we display these layers, or these lots, to you? Well, it's pretty simple. If you go to our Cost Layers report right here, we'll show you all the active lots, or layers, in Luminous, with their total cost, total inventory quantity and valuation.
Lot Tracking in Pick and Pack
The last spot where lot tracking shows up is in pick and pack. If you have lot tracking enabled for a SKU and you've enabled pick and pack for your warehouse, you're now going to have to reference a lot number whenever you're depleting in a pick list.
So that's it! Luminous lot tracking is simple and effective. We allow you to have full traceability back to your raw materials, or to the finished goods that came out of manufacturing.