========================================= How to manage lots of identical products? ========================================= Overview ======== Lots are useful for products you receive in great quantity and for which a lot number can help in reportings, quality controls, or any other info. Lots will help identify a number of pieces having for instance a production fault. It can be useful for a batch production of clothes or food. Odoo has the capacity to manage lots ensuring compliance with the traceability requirements imposed by the majority of industries. The double-entry management in Odoo enables you to run very advanced traceability. Setting up ========== Application configuration ------------------------- You need activate the tracking of lots in the settings. In the **Inventory** application, go to :menuselection:`Configuration --> Settings`, select **Track lots or serial numbers** .. image:: media/lots01.png :align: center In order to have an advanced management of the lots, you should also select **Manage several locations per warehouse**. .. image:: media/lots02.png :align: center Then click on **Apply**. Operation types configuration ----------------------------- You also need to set up how you will manage lots for each operations. In the **Inventory** application, go to :menuselection:`Configuration --> Operation Types`. For each type (receipts, internal transfers, deliveries,...), you can set if you can create new lot numbers or only use existing lot numbers. .. image:: media/lots03.png :align: center Product Configuration --------------------- Finally, you have to configure which products you want to track in lots. Go into :menuselection:`Inventory Control --> Products`, and open the product of your choice. Click on **Edit**, and in the **Inventory** tab, select **Tracking by Lots**, then click on **Save**. .. image:: media/lots04.png :align: center Manage lots =========== Transfers --------- In order to process a transfer of a product tracked by lot, you have to input the lot number(s). Click on the lot icon : .. image:: media/lots05.png :align: center A window will pop-up. Click on **Add an item** and fill in the lot number and the quantity. .. image:: media/lots06.png :align: center Depending on your operation type configuration, you will be able to fill in new lot numbers, or only use existing ones. .. note:: In the scanner interface, you just have to scan the lot numbers. Inventory adjustment -------------------- Inventory of a product tracked by lot can be done in 2 ways: - Classic inventory by products - Inventory of a lot When doing a classic inventory, there is a **Serial Number** column. If the product has already been assigned with a number, it is already pre-filled. Click on **Add an item** if the product has not been inventoried yet. You can easily create lots, just type in a new lot number in the column. .. image:: media/lots07.png :align: center You can also just do the inventory of a lot. In this case, you will have to fill in the **Lot number**. You can also create a new lot from here. Just type in the number, a window will pop out to link the number to a product. .. image:: media/lots08.png :align: center Lots traceability ================= You can check the lot traceability from :menuselection:`Inventory --> Inventory Control --> Serial Numbers/Lots` .. image:: media/lots09.png :align: center You can have more details by clicking on the **Traceability** button : .. image:: media/lots10.png :align: center .. seealso:: * :doc:`differences` * :doc:`serial_numbers`