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Lot & Serial Number Tracking

Lot & Serial Numbers

Enable on the product form. Go to Inventory > Products, edit product, set Tracking field:

  • By Lots - For batch items (chemicals, food, non-unique goods).
  • By Unique Serial Number - Each unit is unique (electronics, appliances).

Assigning Lots/Serials on Receipt

  1. Create or open a receipt for a tracked product.
  2. On the "Lot/Serial Numbers" tab, click Create.
  3. Enter the lot/serial number and quantity (for lots).
  4. Validate the receipt. The lots are now tracked in inventory.

On-Demand Serial Numbers

In Settings, enable "On-Demand Serial Number Creation". Quickenerp auto-generates serial numbers when you validate the receipt if not entered manually. Configure the pattern in Inventory → Configuration → Sequences.

Traceability Reports

Inventory > Traceability > Lots/Serial Numbers - Search by lot/serial. See where it came from (vendor, PO, receipt date) and where it went (delivery, customer).

Product Moves Traceability

Open a product → Traceability smart button. See every move for that product. Filter by lot, date range, operation type. Useful for recalls and audits.

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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.