Select the items to be tracked
Assign item window allows user to include (or exclude) items on which lot number tracking is required.
You can select the items where lot tracking is required. System will only prompt for lot numbers for the items with the lot tracking enabled.
Multiple criterion can be used to filter the items. Clicking on on the inlcude button will add all the items selected in the lot enabled window.
More items can be included by selecting different criterion. The items selected will be appended to the list of items already selected for lot tracking, previously.
Filter can also be used to exclude items wrongly selcted for lot number tracking.
Use the filter on left hand side window to select the items using your criteria. Use the same process to select the items on the right-hand window and click on Red arrow to exclude the items from the list.
Review and modify lot numbers
Usually, the lot number is not available till the item is being shipped. As such, when a sales order or quote is entered in RMS/RMH, the system will not ask for a lot number.
It is also possible that a mistake was made and a wrong lot number was entered at some point. x2x lot number solution allows users to change the lot numbers or assign the lot numbers where the lot numbers were not assigned for example when shipping an order entered when the lot number was not assigned to the sale.
If the user still forgets to enter the lot number, system will activate lot number assignment screen and require the user to enter lot number at the time of tendering the sales.
By default, thee inquires are available:
- Inquiry by Lot Number – will show the customers and the sales tractions related to selected lot numbers
- Inquiry by Customer – will show the lot numbers and the items sold to the customer
- Inquiry by Product – will show the sales of product by lot numbers
More reports can be made available, if required.