With AccountMate 6.5's Lot Control module, you can add the power of a complete lot control system to your Inventory Control. You now have the ability to track units of lot-controlled items from purchase or production through inventory and sale, as well as recording each lot-controlled unit’s expiration date. Lot Control integrates with the AccountMate 6.5’s Accounts Receivable, Sales Order and Purchase Order modules.

You always have instant access to the status, effective date and disposition of critical or perishable inventory items. This enables units of a lot-controlled item to be tracked, used or sold well before their indicated perishable dates. Customers can also be notified of any problems with items they have purchased, as well as learning about upgrades or similar items that might be of interest to them.

When moving units of an item from one warehouse or bin to another, you can identify the lots from which the items came.

You can assign lot numbers to any or all of the units of a specific item stored in a particular warehouse bin, listed on a particular purchase order or indicated as a customized kit item on a particular sales order. Lot numbers can be assigned to standard kits as they are built.

Lot-controlled items are clearly flagged on their inventory records and on the transaction lines of sales orders, invoices, and received goods records.

Lot numbers can be printed on invoices, providing the ability to quickly verify when and to whom you have sold units from a particular lot. This can be an important customer service tool if there is a product recall, modification or upgrade.

You can indicate the expiration date and bin locations of units produced in each lot. You can quickly check the expiration date and location of units in a particular lot when managing your inventory, as well as verifying the expiration date when a customer calls.

You can activate and deactivate lot control with the click of a button in the Inventory Control module Setup function, and can also set up lot control for particular inventory items through their item records.

Lot-controlled items can be individually serialized. You can assign a lot number to a group of units of an item, such as to a group of computer monitors produced on a certain day, and you can also assign a specific serial number to each monitor.

Lot control numbers can be assigned to items when receiving purchase orders.

Lot control numbers can be assigned to specific units shipped to customers. You can track goods shipped by lot number independently of the invoicing function.

You can track lot-controlled items by entering and using the vendor’s lot-control number or your own lot-control number. System-generated lot-control numbers are especially useful for items manufactured in-house, while vendor lot numbers are more appropriate for items purchased from vendors.

Figure 1: Assign Lot Number Window

Lot control numbers can be assigned to groups of kit item units, in addition to assigning a specific kit number to each unit. For example, all of the kits for the assembly of computer workstations packaged on a particular day, by a particular person, or using particular parts, can be assigned a specific lot number.

You can generate reports about lot expiration dates to determine how many units of each lot-controlled item have a specific expiration date or an expiration date that falls within a specific period. It can be generated for all or a range of item numbers, lot numbers, vendor numbers and/or expiration dates, and can be sorted by lot number, item and lot number, vendor number, or expiration date. This report provides the ability to better manage perishable inventories.

Figure 2: Inventory Lot Expiration - Report Preview

You can generate a report that displays information about the units of an item that need to be recalled. Specify all or a range of item numbers, lot numbers, create dates and/or transaction dates, and display information about all of the selected items, those that are still in stock, or only those that have been sold. The report can be sorted by in-house lot number, vendor lot number or inventory item number.