Numéros de lot¶

Lots are one of the two ways to identify and track products in Odoo. They typically represent a specific batch of products that were received, stored, shipped, or manufactured in-house.

Manufacturers assign lot numbers to groups of products sharing common properties, facilitating end-to-end traceability through their lifecycles.

Lots are useful for managing large quantities of manufactured or received products, aiding in tracing items back to their group, particularly for product recalls or expiration dates.

Activer les lots et les numéros de série¶

To track products using lots, enable the Lots & Serial Numbers feature. Go to the Inventory app ‣ Configuration ‣ Settings, scroll down to the Traceability section, and tick the checkbox next to Lots & Serial Numbers. Then, click Save.

Track by lots¶

Once the Lots & Serial Numbers feature is activated, configure individual products to be tracked using lots. To do this, go to Inventory app ‣ Products ‣ Products, and choose a product to configure.

On the product form, go to the Inventory tab. In the Traceability section, select the By Lots option in the Tracking field. Now, new or existing lot numbers can be assigned to newly-received or manufactured batches of this product.

Assign lots for shipping and receiving¶

Assign new lot numbers to incoming goods on the receipt form. When shipping outgoing goods, select products with specific lot numbers on the delivery order form.

On receipts¶

Assigning new or existing lot numbers to incoming goods can be done directly on receipts.

To begin, go to the Purchase app to create and confirm a PO for products tracked by lot numbers. Then, click the Receipt smart button that appears at the top of the page to navigate to the warehouse receipt form.

Important

Clicking Validate before assigning a lot number triggers an error, indicating that a lot number must be assigned before validating the receipt.

On the receipt form, on the product line in the Operations tab, select the (list) icon to the right of the product that is tracked by lot numbers.

Doing so opens the Open: Stock move pop-up window, where the Lot/Serial Number and Quantity are assigned.

The two ways to assign lot numbers: manually and importing.

Manual assignment¶

To manually assign lot numbers, click Add a line. Input the Lot/Serial Number, Store To location for the lot, Quantity, and Destination Package, if any.

Import lots¶

In the Open: Stock move pop-up window, click Import Serials/Lots, then paste the bulk lot numbers, in the Lots/Serial numbers field.

Tick the Keep current lines checkbox to generate additional lot numbers in the Open: Stock move pop-up window. To replace the lot numbers in the list, leave the Keep current lines option unticked.

Finally, click Generate.

Once all product quantities have been assigned a lot number, click Save to close the pop-up window. Then, click Validate on the receipt form.

On delivery orders¶

Odoo makes it possible to specify which lot numbers for a product are chosen for outgoing shipment on a delivery order form.

To begin, create or select an existing quotation from the Sales app. After confirming the SO, the Delivery smart button becomes available. Click the Delivery smart button to view the warehouse receipt form for that specific SO.

Clicking the Delivery smart button opens the the delivery order form, where lot numbers are picked for delivery. In the Operations tab, click the (list) icon to the right of the product that is tracked by lot numbers. Clicking that icon reveals a Open: Stock move pop-up window.

In the pop-up window, the chosen lot number and its storage location is displayed in the Pick From column, with the with the full Quantity taken from that specific lot (if there is enough stock in that particular lot).

If there is insufficient stock in that lot, or if partial quantities of the Demand should be taken from multiple lots, change the Quantity directly.

Repeat the above steps to select enough lots to fulfill the Demand, and click Save to close the pop-up window. Lastly, click the Validate button on the DO to deliver the products.

Lot management¶

Manage and view existing lot numbers for products in the Lot/Serial Numbers dashboard by going to Inventory app ‣ Products ‣ Lots/Serial Numbers.

By default, lot numbers are grouped by product, and selecting the drop-down menu for each product displays the existing lot numbers. Select a lot number to modify or add details linked to the lot. Lot numbers can also be created from this page, by clicking the New button.

Modify lot¶

Clicking a lot from the Lot/Serial Number dashboard reveals a separate page where additional information can be provided about the lot.

On the lot number form, the following fields can be modified:

• Lot/Serial Number: change the lot number linked to the Product

• Internal Reference: records an alternative lot/serial number used within the warehouse that differs from the one used by the supplier manufacturer.

• Company: specify the company where the lot number is available.

• Description: add extra details about the lot or serial number in this text field.

Add property¶

To add custom fields to lots for enhanced traceability, there are two methods of adding properties on a lot number form:

1. Click the (cog) icon at the top-left of the page, then select Add Properties from the drop-down menu.

2. Click the Add a Property button, located below the existing fields.

Name and configure the new field. Once finished, enter the property value in the new field.

Example

The new property, Wood type, is added. The value is recorded as Cherry wood.

Reserve lot number for a product¶

To create a lot number for a product, begin by going to Inventory app ‣ Products ‣ Lot/Serial Numbers, and click New.

Une fois que le nouveau Lot/Numéro de série est généré, cliquez sur le champ vierge à côté de Produit pour révéler un menu déroulant. Dans ce menu, sélectionnez le produit auquel ce nouveau numéro sera assigné.

Example

The lot number, 000001, is created for the product, Drawer Black.

After a new lot number has been created, saved, and assigned to the desired product, the lot number is saved as an existing lot number linked to the product, and can be selected when assigning lot numbers to products on a receipt, or when making an inventory adjustment.

Example

After creating the lot number, 000001 appears as an option for Drawer Black when assigning lot numbers on the Inventory Adjustment page.

Gérer des lots pour différents types d’opérations¶

By default, new lots can only be created when receiving products, and existing lot numbers cannot be used. For sales orders, only existing lot numbers can be utilized, and new ones cannot be created on the delivery order.

To change the ability to use new (or existing) lot numbers on any operation type, go to the Inventory app ‣ Configuration ‣ Operations Types, and select the desired operation type.

On the operation type form, under the Lots/Serial Numbers section, tick the Create New checkbox to enable new lot numbers to be created during this operation type. Choose Use Existing ones if only existing lot numbers can be selected.

Traçabilité¶

Manufacturers and companies can refer to traceability reports to see the entire lifecycle of a product: where it came from, when it arrived, where it was stored, who it went to (and when).

Pour voir la traçabilité complète d’un produit, ou regrouper des produits par lots, allez à l’application Inventaire ‣ Produits ‣ Lots/Numéros de série. Cette opération affiche le tableau de bord des Lots/Numéros de série.

À partir de là, les produits auxquels des numéros de lot ont été assignés sont répertoriés par défaut, et il est possible de les développer pour afficher les numéros de lot assignés à ces produits.

To group by lots, begin by removing any filters in the Search… bar. Then, click the (caret down) icon to open a drop-down menu of Filters, Group By options, and Favorites. Under the Group By section, click the Add Custom Group option, and select Lot/Serial Number from the drop-down menu.

Doing so reorganizes all the records on the page to display all existing lots and serial numbers, and can be expanded to show all quantities of products with that assigned number.

Traceability report¶

To view a full stock moves report for a lot number, select the lot number line from the Lots/Serial Number dashboard. On the lot number form, click the Traceability smart button.