How to Manually Add a Lot

From the Lots screen, click the New Lot button to open the Edit New Lot screen.

Enter the following fields:

1. Lot Name
2. Item – this must be a valid item on the item master
3. Expiration Date – this will default to today’s date PLUS 90 days.  It can be overridden.
4. Location – the location in which this lot will be housed
5. Purchase Price – a price that can be assigned at this time
6. Created date – today’s date as a default.  Can be overridden.
7. Lot Status – will default to “None”.  When inventory is received, it will change to “Released”.  A lot that is damaged can have the status changed to “Quarantined”
8. List Price – a price that can be assigned at this time.

Click “Save”