Tracking Configuration
Configuring regulatory inventory tracking across serial numbers, batch/lot codes, and expiration dates, with receiving and fulfillment enforcement.
Reviewed on 2026-10-07
Decide what each physical unit needs#
Before the first receipt, decide whether the product uses batch tracking, serial tracking, both, or neither. Perishable products require expiry information on receipt.
Turn on lot, serial, or expiry tracking#
- 1Open the product before its first receipt.
- 2Select Track by Lot/Batch, Track by Serial Number, or both as needed.
- 3For expiring goods, select Perishable and enter Expiry alert (days before).
- 4Choose Costing / Pick Order, save, and check a sample receiving flow.
- 5Check the receiving form for the newly configured lot or serial requirement.
- 6Confirm that the warehouse can capture those labels consistently.
If the product already has stock, reconcile existing identities before changing its tracking choice.
Check the next receipt#
Batch-tracked receipts need a lot number; serial-tracked receipts need exactly one serial per received unit; perishable receipts need an expiration date. Fulfillment validates eligible tracked stock.
WARNING: Tracking changes after transactions can be restricted. Confirm physical labeling and data capture before live receiving.
If tracking cannot be changed#
If the product already has transactions, review its stock history before attempting a tracking change.
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