Track lots and serials

Create and manage the batches and individual units that make recall and traceability possible.

Lots and serials are how Workcell tracks material below the item level. A lot is a batch that shares an origin (a single receipt or production run); a serial is one individual unit. Both let you trace material and hold it for quality.

Lots

  1. Go to Inventory > Lots and select New lot.
  2. Pick the item, give the lot a lot number, and record the vendor lot number if the supplier provided one.
  3. Set the received date and an expiration date if the material has shelf life.
  4. To seed an opening balance, enter a quantity and the location it sits in. Save.

Each lot carries a QC status (Pending, Approved, Rejected, or On hold) that signals whether the batch is cleared for use. See Lot and serial statuses.

Serials

Serialized items are tracked one unit at a time. Serials are usually created for you (a work order builds them, or a receipt records them), but you can also create them by hand.

  1. Go to Inventory > Serials. Use New serial for one, or Generate to create a numbered batch at once.
  2. A serial records its serial number, its source (built, received, or manual), its current location, and its parent lot if it has one.
  3. Open a serial to move it through its lifecycle with named actions: reserve, consume, ship, return, mark damaged or scrapped, or restore to stock. Its QC status is managed with approve, reject, and hold.

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