Lot numbers for products and inventory
Lot numbers let you keep track of which batch a product comes from, so you can trace products accurately and later replace a temporary lot number with the actual number. Lot numbers are only available for products with inventory enabled: you enable the option in the product, enter a lot number when adding or using inventory, and correct a temporary lot number from the product line in the animal record.
Enable lot numbers for a product
Only products with inventory can use lot numbers. The option is next to the Inventory item setting in the product's Inventory tab.
Open Products and select the product you want to edit, or create a new product.
Go to the Inventory tab and enable Inventory item.
Set Use lot numbers to Yes and save the product.
Products marked as narcotic, antibiotic, cascade, human, or euthanasia products must use inventory and lot numbers; these are enabled automatically when the product is saved. Product variants inherit the inventory and lot number settings from their main product.
Enter a lot number when adding inventory
When you add inventory to a product with lot numbers, enter the lot number in the transaction screen.
Open the product and start a Transaction.
Select Increase under Increase/decrease.
Enter the Lot number and, if applicable, the Expiry date.
Save the transaction.
For an increase, a lot number is required for a product with lot numbers. A lot number can be up to 100 characters long. If you enter an Expiry date, a lot number is also required.
Use inventory from a lot
When deducting inventory, select which batch you are using instead of entering a number manually.
Open the product and start a Transaction.
Select Decrease under Increase/decrease.
Select the lot number from the list. The options show the lot number, current inventory, and expiry date.
Save the transaction.
Replace a temporary lot number
When a product has been used before the delivery was entered, Vetocare displays a temporary lot number with the value TEMP and the status Unavailable. You can replace it with the actual lot number from the product line in the animal record.
Open the animal record and click the product line to open Edit product line.
Enter the actual lot number under Lot number.
Click Save.
A temporary lot number can only be replaced as long as the product line is not linked to an invoice or has not already been used in a transaction; after that, the inventory fields are locked. The replacement must be a different, non-empty value from TEMP.
View the registered lot numbers and expiry dates in the transaction history.