This guide will walk you through how to enter tracking information for products in your inventory. Tracking can be done using serial numbers, lot numbers, and expiration dates, depending on your item setup.

Step 1: Enabling Tracking

Once tracking is enabled for a product, the inventory system will notify you if tracking information (such as serial numbers or expiration dates) is missing. You can find this information in Inventory → Serial/Lot Numbers.

• Unassigned Quantity: This field displays the number of items that lack tracking information.
  
• After enabling tracking, it's recommended to input the necessary tracking data by clicking the Assign Numbers (Edit Numbers) button.

Step 2: Entering Tracking Information

The Serial/Lot/Expiration Dates for Item page will appear, with the layout depending on whether the item is tracked by serial number or lot number. Below are two examples with the instruction how to use this page.

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Example 1: Items Tracked by Serial Number

Serial/Lot/Expiration Dates for Item page of the web app (tracking by serial number)

For items tracked by serial number, you will need to enter serial numbers for each unit in stock.

1. Choose the Inventory Site: Use the Site dropdown to select the inventory site you’re working with (or leave it as Main if you don’t have multiple sites).
2. Enter Serial Numbers:
   • Type the serial number into the Serial Number column.
   • Click the Plus (+) button to add the serial number. A new row will appear for you to add additional serial numbers.
3. Using a Barcode Scanner:
   • Place the cursor in the Scan Serial/Lot field and scan the barcode.
   • Press the Enter key on your keyboard. The scanned serial number will be added automatically.
4. Deleting Serial Numbers: If you need to remove an entry, click Delete (x) next to the serial number.
5. Completing the Process: Continue entering serial numbers until every item in stock is accounted for. When the Unassigned Qty field disappears, this means all items have been tracked.

Once you're finished, click Save to store the tracking data. Remember, after saving, quantity of entered serial/lot numbers and expiration dates cannot be edited directly; any changes must be made through the Adjust Quantity function.

Example 2: Items Tracked by Lot Number and Expiration Date

SLED for Item page of the web app (tracking by lot number and expiration date)

This case is more complex since there are three fields to fill in: the lot number, the expiration date, and the quantity.

1. Choose the Inventory Site: Select the site with the stock you want to update (or leave it as Main).
2. Enter Lot Numbers:
   • Input the lot number in the Lot Number column.
   • Click the Plus (+) button. The number you entered will be "locked in", and the rest of the row will become available for editing.  Enter the Expiration Date and Quantity.
3. Using a Barcode Scanner:
   • Place the cursor in the Scan Serial/Lot field and scan the lot number barcode.
   • If the lot number has not been registered yet, it will be added to the list. If it's already there, the quantity will increase by one.
4. Track Multiple Expiration Dates: If a single lot number has multiple expiration dates, click Plus (+) near the entered expiration date to add another line.
5. Deleting Entries: To remove a lot number or expiration date, click Delete (x).
6. Finalizing the Process: Ensure the quantities match your current stock. When the Unassigned Qty field disappears, all items are properly tracked.

Once done, click Save to store the data. Like serial numbers, quantities for lot numbers and expiration dates cannot be modified once saved, except through the Adjust Quantity feature.