1- HOW IT WORKS

Lot system is a module developed especially for producers to track how many product produced in how many lots, whom the final products sold to and so on.

Lot tracking also enables you to get clear results on cost calculations.

2- MODULES SUPPORTED

When you activate lot system on your stock cards, you need to enter lot in every input and output of the corresponding stock. Otherwise your reporting will not work properly.

You can create lot number for your stocks produced during manufacturing, on MRP-II module. The lot numbers will be processed into each stock transaction.

You can create lot number for your stocks produced during manufacturing, on Simple Production module. The lot numbers will be processed into each stock transaction.

Using purchase invoice, incoming delivery note, received order modules, you can generate lot number for the product you purchased.

On the entries you made using stock transaction entry, you can generate lot number for your product., It will determine on which date the stock you had entered was sold, by matching the lot number you selected during the checkout of the stock transactions. This enables that you calculate your net profit/loss and expense on profit/loss reports.

3- HOW TO USE

Go to ''Custom Settings'' located on stock card record in order for you to activate lot system. Select tracking type as ''Lot (Batch)'' under ''Serial/Lot'' title. If you don't want to perform this action manually in every time, go to ''General Settings'' on ''Admin'' menu. Select tracking type as ''Lot (Batch)'' at ''Serial/Lot'' field on ''Stock Settings''. When you select tracking type as ''Lot (Batch)'', ''Batches can be divided'' option will be activated.

If you select ''Batches can be divided'' option, you can put batch lot number generated during manufacturing, up for sale in pieces.

If you select ''Use matching method on costs'' the program will generate a report checking input and output lot numbers on profit/loss calculations.

If ''Cost Matching'' method is selected, it will work in common costing system in a different way. It is based on one-to-one matching method on new system.

For Example;

Input Transaction:

Serial/Lot No Price:

001 10,00 USD

002 12,00 USD

003 20,00 USD

004 25,00 USD

When the products no. 004 and no. 001 sold for 100 USD, it will show 65 USD for the profit and 35 USD for the cost because the cost will be (001=10 + 004=25)=35.

Note: When the cost matching system used, on control panel transfer process, the records which have serial/lot balances belonging to the stock will be transfer in kind, because one-to-one matching will be applied.

Serial No and Lot (Batch) Difference:

Both systems work with a single serial number. Only one entry can be done with the serial number of the same product. Lot (Batch) works just like serial number, but the only difference is that amount can be entered. For example, when a mobile phone represents a serial number, sodas produced in a batch, might represent a lot (batch).

On the screen you use for serial/lot entry, you can define serial/lot counter manually. In order to make manuel definition, click on ''Generate Lot No Settings'' button located on operation screen.

On the new screen, you can enter a formula definition to ''Formula'' field. You can also click ''Add'' button and add the criterias that you want to generate lot number. Day, month, year, hour, minute, counter and stock code can be added to lot number.

It expresses the value that will be created by adding n-1 amount of zero for the n number you have specified in front of the value written in the "Counter" Number Ready to Give field which is in the options and appending the Number Ready to Give to x. If you consider the screenshot above, 11 indicates the day, 04, the month; 2012, the year; 17, hour; 52, the minute; 00006, the counter and ST00049, stock code.

Example: ''You have added the counter from selection field. Typed 5 to ''Enter a number between 1 and 10'' . If there is 3 in 'No ready to give' box, the value that the program will generate will be '00003'.

If you select the formulas you want to add, the serial/lot number which is going to be generated in ''Formula Result'' field. ''Number Ready To Give'' field indicates the counter's last position, and you can change manually if desired.

In order to adapt the formula you generated, click on 'Create New Lot Number' button.

You can specify amount and expiration date, and complete the serial/lot entry operation.

3-1- Stock Transaction Entry

When you click on 'Save' button on stock transaction entry or exit transactions, you will get an alert pointing out you need to enter lot.

If you say yes to the alert 'Serial/Lot Transaction Entry' screen will pop up. You can complete the record writing the details about Serial/Lot.

3-2- Mass Stock Transaction Entry

You can enter serial/lot by using 'Ctrl + S' shortcut before processing the transactions on Mass Stock Transaction Entry operations. If you want, you can assign a different shortcut by the 'Shortcuts' button.

3-3- Mass Transfer To Production (MRP)

You can enter serial/lot by using 'Ctrl + S' shortcut before processing the transactions on 'Mass Transfer To Production (MRP)'. If you want, you can assign a different shortcut by the 'Shortcuts' button.

3-4- Count and Edit Stock Field

You can use 'Serial/Lot Input (Ctrl + S)' button to enter Serial/Lot values after stock taking on Count and Edit Stock screen.

3-5- Warehouse Transfer

You can use 'Serial/Lot Input (Ctrl + S)' button to enter Serial/Lot values after stock taking on mass warehouse transfer screen.

3-6- MRP II Module

You can enter Serial/Lot by using default shortcut 'Ctrl + S' on production planning and production order screens.

3-7- Simple Production Module (Normal and Disassembly)

When you generate a production order, you can enter Serial/Lot by using 'Serial/Lot Entry' button below.

3-8- Invoice Transactions

When generating purchase and sales invoices, if you add stocks which have tracking type selected as 'Serial/Lot', it will directly open 'Serial/Lot Entry' screen. You can make entries by using this field. Sales invoice has 'Serial/Lot Balances button disparately. By using this field, you can make selection among available serial/lot balances.

3-9- Delivery Note Operations

When generating incoming and outgoing delivery notes, if you add stocks which have tracking type selected as 'Serial/Lot', it will directly open 'Serial/Lot Entry' screen. You can make entries by using this field. Outgoing delivery note has 'Serial/Lot Balances button disparately. By using this field, you can make selection among available serial/lot balances.

3-10- Order Operations

When generating received and given orders, if you add stocks which have tracking type selected as 'Serial/Lot', it will directly open 'Serial/Lot Entry' screen. You can make entries by using this field. Received order has 'Serial/Lot Balances button disparately. By using this field, you can make selection among available serial/lot balances.

3-11- Service Operations

When generating service ticket if you add stocks which have tracking type selected as 'Serial/Lot', it will directly open 'Serial/Lot Entry' screen. You can make entries by using this field.