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WAIOHelp Desk

Add a missing lot number

Where
Portal
You need
Reports Menu & Home Page (Access) and On Hand & Stock Level Reports (Inventory reports) and Inventory Counts & Adjustments (Inventory)

Use this when a product has stock with no lot number, usually from a receiving line keyed without one, or when a lot was received under the wrong number. It changes the lot on the stock’s history at one store. It doesn’t add or remove units; for that, adjust the on-hand.

  1. In the menu, click Reports, then Inventory On Hand by Lot #.

  2. In the search box, type the product’s SKU or name and click Search. Each lot of the product is its own row. At Head Office the rows are grouped by store.

  3. Find the row with stock and an empty Lot #. Click Update Lot # at the end of that row.

    The Inventory On Hand by Lot # report for one product: a row of 1 with an empty Lot # and a row of 12 in lot 26171TF01, each with an Update Lot # link

    To correct a wrong lot number, click Update Lot # on that lot’s row instead.

  4. Type the lot number from the package in Lot #:.

    The Update Lot # window with a lot number typed in the Lot #: box and the Update button

  5. Click Update. “Lot number updated” means everything moved. If part of the history couldn’t move, a message says so and asks you to reload the report.

Good to know

Section titled “Good to know”
  • The fix is for one store. Another store with the same problem needs its own update.
  • If the update is refused because a lot has already been counted, count the product again instead, lot by lot.
  • Only the lot on the stock history changes. Receipts and receiving invoices still show the lot as it was keyed.