Lot Selection

YouTube: How to Configure Auto Lot/Batch Selection (FIFO/LIFO, etc.) in Receipt Register?

How to Configure Auto Lot/ Batch Selection (FIFO/ LIFO, etc) in Receipt Register?

In this tutorial, we will discuss lot selection criteria and retrieving items through Excel in the Receipt Register.

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Configuring Lot Selection Criteria

• Open the Receipt Register window.

• Click on Configuration.

• Navigate to Other Options.

• Locate the Lot Selection option.

This dropdown provides multiple lot selection parameters.

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Default Behavior – Manual Lot Selection

• By default, Lot Selection is set to Manual.

• When you transact an item, the Lot Search window appears.

• You must manually select the required lot to proceed with the transaction.

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Show Lots for Current Branch Only

There is an additional option that works along with manual lot selection:

• Show lots for current branch only

How it works:

• Enable this option from the configuration window.

• Save the changes.

• Proceed with a new receipt entry.

Result:

• Only the lots or batches created in the current branch will be displayed in the lot search window.

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Other Available Lot Selection Options

Apart from manual selection, the following options are available:

• Auto Pick First Lot Automatically selects the first available lot.

• Auto Pick a Single Lot Automatically selects the lot only if a single lot exists; otherwise, the lot search window appears.

• Auto Pick on FIFO Basis Automatically selects the lot purchased first.

• Auto Pick on LIFO Basis Automatically selects the lot purchased most recently.

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Auto Pick on FIFO Basis

• Set Lot Selection to Auto Pick on FIFO Basis.

• Save the configuration.

• Initiate a new receipt transaction.

Result:

• The system automatically picks the oldest purchased lot.

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Auto Pick on LIFO Basis

• Open the configuration window again.

• Change Lot Selection to Auto Pick on LIFO Basis.

• Save the changes.

• Create a new receipt entry.

Result:

• The system automatically picks the most recently purchased lot.

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Retrieving Items Through Excel

You can also retrieve items using an Excel file:

• Click on the Retrieve option available in the receipt register.

• Browse and select the required Excel file.

• Enter Header Row = 1.

• Click Refresh, then click OK.

Result:

The items and lots are picked and displayed based on the configured lot selection rule (for example, LIFO basis, if LIFO is selected in configuration).

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Summary

• Flexible lot selection options

• Branch-wise lot visibility

• Automatic FIFO/LIFO compliance

• Fast item entry using Excel retrieval