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.
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.
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.
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.
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.
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.
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.
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).
