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Lot /serial Configuration
in Odoo 15
www.cybrosys.com
INTRODUCTION
❖ In Odoo 15, lots and serial numbers have similarities in their functional system but are
different in their behavior. They are both managed within the Inventory, Purchases and
Sales app.
❖ Lots correspond to a certain number of products you received and store altogether in one
single pack.
❖ Serial numbers are identification numbers given to one product, in particular, to allow
tracking the history of the item from reception to delivery and after-sales.
❖ Goto your Inventory module > Configuration > Settings.
❖ First, you need to activate the tracking. To do so, go to Inventory ‣ Configuration ‣ Settings
and tick Lots & Serial Numbers. Then, click on save.
❖ After enabling this field, you will get the Lots & Serial Numbers option under Inventory tab of
product page. Select By lots and save. Click on that smart button. Clicking on it, we get this
page where we can create a lot/serial number for the product.
❖ Now let’s create new lot number for this product by clicking CREATE button.
❖ Provide Lot number and product SAVE the form.
❖ From products > Lot/Serial number select your created lot number click on that.
❖ We will get newly created lot number for the product.
❖ Goto purchase module and create new purchase order by CREATE button.
❖ Add the vendor and product with quantity. CONFIRM your order .
❖ RECEIVE YOUR products, Before validating make sure the lot number is entered or not.
❖ Enter the lot number for the products and Done quantity. CONFIRM.
❖ Click on Traceability button for traceability report
❖ We can see the report with lot number for bunch of 10 unit.
❖ From lot/serial number form we will get the purchase details, location, traceability and
quantity purchased.
❖ Goto Sales module and create a order by CREATE button.
❖ Add your product and quantity CONFIRM
❖ We will get lot details with reserved quantity after confirmation validate the picking.
❖ Coming back to the lot/serial form we will get sales details with updated quantity after the sale.
❖ Coming back to the product page set tracking as By unique Serial Number > SAVE
❖ Enter Serial Number > SAVE.
❖ Goto purchase module and create new purchase order by CREATE button.
❖ Add the vendor and product with quantity. CONFIRM your order .
❖ Enter the serial numbers for each quantity and Done quantity. CONFIRM.
❖ VALIDATE the delivery.
❖ Goto Sales module and create a order by CREATE button.
❖ Add your product and quantity CONFIRM.
❖ Add your product done quantity and serial number > CONFIRM
❖ VALIDATE the picking
❖ And you will get traceability report like below.
❖ We will get created serial numbers for the product from inventory > products > Lot/Serial
Numbers.
For More
Details
Check our company website for related blogs and Odoo book.
Inventory - Odoo 15 Community Book
Check our YouTube channel for functional and technical
videos in Odoo.
Lot or Serial Number Configuration in Odoo 15
Thank You

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Lot or Serial Number Configuration in Odoo 15

  • 1. Lot /serial Configuration in Odoo 15 www.cybrosys.com
  • 2. INTRODUCTION ❖ In Odoo 15, lots and serial numbers have similarities in their functional system but are different in their behavior. They are both managed within the Inventory, Purchases and Sales app. ❖ Lots correspond to a certain number of products you received and store altogether in one single pack. ❖ Serial numbers are identification numbers given to one product, in particular, to allow tracking the history of the item from reception to delivery and after-sales.
  • 3. ❖ Goto your Inventory module > Configuration > Settings.
  • 4. ❖ First, you need to activate the tracking. To do so, go to Inventory ‣ Configuration ‣ Settings and tick Lots & Serial Numbers. Then, click on save.
  • 5. ❖ After enabling this field, you will get the Lots & Serial Numbers option under Inventory tab of product page. Select By lots and save. Click on that smart button. Clicking on it, we get this page where we can create a lot/serial number for the product.
  • 6. ❖ Now let’s create new lot number for this product by clicking CREATE button.
  • 7. ❖ Provide Lot number and product SAVE the form.
  • 8. ❖ From products > Lot/Serial number select your created lot number click on that.
  • 9. ❖ We will get newly created lot number for the product.
  • 10. ❖ Goto purchase module and create new purchase order by CREATE button.
  • 11. ❖ Add the vendor and product with quantity. CONFIRM your order .
  • 12. ❖ RECEIVE YOUR products, Before validating make sure the lot number is entered or not.
  • 13. ❖ Enter the lot number for the products and Done quantity. CONFIRM.
  • 14. ❖ Click on Traceability button for traceability report
  • 15. ❖ We can see the report with lot number for bunch of 10 unit.
  • 16. ❖ From lot/serial number form we will get the purchase details, location, traceability and quantity purchased.
  • 17. ❖ Goto Sales module and create a order by CREATE button.
  • 18. ❖ Add your product and quantity CONFIRM
  • 19. ❖ We will get lot details with reserved quantity after confirmation validate the picking.
  • 20. ❖ Coming back to the lot/serial form we will get sales details with updated quantity after the sale.
  • 21. ❖ Coming back to the product page set tracking as By unique Serial Number > SAVE
  • 22. ❖ Enter Serial Number > SAVE.
  • 23. ❖ Goto purchase module and create new purchase order by CREATE button.
  • 24. ❖ Add the vendor and product with quantity. CONFIRM your order .
  • 25. ❖ Enter the serial numbers for each quantity and Done quantity. CONFIRM.
  • 26. ❖ VALIDATE the delivery.
  • 27. ❖ Goto Sales module and create a order by CREATE button.
  • 28. ❖ Add your product and quantity CONFIRM.
  • 29. ❖ Add your product done quantity and serial number > CONFIRM
  • 30. ❖ VALIDATE the picking
  • 31. ❖ And you will get traceability report like below.
  • 32. ❖ We will get created serial numbers for the product from inventory > products > Lot/Serial Numbers.
  • 33. For More Details Check our company website for related blogs and Odoo book. Inventory - Odoo 15 Community Book Check our YouTube channel for functional and technical videos in Odoo. Lot or Serial Number Configuration in Odoo 15
  • 34.