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

Lot or Serial Number Configuration in Odoo 15

  • 1.
    Lot /serial Configuration inOdoo 15 www.cybrosys.com
  • 2.
    INTRODUCTION ❖ In Odoo15, 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 yourInventory module > Configuration > Settings.
  • 4.
    ❖ First, youneed to activate the tracking. To do so, go to Inventory ‣ Configuration ‣ Settings and tick Lots & Serial Numbers. Then, click on save.
  • 5.
    ❖ After enablingthis 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’screate new lot number for this product by clicking CREATE button.
  • 7.
    ❖ Provide Lotnumber and product SAVE the form.
  • 8.
    ❖ From products> Lot/Serial number select your created lot number click on that.
  • 9.
    ❖ We willget newly created lot number for the product.
  • 10.
    ❖ Goto purchasemodule and create new purchase order by CREATE button.
  • 11.
    ❖ Add thevendor and product with quantity. CONFIRM your order .
  • 12.
    ❖ RECEIVE YOURproducts, Before validating make sure the lot number is entered or not.
  • 13.
    ❖ Enter thelot number for the products and Done quantity. CONFIRM.
  • 14.
    ❖ Click onTraceability button for traceability report
  • 15.
    ❖ We cansee the report with lot number for bunch of 10 unit.
  • 16.
    ❖ From lot/serialnumber form we will get the purchase details, location, traceability and quantity purchased.
  • 17.
    ❖ Goto Salesmodule and create a order by CREATE button.
  • 18.
    ❖ Add yourproduct and quantity CONFIRM
  • 19.
    ❖ We willget lot details with reserved quantity after confirmation validate the picking.
  • 20.
    ❖ Coming backto the lot/serial form we will get sales details with updated quantity after the sale.
  • 21.
    ❖ Coming backto the product page set tracking as By unique Serial Number > SAVE
  • 22.
    ❖ Enter SerialNumber > SAVE.
  • 23.
    ❖ Goto purchasemodule and create new purchase order by CREATE button.
  • 24.
    ❖ Add thevendor and product with quantity. CONFIRM your order .
  • 25.
    ❖ Enter theserial numbers for each quantity and Done quantity. CONFIRM.
  • 26.
  • 27.
    ❖ Goto Salesmodule and create a order by CREATE button.
  • 28.
    ❖ Add yourproduct and quantity CONFIRM.
  • 29.
    ❖ Add yourproduct done quantity and serial number > CONFIRM
  • 30.
  • 31.
    ❖ And youwill get traceability report like below.
  • 32.
    ❖ We willget created serial numbers for the product from inventory > products > Lot/Serial Numbers.
  • 33.
    For More Details Check ourcompany 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
  • 35.