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With AccountMate’s Lot Control module, add the power of a complete lot or batch control system to your Inventory Control. You have the ability to track units of lot controlled items from purchase or production through inventory and sale, as well as
recording each lot controlled unit’s expiration date.

The Lot Control module integrates with AccountMate’s
Accounts Receivable, Sales Order and Purchase Order modules.

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AccountMate 7 for SQL or Express
Lot Control Module

Effectively Manage Critical Inventory

There is instant access to the status, effective date and disposition of critical or perishable inventory items. This enables units of a lot controlled item to be tracked, used or sold well before their indicated perishable dates. Customers to whom such items were sold can be promptly identified and notified of any problems with the items they purchased or plans for product upgrades.

Quick Assignment of Lot Numbers

You can assign lot numbers to the units of an item stored in a specific warehouse bin, received on a particular purchase order or built as a customized kit item on a sales order. Lot numbers can be assigned to standard kits as they are built. Multiple lot numbers can also be assigned at a time to a batch of lot controlled item units.

Assign Lot Number

Assign Serial Numbers to Lot Controlled Items

Lot controlled items can be serialized. The assignment of a serial number to each lot controlled item permits the tracking of a specific cost for each unit.

Track Vendor Lot Numbers

Track the vendor’s lot numbers and cross-reference them with your own lot numbers. System lot numbers are those that you assign using your own lot number series and are especially useful for items manufactured in-house. These can also be assigned to items acquired from vendors. Recording vendor lot numbers facilitates cross-referencing of lot controlled items purchased from vendors with the lot numbers you assigned to the items. This makes it easier to track these units in case the vendor recalls or modifies the inventory you have already sold to customers.

Monitor Expiration Dates

View the expiration date of each lot. You can quickly check for on-hand quantities of items belonging to a particular lot that are set to expire on a certain date allowing you to take them out of inventory as they expire. This also helps to verify the expiration dates of available lot controlled units when processing customer orders.

View or Print Inventory Lot Recall Report

You can review the transactions that involve particular system lot numbers or vendor lot numbers using the Inventory Lot Recall Report.

Easily Identify Lot Controlled Items

Lot controlled items are clearly flagged on the inventory screen and on the transaction lines of sales orders, invoices and received goods screens.

Lot Numbers Can Be Printed

Lot numbers can be printed on Shipment Reports, Packing Slips, Invoices and Inventory Lot Recall Reports which provide the ability to quickly verify when and to whom you sold units from a particular lot. This can be a helpful aid to you and your customer in case of a product recall, modification or upgrade.

Integration with Inventory Control, Purchase Order, Sales Order, Accounts Receivable, Kitting and Manufacturing Modules
  • Integration with Inventory Control results in superior capabilities in the Inventory Adjustment, Warehouse and Bin Transfers, Internal Stock Issuance and Physical Count functions to select lot numbers when processing lot controlled item transactions.

  • Integration with Sales Order, Accounts Receivable and/or Purchase Order modules enhances each of these modules to support the entry of lot numbers when posting orders and/or invoices.

  • When integrated with the Kitting module, lot numbers can be assigned to groups of kit item units as well as assign a specific kit number to each unit.

  • When integrated with the Manufacturing module, lot numbers serve as a powerful tool to track the use of component parts in production.
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AccountMate Software Corporation
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800-877-8896 | 707-774-7520 | www.accountmate.com

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