# Lot numbers > Lots are one of the two ways to identify and track products in Odoo. Step by step in Odoo 16 with the Brazilian localization, by KMEE. Fonte: https://docs.kmee.com.br/en/odoo/modules/estoque/numeros-de-lote/ *Lots* are one of the two ways to identify and track products in Odoo. They typically represent a specific batch of products that were received, stored, shipped, or manufactured in-house. Manufacturers assign lot numbers to groups of products sharing common properties, facilitating end-to-end traceability through their lifecycles. Lots are useful for managing large quantities of manufactured or received products, aiding in tracing items back to their group, particularly for product recalls or expiration dates. See also [Use serial numbers to track products](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/usar-numeros-de-serie-para-rastrear-produtos/) ## Configuration To track products by lots, enable the *Lots & Serial Numbers* feature. Then, configure each product to be tracked by serial numbers on the product form. ### Enable lots & serial numbers To track products using lots, enable the *Lots & Serial Numbers* feature. Go to the **Inventory app -> Configuration -> Settings**, scroll down to the **Traceability** section, and tick the checkbox next to **Lots & Serial Numbers**. Then, click **Save**. See also - Tracking expiration dates - Print GS1 barcodes for lots and serial numbers ![Enabled lots and serial numbers feature in inventory settings.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/enabled-lots-setting.png) []() ### Track by lots Once the **Lots & Serial Numbers** feature is activated, configure individual products to be tracked using lots. To do this, go to **Inventory app -> Products -> Products**, and choose a product to configure. On the product form, go to the **Inventory** tab. In the **Traceability** section, select the **By Lots** option in the **Tracking** field. Now, new or existing lot numbers can be assigned to newly-received or manufactured batches of this product. Important If a product has stock on-hand prior to activating tracking by lots or serial numbers, use an [inventory adjustment](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/ajustes-de-estoque/) to assign lot numbers to existing products in stock. ![Enabled tracking by lots feature on product form.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/tracking-product-form.png) ## Assign lots for shipping and receiving Assign new lot numbers to [incoming goods](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/numeros-de-lote/#inventory-product-management-assign-lots) on the receipt form. When shipping [outgoing goods](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/numeros-de-lote/#inventory-product-management-assign-lots-delivery), select products with specific lot numbers on the delivery order form. []() ### On receipts Assigning new or existing lot numbers to incoming goods can be done directly on receipts. To begin, go to the **Purchase** app to [create and confirm](https://www.youtube.com/watch?v=o_uI718P1Dc) a PO for products tracked by lot numbers. Then, click the **Receipt** smart button that appears at the top of the page to navigate to the warehouse receipt form. Note Alternatively, navigate to an existing receipt by going to the **Inventory** app, clicking the **Receipts** Kanban card, and choosing the desired receipt. Important Clicking **Validate** before assigning a lot number triggers a **User Error**, indicating that a lot number **must** be assigned before validating the receipt. ![Add lot/serial number user error popup.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/user-error.png) On the receipt form, on the product line in the **Operations** tab, select the **⦙≣ (bulleted list)** icon to the right of the product that is tracked by lot numbers. ![Show the bulleted list icon on the product line.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/bulleted-list-icon.png) The bulleted list icon on the product line. Doing so opens the **Detailed Operations** pop-up window, where the **Lot/Serial Number** and **Done** quantity are assigned. The two ways to assign lot numbers are **manually** and **copy/paste**. #### Manual assignment To manually assign lot numbers, click **Add a line**, and choose the location the products will be stored in under the **To** column. Then, type a new **Lot/Serial Number**, and specify the **Done** quantity. Note To assign multiple lot numbers, or store to multiple locations, click **Add a line**, and type a new **Lot/Serial Number** for additional quantities. Repeat until the total in the **Done** column matches the **Quantity Done** at the top. ![Assign lot number detailed operations popup.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/assign-lot-number-popup.png) #### Copy and paste From a spreadsheet with all of the lot numbers received from the supplier (or manually chosen to assign upon receipt), click **Add a line**, and proceed to copy and paste the lot numbers, in the **Lot/Serial Number** column. ![List of lot numbers copied on excel spreadsheet.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/lots-excel-spreadsheet.png) ![Lot numbers copied to the lot number line.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/bulk-sn.png) Lot numbers copied to the lot number line, with each lot number on its own line. After clicking away from the text field, Odoo automatically generates the necessary lot number lines. The quantities in the **Done** column match the first entry. Manually adjust the **To** locations and **Done** quantities for each lot number, as needed. Once all product quantities have been assigned a lot number, click **Confirm** to close the pop-up window. Then, click **Validate** on the receipt form. See also [Traceability report for lot numbers](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/numeros-de-lote/#inventory-product-management-lot-traceability) []() ### On delivery orders Odoo makes it possible to specify which lot numbers for a product are chosen for outgoing shipment on a delivery order form. To begin, create or select an existing quotation from the **Sales** app. After confirming the SO, the **Delivery** smart button becomes available. Click the **Delivery** smart button to view the warehouse receipt form for that specific SO. Note Alternatively, navigate to delivery orders by going to the **Inventory** app, and clicking the **Delivery Orders** Kanban card. Clicking the **Delivery** smart button opens the the delivery order form, where lot numbers are picked for delivery. In the **Operations** tab, click the **⦙≣ (bulleted list)** icon to the right of the product that is tracked by lot numbers. Clicking that icon reveals a **Detailed Operations** pop-up window. In the **Detailed Operations** pop-up window, a **Lot/Serial Number** is chosen, with the full **Reserved** quantity taken from that specific lot (if there is enough stock in that particular lot). If there is insufficient stock in that lot, or if partial quantities of the **Demand** should be taken from multiple lots, change the quantity in the **Done** column to only include that specific part of the total quantity. Note The lot automatically chosen for delivery orders varies, depending on the selected removal strategy (FIFO, LIFO, or FEFO). It also depends on the ordered quantity, and whether the lot's on-hand quantity is enough to fulfill the order. See also [Removal strategies](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/estrategias-de-remocao/) Next, click **Add a line**, select a different **Lot/Serial Number**, apply the remaining **Done** quantities, and click **Confirm** to close the pop-up window. Lastly, click the **Validate** button to deliver the products. ![Detailed operations popup for source lot number on sales order.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/detailed-operations.png) See also [Traceability report for lot numbers](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/numeros-de-lote/#inventory-product-management-lot-traceability) ## Lot management Manage and view existing lot numbers for products in the **Lot/Serial Numbers** dashboard by going to **Inventory app -> Products -> Lots/Serial Numbers**. By default, lot numbers are grouped by product, and selecting the drop-down menu for each product displays the existing lot numbers. Select a lot number to [modify or add details](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/numeros-de-lote/#inventory-product-management-edit-lot) linked to the lot. Lot numbers can also be [created](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/numeros-de-lote/#inventory-product-management-create-new-lot) from this page, by clicking the **New** button. ![Show the "Lot/Serial Number" dashboard.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/lot-dashboard.png) Display lot numbers, grouped by products, on the **Lot/Serial Number** dashboard. []() ### Modify lot Clicking a lot from the **Lot/Serial Number** dashboard reveals a separate page where additional information can be provided about the lot. Tip Odoo automatically generates a new **Lot/Serial Number** to follow the most recent number. However, it can be edited, by clicking the line under the **Lot/Serial Number** field, and changing the generated number to any desired one. On the lot number form, the following fields can be modified: - **Lot/Serial Number**: Change the lot number linked to the **Product** - **Internal Reference**: Records an alternative lot/serial number used within the warehouse that differs from the one used by the supplier manufacturer. - **Company**: Specify the company where the lot number is available. - **Description**: Add extra details about the lot or serial number in this text field. Important The **Product** and **Quantity** fields **cannot** be modified, as the lot numbers are linked with existing stock moves. ![Show the lot number form.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/lot-number.png) See also Set expiration dates for lots []() ### Reserve lot number for a product To create a lot number for a product, begin by going to **Inventory app -> Products -> Lot/Serial Numbers**, and click **New**. Important Creating a lot number reserves it for a product but **does not** assign it. To assign lot numbers, refer to the section on [assigning lot numbers on receipts](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/numeros-de-lote/#inventory-product-management-assign-lots). Tip While Odoo automatically generates a new **Lot/Serial Number** to follow the most recent number, it can be edited and changed to any desired number, by clicking the line under the **Lot/Serial Number** field on the lot form, and changing the generated number. Once the new **Lot/Serial Number** is generated, click the blank field next to **Product** to reveal a drop-down menu. From this menu, select the product to which this new number will be assigned. Example The lot number, `0000011`, is created for the product, `Drawer Black`. ![New lot number creation form with assigned product.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/new-lot-number.png) After a new lot number has been created, saved, and assigned to the desired product, the lot number is saved as an existing lot number linked to the product, and can be selected when [assigning lot numbers to products on a receipt](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/numeros-de-lote/#inventory-product-management-assign-lots), or when making an inventory adjustment. Example After creating the lot number, `0000011` appears as an option for `Drawer Black` when assigning lot numbers on the **Inventory Adjustment** page. ![Show how to assign serial numbers on the Inventory Adjustment page.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/inventory-adjustment.png) ## Manage lots for different operations types By default, new lots can only be created when receiving products, and existing lot numbers cannot be used. For sales orders, only existing lot numbers can be utilized, and new ones cannot be created on the delivery order. To change the ability to use new (or existing) lot numbers on any operation type, go to the **Inventory app -> Configuration -> Operations Types**, and select the desired operation type. On the operation type form, under the **Lots/Serial Numbers** section, tick the **Create New** checkbox to enable new lot numbers to be created during this operation type. Choose **Use Existing ones** if only existing lot numbers can be selected. ![Enabled traceability setting on operations type form.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/operations-type-form.png) Tip For inter-warehouse transfers involving products tracked by lots, it can be useful to enable the **Use Existing Lots/Serial Numbers** option for warehouse receipts. []() ## Traceability Manufacturers and companies can refer to traceability reports to see the entire lifecycle of a product: where it came from, when it arrived, where it was stored, who it went to (and when). To see the full traceability of a product, or group by lots, go to the **Inventory app -> Products -> Lots/Serial Numbers**. Doing so reveals the **Lots/Serial Numbers** dashboard. From here, products with lot numbers assigned to them will be listed by default, and can be expanded to show the lot numbers those products have assigned to them. To group by lots, begin by removing any filters in the **Search...** bar. Then, click the **Group By** drop-down menu, select **Add Custom Group**, and select **Lot/Serial Number** from the drop-down menu. Then, click **Apply**. Doing so displays all existing lots and serial numbers, and can be expanded to show all quantities of products with that assigned number. ![Lots and serial numbers traceability report.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/group-by-number.png) ### Traceability report To view a full stock moves report for a lot number, select the lot number line from the **Lots/Serial Number** dashboard. On the lot number form, click the **Traceability** smart button. ![Show the Traceability Report for a lot, that displays the stock moves.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/traceability-report.png) See also [Product tracking](https://docs.kmee.com.br/en/odoo/enterprise/modules/estoque/rastreamento-de-produtos/)