Lot numbers

Import Lot Numbers (Bulk)

• In the same pop-up, click Import Serials/Lots
• Paste multiple lot numbers (one per line)
• Tick Keep current lines if needed
• Click Generate

You must assign all required quantities to lot numbers before validating the receipt.

2) On Outgoing Shipments (Deliveries)

• After confirming a Sales Order (SO), click the Delivery smart button
• In the delivery form’s Operations tab, click the list icon
• In the Open: Stock Move pop-up, select or adjust the lot number(s)

Odoo automatically suggests lots based on the removal strategy (FIFO, LIFO, FEFO). You can override this manually.

• Once lots are selected for all products, click Save, then Validate

Manage and Create Lot Numbers Manually

Navigate to: Inventory → Products → Lots/Serial Numbers

• View lot numbers grouped by product
• Click New to create a lot manually
  • Enter the Lot/Serial Number (editable)
  • Choose the Product
  • Add Internal Reference, Company, or a Description
  • Click Save

Creating a lot number does not assign it to stock. You must still assign it during receipts or adjustments.

View and Edit Existing Lots

• From the Lot/Serial Numbers dashboard:
  • Click a lot to view details
  • Edit:
    • Lot/Serial Number
    • Internal Reference
    • Company
    • Custom Properties (via Add a Property button or ⚙️ icon)

Set Lot Tracking Rules by Operation Type

To control lot behavior per operation:

• Go to: Inventory → Configuration → Operations Types
• Choose the desired operation (e.g., Receipts, Deliveries)
• Under Lots/Serial Numbers, select:
  • Create New (allow new lots)
  • Use Existing (restrict to pre-defined lots)

Show Lot Numbers on Delivery Slips

• Go to: Inventory → Configuration → Settings
• Under Traceability, enable Display Lots & Serial Numbers on Delivery Slips
• Save settings

Print Delivery Slip with Lot Numbers

• Validate a Delivery Order
• Click Actions → Print → Delivery Slip
• The slip will show:
  • Product name
  • Lot number(s) under the Lot/Serial Number column

Traceability & Reporting

Odoo offers robust tracking via reports:

1) Lot/Serial Numbers Dashboard

• Navigate to: Inventory → Products → Lots/Serial Numbers
• Remove filters to view all records
• Use Group By → Add Custom Group → Lot/Serial Number to organize records

2) View Lot History and Movement

• Click a lot number from the dashboard
• On the lot form, click Traceability
• View a full history of stock moves (incoming, outgoing, transfers, etc.)