Question: What options are available to track products with serial or lot numbers?
Answer: There are two options - complete tracking and sales tracking.
The complete tracking option tracks all transactions (receiving, transfers, adjustments, shipments, etc.). This is set up by selecting the Serial Number or Lot check box on the Warehouse tab in Product Maintenance.
Note Unless there is significant business justification, it is not recommended that complete tracking is used because of the extra time and effort to track to this level of detail.
The sales tracking option tracks only shipments to customers. A product that is tracked at the sales level is assigned a tracking number (lot or serial) only when the product is shipped. This is set up by selecting the Serial Number or Lot radio button on the Warehouse tab in Product Maintenance.