Should you be lot-tracking?

  • If you are in the province of Alberta, some inspectors require lot numbers to appear on the POS. In that case, your must lot-track in Greenline.
  • Even if your Alberta inspector does not require it, Greenline highly recommends Alberta stores to lot-track.
  • If you are not in Alberta, you are not required to lot-track in the POS.
  • Please contact support@getgreenline.co to enable lot-tracking on your account.

Add lot-tracked products

First, please contact support@getgreenline.co to enable lot-tracking on your account. Once enabled, you will see a "Lot tracking" option in your edit product page.

Here are a few things to keep in mind:

  1. Once you enable lot-tracking, you may not disable it again.
  2. For lot-tracked products, you must always include lot numbers in your audits, purchase orders, and sales.
  3. If you enable lot tracking for a previously-existing item, the system will automatically create a "UNTRACKED" lot number for your current inventory.

Lot-tracking for purchase orders

Once you enable lot-tracking for a product, you must add lot numbers to keep track of inventory changes at all times. In some provinces, lot-tracking is mandatory as part of the compliance procedures.

Adding lots

  1. Type the name of your lot-tracked product in Search products and press enter.
  2. Click on the + button in the Lot # column to open a dropdown menu. (You don't see the Lot # column? See the "Enable lot-tracking in add/edit product page" section).
  3. Enter the lot number and quantity and press Add lot button.
  4. You cannot complete an audit until all lot # fields match the Qty received  columns.

Editing lots

  1. Before completing the purchase order, simply click on the delete button and add new lots.
  2. After completing the purchase order, make appropriate changes in an inventory audit.

Lot tracking for audits

Similar to purchase orders, our audits feature requires lot # entries for each lot-tracked product.

Please follow the steps below to audit lot-tracked products.

  1. Add a lot-tracked product.
  2. Click on the + button in the Lot # column to open a dropdown menu. (You don't see the Lot # column? See the "Enable lot-tracking in add/edit product page" section)
  3. Select a lot number in the dropdown and enter the Counted quantity.
  4. To complete an audit, press Complete button at the top-right corner. 

You can add new lot numbers by pressing the + button next to the "Select a lot" selector. 

Please note that any lots excluded from an audit or with a quantity set to 0 will be closed and will not be visible at POS. You may re-open lots by auditing a new lot with the same closed lot number.

Lot-tracking on the inventory overview page

If you are doing a quick single-product lot count, the easiest way is to do so through the master inventory screen:

Here you can also see the full list of your active lot numbers. You can click the lot number to edit it as well.

If you are doing a quick single-product lot count, the easiest way is to do so through the master inventory screen:

  1. Go to Overview  under Inventory in the navigation.
  2. Search for the lot-tracked product.
  3. Click the inventory quantity
  4. Select Add inventory, Subtract inventory, or Set inventory
  5. Select a lot number to be audited in the dropdown and audit as a reason. Enter a lot quantity and press Add button. 

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