Lot trace helps to track product movements and leads to good quality control and customer service. To effectively manage inventory, manufacturers need the ability to trace products through the entire lifecycle of the product. The lot and serial numbers provide additional visibility into where your item came from and how it is being used.
To enable this feature, check the box of the below-listed features
| Subtab | Feature Name |
|---|---|
| Company | LocationsMultiple Units of Measure |
| Items & Inventory | InventorySerialized Inventory (required for serial number trace)Lot Tracking (required for lot trace)Bin ManagementAdvanced Bin/Numbered Inventory Management |
| CRM | Customer Relationship Management |
| Analytics | Suite Analytics Workbook |
| Suite Cloud | Custom RecordsClient Suite ScriptServer Suite ScriptSuite Flow |
Permissions to Use Lot and Serial Number Trace
| Permissions | Minimum Access Level |
|---|---|
| Lists > Subsidiaries | View |
| Lists > Items | View |
| Lists > Custom Record Entries | View |
| Custom Record > Trace Preferences | View |
| Custom Record > Trace-Grid | Edit |
Trace Preferences
Set the preferences for tracing
Navigations: Report> Lot/Serial Trace > Trace Preferences
Preference
- Email Sender- Select the employee record whose email address you want to use for sending the trace results
- Successful Email Template- Select the email template for sending the trace results.
- Error Email Template- Select the email template for sending the error report when the trace is unsuccessful.
- Email Recipient – Enter the email addresses of the recipients. Separate the email addresses by a comma.
- Export File Format- Select the default file format in which you want to export the trace report.
- Concise Report- When you check the Concise Report box, SuiteApp exports only the first level after the expansion of trace details in the report. If not checked, SuiteApp exports the complete trace report.
- Email CC – Enter the email addresses that you want to add to the email blind carbon copy (BCC).
- Email BCC – Enter the email addresses that you want to add to the email blind carbon copy (BCC).
