INV-03 Inventory by Lot

Stock by lot with on-hand / allocated quantities and expiry dates.

This report shows stock lot by lot: for each lot you can see how much is on hand, how much is already allocated, and when the lot expires. It uses real-time data, so it reflects the lots as they stand when you run it.

What this report is for#

Use it when lots matter: to follow a specific lot, to see which lots expire soon, or to check how much of a lot is still free after allocation. It is also the place to see allocated quantity, which INV-01 does not show.

How the numbers are counted#

The figures come from the lot-level stock records: on-hand and allocated quantities are added up per lot, SKU and location, and each row carries the expiry date of that lot. On-hand is the total held for the lot; allocated is the part already set aside for orders.

Dimensions and filters#

• Lot No. — the lot
• SKU / Item — the product
• Location — where this lot is stored
• Expiry Date — when the lot expires
• Qty On Hand — quantity held for the lot
• Qty Allocated — quantity already allocated
• Filters you can set: Warehouse, Client

How to read it#

Read one lot per row: on-hand minus allocated is the part not yet set aside. Check the expiry date on the same row — a lot with plenty on hand but a near expiry date needs attention first. The same lot can appear on more than one row if it sits in more than one location.

Typical uses#

• Follow one lot from receipt to outbound and check its remaining quantity
• Find lots that expire soon and deal with them first
• Check how much of a lot is already allocated to orders

Reports features used in this article: pick this report in Reports, set the warehouse or client filter and click Run to see the result; use Export to download the result as a CSV file; or use Subscribe to have the same view sent to your inbox on a schedule.

Note on subscriptions: your subscription and its filters are saved right away. Scheduled email delivery is being switched on in stages — sending starts as soon as delivery opens for your organization.