Inventory Lots

To access the INVENTORY LOTS screen: Go to the INVENTORY menu → INVENTORY LOTS screen

Inventory Lots Summary:

In this screen you can manage your inventory lots. Seedtrakr keeps track of all your inventory movements including receipts, transfers, pickups, and adjustments on your inventory lots.
All history of an inventory lot can be viewed in the movements history.
Depending on what kind of lot you're on the screen, certain actions may not be selectable.
Inventory lots will show all inventory purchased, on hand, booked & available for each of them.
You can keep track of quality results (Report of Analysis and Grading Reports) on inventory lots.

Watch the videos below to learn how to use the Inventory Lots Screen

Screen Actions

The buttons in the top right corner are used to:

Add: Add a new inventory lot.
Show Legend: Show the colour legend for inventory lot types.
Bulk Clean Up: Clean up multiple empty inventory lots at once.
Refresh: Refresh the list of inventory lots.
Inventory by Lot Report: View the inventory by lot report in PDF format.
Download:
- Download Inventory by Lot (Excel): Download the inventory by lot report in excel format.
- Filtered Results Export (Excel): A report that downloads the contents (with filters applied) of the screen to excel in csv format.
Toggle Filter: Search a list of inventory lots by product, variety, crop type, contract grower, third party, commercial grain, clean status, and lot status.
Help: Go to the inventory lots section of the Seedtrakr help site.

Item Actions

In the list of Inventory Lots you can select an individual item and perform the following actions:

View Lot Details: Enter the details screen for the selected inventory lot.
View Changes: View a list of changes for the inventory lot.
View Movements: View all inventory movements for the inventory lot.
View File Attachments: Add or view file attachments for the inventory lot.

Inventory Lots Color Coding

White: Owned inventory lots

Yellow: Demoted lots

Blue: Third party lot or Contract Production

Purple: Toll Retail (Third party inventory that you sell for a retail fee)

The inventory lot colour coding carries over to the lot details page as well, the box outlining the inventory lot details will be coloured the same as the lot was on the inventory lots page.

Inventory Lot Details Screen

To access the INVENTORY LOTS DETAILS screen, click View Lot Details beside the lot you want to see more details for.

Inventory Lot Details Screen Actions

The buttons in the top right corner are used to:

Edit: Edit the inventory lot values.
Receive: Receive inventory into the inventory lot.
Transfer: Transfer inventory from one storage location to another storage location.
Quality: Add a report of analysis or a grading report to the lot.
Lab Samples: View lab samples for the inventory lot.
Bin Check Records: Track grain moisture and temperature.
Reports: Download lot specific reports.

The following appear under the More Actions menu:

Book: Create a booking for inventory from the current lot.
Adjustment: Adjust inventory for storage locations in the current lot.
Changes: View a list of changes for the inventory lot.
Purchase: Add a purchased amount to your inventory lot. You can receive against the purchase when you receive the purchased seed.
Split: Create a new lot using one or more inventory locations from the current inventory lot.
Movements: View all inventory movements performed for the inventory lot.
Demote: Demote the inventory lot to a lower pedigree inventory lot.
Attachments: View and attach specific files to the inventory lot such as crop inspection reports, etc.
Convert: Convert this lot to commercial grain.
Add Lot Processing: Add a lot processing record for this lot.
Add Seed Crop: Add a seed crop record for the current inventory lot.
Link Seed Crop: Link the current inventory lot to an existing seed crop record.
Blend Lots: Blend the current inventory with other lots to create a new blended lot.

Inventory Lot Details Screen Tabs

The tabs in the middle of the screen are:

Inventory Storage Amounts: All storage locations that contain inventory from this lot will appear here with the quantity they contain.
Totes: All totes in this lot will appear in here.
Split Lots: All lots split from this lot will appear under this tab.
Demoted Lots: View all demoted lots that were created from the current lot.
Traceability: All seed crop records that this inventory lot is linked to will appear here.
Quality: If you've added quality results to the inventory result, this is where the results will appear.

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