Demote Inventory

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

Select an inventory lot and then select the DEMOTE INVENTORY LOT button. You will be asked to select a product. The products in your selection list will contain any product with the same seed variety and a lower pedigree than your current inventory lot. Once you save the update, another inventory lot will be created/saved with the term DEM beside the inventory lot name. This tells you that the lot was created by demoting. The inventory balances on hand, booked, and available are linked together with the parent inventory lot.

How lot demotion works in Seedtrakr

When demoting an inventory lot all inventory in that lot will be available to be sold at both the lower (demoted) pedigree and the original (parent) pedigree. This prevents the need to enter specific quantities from the higher pedigree lot to be demoted and allows the flexibility to sell the available inventory at either the lower or the original pedigree.

See the example below for how the demoting feature works:

This example starts with a registered inventory lot with 1000 bushels of inventory on hand and available. In this case some of the inventory needs to be sold as certified so we will demote the lot to a certified product.

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After demoting the inventory lot to certified, a new inventory lot is visible on the inventory lots screen.

Note that this lot is a different colour to indicate that it is demoted.
The demoted lot has no on hand inventory since this inventory comes from the parent lot when sold.
The demoted lot shows 1000 bushels on hand because there are 1000 bushels available in the parent lot to be sold. These quantities will always match since all the inventory comes from the parent lot.

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If we create a lot-level booking for the demoted/certified lot (as seen below) for 100 bushels, we now see that both lots show 900 bushels available and the demoted lot shows 100 bushels booked.

Booking:

Lot quantities after creating the booking:

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Even though we've demoted the registered inventory lot, we can still create bookings for it using the registered pedigree. To do this just create a lot-level booking for the registered inventory lot. In this case a booking has been created for 50 bushels for the registered lot.

The registered lot shows 1000 on hand (since there have been no pickups yet), 50 booked, and 850 available.
The demoted lot has updated as well to show 850 available because of the booking added on the registered lot.

Booking:

Lot quantities after creating the booking:

Watch the video below to learn how to Demote Inventory.

Note: You CANNOT demote a lot IF :

the inventory balance = 0 / if the lot has already been demoted / OR if the pedigree = Common.

Enter the Inventory Lot Details screen for the lot you want to demote, click View Lot Details.

Select the Demote Lots tab, then click on the Demote button that appears underneath.

The Demote Inventory Lot window will appear.

Fields appearing in Pink are Mandatory, and must be entered.

Product to demote to: Select from the list of products that contain the same crop type, variety and lower pedigree.

When complete, click Save.

The system will create the demoted "child" inventory lot.

Note: If a drop down list does not appear, products with the pedigrees involved need to be created prior to demoting.

On the Inventory Lot Details page, the demoted lot now appears on the bottom of the page.

In the Inventory Lots page, the demoted lot will be highlighted.

Access and view demoted lots from Parent Lot.

To view the demoted lots, from the parent lot details page, click the Demoted Lots tab.

The list of demoted lots will appear.

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