Lot Number Sales

Create a report to list all orders of Items flagged for Sales or Full Lot tracking for a specific date range. Customize the report by selecting a specific Customer, Location or Item.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Government Reports
Grant permission to the individual report > Government Reports > Lot Number Sales

Create Your Report

In Date Selection create a date range

  • Start- Enter a Start Date using the mm/dd/yy date format or select from the drop down calendar
  • End- Enter an End Date using the mm/dd/yy date format or select from the drop down calendar.

Use Customer Selection to choose All Customer selected by default or select One Customer and enter a Customer ID or select F12 to search.

All Locations are selected by default in Location Selection. Select One Location and enter a Site ID or select F12 to search.

In the Category section, select All, one or multiple Item Categories.

Click to focus on a specific item, select Item Filter. See Using an Item Filter for more information.

Select Export then the to choose the location to save the produced report.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.