Creating Lots by Quick-Start

Note: This feature requires the Chemical Inventory module licensed at your site.

Create new lots in your system using this method when their component is unknown or not yet defined in your system as an SDS or part. This method is basically a faster version of Creating Lots by Selection, but the new lots' undefined components should be defined as soon as possible; see Lot Components for details.

This operation requires access to a Start Lot transaction type (see Administration: Transaction Types).

To create new lots by quick-start:

Starting at the Lot Search Center page (How do I get there?), do the following:

1. At the right side of the page, click New Lot.

2. Click the Quick-Start Lot picture.

3. Click the blue Location link to choose the location for your new lot(s). A pop-up window will show your site’s location tree. Clicking a location’s expand () icon will display its sub-locations. Find the desired location (or sub-location), select it, and then click the OK button; to set the chosen location as the default location selection, check the appropriate checkbox near the bottom of the window before clicking the OK button.

4. In the first of the two Quantity fields, type the number of lots you are generating. In the second field, type the quantity of product that each new lot contains and choose the proper unit of measure for this quantity using the adjacent pick list. Click Next.

5. Choose a Start Lot Transaction Type using the pick list.

6. Enter the name of the product contained by the new lot(s) in the Product Name field.

7. Enter the manufacturer of the new lot(s) in the Manufacturer field. To select a manufacturer from your manufacturer index, click the adjacent ellipsis (...) button.

8. Enter a description for the new lot(s) in the Description field.

9. Enter the expiration date of the new lot(s) in the Expiration Date field.

10. If necessary, edit the Transaction Date (which will default to today’s date).

11. To assign someone as the owner of the new lot(s), click the Current Owner link to open a pop-up list of users at your site. Choose the desired user and click the OK button in the upper right-hand corner of the list.

12. Click Next.

13. If you are only creating a single lot in this operation, skip to step 14. If you are creating multiple lots, you will have to place them in a collection. To place them in a new collection, type the name for the new collection in the Collection field; to add the new lots to an existing lot collection, leave the Collection field blank and choose the desired collection using the pick list.

14. Comply Plus will automatically generate a lot number for each new lot according to the Lot Number Mask defined for your site (see Site Settings). Click the Next button to create your new lot(s).