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POS Lot & Serial Number Selection
This module extends Odoo Point of Sale (POS) by allowing cashiers to select Lot/Serial Numbers directly during the POS sales process. It also supports Expiration Date tracking for better inventory management
Features
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Features
Lot & Serial Number Selection in POS
This module enables cashiers to choose specific lot numbers or serial numbers at the time of sale directly in the Point of Sale interface. Instead of relying on the backend to manage lots, the cashier can view all available lots or serials for a product and select the appropriate one in real time.
Expiration Date Tracking
For industries dealing with perishable or time-sensitive goods, expiration management is critical. With this feature, the POS shows each lot expiration, best before, removal, and alert dates so cashiers can make informed decisions while selling.
Screenshot
1.) Enable Lots & Serial Numbers in Inventory Settings
Settings in enable both Lots & Serial Numbers and Expiration Dates. These settings are mandatory to allow tracking of products by lot or serial in both Inventory and Point of Sale.
Navigation : Setting → Inventary → Traceability
2.) Configure Product with Lot Tracking
we configure the product Storage Box to be tracked by Lots. By enabling the options Track Inventory by Lots and Valuation by Lot/Serial Number, Odoo ensures that every stock movement for this product is tied to a specific lot.
Navigation : Point of Sale → Product Variants → Product
3.) Enable Expiration Date for Products
Activating the Expiration Date option under the Traceability section allows Odoo to manage time-sensitive stock. Once enabled, the system provides several date fields: Expiration Date defines how many days after receipt the product becomes invalid, Best Before Date specifies when the product should ideally be consumed, Removal Date indicates when the product should be taken out of available stock, and Alert Date triggers an early warning before expiry.
Navigation : Point of Sale → Product Variants → Product → Inventary
4.) Lot Tracking in Inventory Overview
the system displays the available lots or serial numbers linked to the selected product, in this case, the Storage Box. Each lot is listed with its respective on-hand quantity, allowing businesses to monitor stock availability across different lots.
Navigation : Point of Sale → Product Variants → Product → Update Quantity
5.) Lot Selection in POS Order
When adding a product to a POS order, the system prompts the user to select the specific lot or serial number for the product being sold. In the example, the Storage Box shows multiple lots (Lot/01 and Lot/02) with available quantities, along with important dates such as expiration and removal dates.
6.) POS Order with Assigned Lot Number
Once the lot is selected, the POS order reflects the assigned lot number alongside the product details. Here, the Storage Box has been sold with Lot Number Lot/01, ensuring that the sales record is directly tied to a specific inventory batch. This integration enhances traceability, as businesses can track which customer received products from which lot. Such detailed tracking is critical for managing product recalls, handling customer complaints, and complying with industry regulations.
7.) Create and Manage Serial Numbers
This screen allows users to create and manage lot/serial numbers for products directly from the backend inventory module. In the example, the product Cabinet with Doors has multiple serial numbers assigned (Ser/01, Ser/02, Ser/03, Ser/04). Each entry displays the on-hand quantity, reserved quantity, history, and replenishment options, giving full control over stock movement.
Navigation : Point of Sale → Product Variants → Product → Update Quantity
8.) Serial Number Selection Popup
This screen appears when adding a serialized product to the cart in POS. The system prompts the cashier to select available serial numbers before proceeding. It clearly shows the lot/serial number, available quantity, expiration date, removal date, and use date, ensuring accurate product tracking. Cashiers can increase or decrease the quantity for each selected serial and remove unnecessary ones.
9.) Serialized Product Added to Cart
Once the cashier selects the serial numbers, they are displayed directly under the product in the order line. In this example, the Cabinet with Doors is added with two specific serial numbers (Ser/01 and Ser/02). This makes it easier for both cashier and customer to confirm which exact units are being sold. By tying sales to unique serials, businesses gain traceability, better warranty handling, and after-sales service support.
User Guide
