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[FW][IMP] Inventory: add delivery slip setting to lots #11739

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Original file line number Diff line number Diff line change
Expand Up @@ -339,6 +339,42 @@ Choose :guilabel:`Use Existing ones` if only existing lot numbers can be selecte

.. _inventory/product_management/lot-traceability:

Display lots on delivery slips
==============================

When selling products tracked with lots, it is possible to include the lot numbers on the delivery
slips sent to customers. This can be helpful to customers in cases where lot numbers are needed,
such as filing an RMA or repair request, or registering the product.

To include lot numbers on delivery slips, open the :menuselection:`Inventory` app, and navigate to
:menuselection:`Configuration --> Settings`. Scroll down to the :guilabel:`Traceability` section,
tick the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` checkbox, and click
:guilabel:`Save`.

After enabling the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` setting, lot numbers
are listed on delivery slips for products tracked by lots, once the delivery order is validated.

To view lot numbers on delivery orders and delivery slips, navigate to the
:menuselection:`Inventory` app, click on :guilabel:`Delivery Orders`, and select an order containing
a product tracked using lots.

To view the lot numbers of products included in the order, make sure the :guilabel:`Operations` tab
is selected, then click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` button to the right of
the tab. Ensure that the :guilabel:`Serial Numbers` checkbox is ticked, which causes a
:guilabel:`Serial Numbers` column to appear. The lot number(s) for each product included in the
order are displayed in this column.

When the order is ready to be processed, click :guilabel:`Validate` to confirm the delivery and add
product information to the delivery slip.

At the top of the order's form, click the :icon:`fa-cog` :guilabel:`(Actions)` button, and select
:guilabel:`Print --> Delivery Slip`. The delivery slip is then downloaded. Open the delivery slip
using the device's browser or file manager. Lot numbers are listed next to their respective products
in the :guilabel:`Lot/Serial Number` column.

.. image:: lots/delivery-slip.png
:alt: The order lines section of a delivery slip, showing a product and its serial number.

Traceability
============

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