Reassign lot/serial numbers¶

Changing a product’s tracking settings to use lots or serial numbers, after storing products in Odoo without them, can lead to inconsistent records. Follow this documentation to learn how to use an inventory adjustment to assign lot or serial numbers to products that were not originally assigned lots.

screenshot: inventory-reassign-warning

menu: Inventory ‣ Products ‣ Products ‣ (a product) ‣ Inventory tab
shows: The warning shown on a product form after switching "Tracking" to lots or serial numbers while units are still in stock without a lot/serial number.
highlight: The warning message (red frame).
data: A storable product with 10 units on hand and no lot/serial number.
module: stock
notes: English UI, light theme, 1440px width, crop to the warning.

Note

This document outlines the process of using two inventory adjustments: one to remove incorrect records without lot numbers, and another to save the quantities with the lot numbers.

Change on-hand quantity to zero¶

To change the product’s settings to track by lots or serial numbers, begin by navigating to Inventory app ‣ Products ‣ Products, and select the intended product.

Next, click the product’s On Hand smart button to open the Update Quantity page. In the On Hand Quantity column, change the value to zero.

Note

If the product is stored in multiple locations, make sure the total on hand quantity at all locations is zero.

screenshot: inventory-reassign-zero-quantity

menu: Inventory ‣ Products ‣ Products ‣ (a product) ‣ On Hand
shows: The "Update Quantity" page of a product with the "On Hand Quantity" of the single stock line set to zero.
highlight: The "On Hand Quantity" cell (red frame).
data: One quant at location WH/Stock, quantity changed from 10 to 0.
module: stock
notes: English UI, light theme, 1440px width, crop to the quant line.

Change traceability setting¶

Return to the product form (Inventory app ‣ Products ‣ Products), and switch to the Inventory tab. In the Traceability section, change the Tracking option from No Tracking to By Lots or By Unique Serial Number.

Restore on-hand quantity¶

After manually changing the on-hand quantity to zero and changing the Tracking setting to lots or serial numbers, restore the quantities by clicking the On Hand smart button from the desired product form.

On the Update Quantity page, because the on-hand quantity had been previously changed to zero, a No Stock On Hand warning appears on the page. From here, click the New button in the top-left corner. Doing so reveals a new, modifiable line on the Update Quantity page. Then, input a desired lot number in the Lot/Serial Number field, and adjust the On Hand Quantity to its original value.