V9 - Lots in bins report
Use case
The Lots in bins report (Operations > Reports > Inventory > Lots in bins) shows the bin and quantity of lot-tracked items by location.
While the basics for running any report in SOS Inventory are covered in Reporting introduction and Running a report, the filters, options, and columns specific to the Lots in bins report are explained below.
Filters
Bin tracked locations. Select All or individual bin-tracked locations. All is the default. Multiple individual bin-tracked locations can be selected.
Categories. Select All or individual categories. All is the default. Multiple individual categories can be selected. To use this filter, categories must be defined in SOS Inventory.
Item. Choose the lot-tracked item from the dropdown. If no item is selected, the report will include all lot-tracked items by default.
Item name contains. Type all or part of an item name to display its matching lots.
Bin number contains. Type all or part of a bin number to display the items it contains and their quantities.
Status. Select the appropriate lot status option for your needs: "All," "Not expired, not recalled," "Expired," or "Recalled." All is the default.
Options
Hide rows with all zeros. If you have lots with no quantities and no value, check this option to prevent them from being displayed in the report.
Header. Enter header text for the report, if desired. The header appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the header will appear only if you print your spreadsheet.
Footer. Enter footer text for the report, if desired. The footer appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the footer will appear only if you print your spreadsheet and will display above the system-generated text, Report Generated [date] [timestamp].
Columns
The default columns for the Lots in bins report are Lot and Item.
Five additional SOS column options are available, as well as any custom fields you have defined for items.
Sample Lots in bins report
The sample Lots in bins report below was filtered by the Bin tracked location California Office Bin Tracking enabled for Item Lemonade 4 oz 10 pack with the Status Not expired, not recalled. Only the default columns, Lot and Item, were selected. The Location, Bin, and Quantity columns are built into the report.
The Lots in bins report is organized by lots, in alpha-numeric order. Columns are sortable.
