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Import Lot/Serial Number in Picking-Receipt and Transfer from Excel File

7 min read
May 2, 2024
Odoo Apps

Don't you get irritated by importing lots of serial number while receiving product and transfer goods. Don't you think its reduce your effective productivity to total time waste, importing serial number is import task for WMS must be done carefully , when orders are big on regular basis the whole process become super lengthy, so its defiantly take a toll on your efficiency. This Odoo apps module allow you import lot and serial number in bulk from vendor in incoming shipping and for internal transfer process, it will make whole process so simple less time consuming.

Read More: Import Picking(Shipment/Delivery) from Excel or CSV File

Streamlining Inventory Operations Through Excel-Based Imports

Managing inventory accurately is essential for businesses that rely on lot numbers and serial numbers to track products throughout the supply chain. As transaction volumes increase, manually entering lot and serial information during receipts and internal transfers can become time-consuming and prone to human error.

The Import Lot/Serial Number in Picking Receipt and Transfer From Excel File module simplifies this process by allowing users to import tracking information directly from Excel files. Instead of entering data line by line, warehouse teams can upload large volumes of information quickly and efficiently.

This streamlined approach helps reduce data entry efforts, improve operational productivity, and ensure that inventory records remain accurate. By automating the import process, organizations can manage stock movements more effectively while maintaining complete traceability of products within Odoo.

Features

1) Import Bulk Serial Number for Incoming Shipment using Excel file.

When you get shipment from vendors, Our module allow you to import bulk Serial number in incoming receipt using excel file.

2) Import Bulk Lot Number for Incoming Shipment using Excel file.

When you get shipment from vendors, Our module allow you to import bulk Lot number in incoming receipt using excel file.

3) Import Bulk Serial Number for Internal Transfers using Excel file.

When you get shipment from vendors, Our module allow you to import bulk Serial number in incoming receipt using excel file.

4) Import Bulk Lot Number for Internal Transfers using Excel file.

When you get shipment from vendors, Our module allow you to import bulk Lot number in incoming receipt using excel file.

Improving Traceability and Inventory Accuracy

Product traceability plays a critical role in industries where lot and serial tracking is required for quality control, compliance, and inventory management. Accurate recording of lot and serial numbers helps businesses monitor product movement, manage recalls, and maintain reliable stock information.

The module supports improved traceability by enabling structured imports of lot and serial details directly into picking receipts and transfer operations. This reduces the risk of incorrect data entry and helps maintain consistency across warehouse processes.

By ensuring that tracking information is imported accurately, organizations can improve inventory visibility, strengthen stock control procedures, and support better decision-making based on reliable inventory data. The result is a more organized and efficient warehouse management process.

Import Serial Number and Lot Number in Picking Re​ceipt

Import Lot Number in Incoming Shipment(Purchases)

Under Product > Inventory > Traceability set "Tracking" as "By Lots" to import product with lot number on incoming shipment.

Import Lot Number in Incoming Shipment(Purchases)

Now suppose you have made order of 22 quantity and its generated shipment for that purchase as shown below in fig. Now if you want to Import it then you have to select the button which is highlighted in the below fig.

Import Lot Number in Incoming Shipment(Purchases)

Once you click on the button, you will see one wizard which is shown below in the fig. Here you have to click on Import Lots/Serial Number Button.

Import Lot Number in Incoming Shipment(Purchases)

Once you click on Import Lot/Serial Number button which we discussed above, you will get another wizard which is shown below in the fig.And you will get option to choose import serial number or lot number based on your product's tracking configuration. When you choose import lot number then you have to import lot number with qty(Inside excel file), when you choose serial number then you have to import only serial number code (inside excel file , example is attached).

User can download sample file to import bill of material by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.

Import Lot Number in Incoming Shipment(Purchases)

Once you click on Import in the above fig. that we discussed, you will get the following view which is shown below in the fig, this shows all set and all lot/serial numbers are imported perfectly.Now you have to just confirm it.

Import Lot Number in Incoming Shipment(Purchases)

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with lot number.

Import Lot Number in Incoming Shipment(Purchases)

On import wizard user have to select "Serial No" option and upload file containing serial number for product. User can download sample file to import bill of material by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.

Import Lot Number in Incoming Shipment(Purchases)

Once user click on "Import" button user can see serial number for product will imported from excel file.

Import Lot Number in Incoming Shipment(Purchases)

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with serial number.

Import Lot Number in Incoming Shipment(Purchases)

Import Serial Number and Lot Number in Internal Transfers Impor​t Lot Number in Internal Transfer

Now suppose you transfer 10 quantity and you want to import it with lot number then you have to select the button which is highlighted in the below fig.

Import Lot Number in Incoming Shipment(Purchases)

Once you click on the button, you will see new wizard which is shown below in the fig. Here you have to click on Import Lots/Serial Number Button.

Import Lot Number in Incoming Shipment(Purchases)

Once you click on Import Lot/Serial Number button which we discussed above, you will get another wizard which is shown below in the fig.And you will get option to choose import serial number or lot number based on your product's tracking configuration. When you choose import lot number then you have to import lot number with qty(Inside excel file), when you choose serial number then you have to import only serial number code (inside excel file , example is attached).

Import Lot Number in Incoming Shipment(Purchases)

Once you click on Import in the above fig. that we discussed, you will get the following view which is shown below in the fig, this shows all set and all lot/serial numbers are imported perfectly.Now you have to just confirm it.

Import Lot Number in Incoming Shipment(Purchases)

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with lot number and user can validate transfer.

Import Lot Number in Incoming Shipment(Purchases)

On import wizard user have to select "Serial No" option and upload file containing serial number for product.

Import Lot Number in Incoming Shipment(Purchases)

Once user click on "Import" button user can see serial number for product will imported from excel file.

Import Lot Number in Incoming Shipment(Purchases)

On click of "Confirm" button user can see picking order's done quantity as per demanded quantity with serial number.

Import Lot Number in Incoming Shipment(Purchases)

Benefits of Bulk Data Import for Warehouse Teams

Warehouse personnel often process large numbers of inventory transactions daily. Manual entry of lot and serial information can slow operations and increase the possibility of errors.

Bulk import functionality helps teams complete inventory activities more efficiently while maintaining accurate stock records and reducing administrative effort.

Frequently Asked Questions (FAQ)

What is the purpose of this module?

The module allows users to import lot numbers and serial numbers into picking receipts and transfer operations directly from Excel files within Odoo.

How does the module improve inventory management?

By automating the import process, the module reduces manual data entry, improves accuracy, and helps maintain better inventory records.

Can the module handle large volumes of tracking data?

Yes, the module is designed to simplify the management of large quantities of lot and serial number information through Excel imports.

Why is lot and serial number tracking important?

Lot and serial tracking help businesses maintain product traceability, improve inventory accuracy, and support quality control processes.

Does the module reduce manual work in warehouse operations?

Yes, warehouse teams can import tracking information in bulk, reducing repetitive data entry and improving operational efficiency.

Is the module useful for inventory-intensive businesses?

Yes, businesses managing large inventories and requiring detailed product tracking can benefit significantly from this functionality.

Can the module improve stock movement accuracy?

Yes, accurate import of lot and serial information helps ensure that stock transfers and receipts are recorded correctly.

Does the module support better inventory visibility?

Yes, maintaining accurate lot and serial records improves inventory tracking and overall warehouse visibility.

Conclusion

The Import Lot/Serial Number in Picking Receipt and Transfer From Excel File module provides a practical solution for businesses seeking to simplify inventory tracking and warehouse operations within Odoo. By enabling the bulk import of lot and serial number information through Excel files, the module reduces manual effort, improves data accuracy, and enhances operational efficiency.

The functionality is particularly valuable for organizations that manage high transaction volumes and require detailed product traceability. Through streamlined data imports and improved inventory control, businesses can maintain more accurate stock records while reducing the administrative workload associated with manual data entry.

Whether used in warehouses, distribution centers, manufacturing environments, or inventory-driven operations, the module helps organizations improve inventory management processes and maintain reliable product tracking throughout the supply chain.

Import Lot/Serial Number in Picking-Receipt and Transfer from Excel File
Dhruv Parmar Jr. Odoo Developer

About the Author

I am an Jr. Odoo Developer with expertise in custom module development, ERP implementation, and workflow automation. My work focuses on delivering scalable and efficient solutions tailored to business needs.
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