How the Auto Lot Selection Works
How the Auto Lot Selection Works
The POS Auto Lot Selection feature automatically assigns the most appropriate lot to a product during POS checkout based on the configured Lot Removal Strategy. This eliminates manual lot selection, reduces cashier errors, and ensures correct stock rotation.
When multiple lots are available for the same product, the system evaluates them using the selected strategy and automatically picks the correct one at the time of sale.
Example:
Consider a product Milk with the following available lots:
- Lot A – Expiry Date: 10 Oct
- Lot B – Expiry Date: 15 Oct
- Lot C – Expiry Date: 20 Oct
If the POS is configured with the FEFO (First Expiry, First Out) strategy, the system will automatically select Lot A during checkout, ensuring products closer to expiry are sold first.
Similarly, FIFO and LIFO strategies will follow their respective stock rotation logic without requiring any manual intervention from the cashier.
Additionally, if the cashier needs to change the automatically selected lot, it can be done easily using the default POS functionality provided by Odoo.
After adding the product to the order, the cashier can select the order line, open the lot/serial number selection, and manually choose a different lot based on operational requirements.
This ensures full flexibility at the point of sale—automatic lot selection speeds up the checkout process, while manual editing remains available whenever needed, without any additional customization.
STEP 1: Configure Lot Removal Strategy in POS
Navigate to Point of Sale → Settings and select the desired Lot Removal Strategy. This determines how the system automatically assigns lots when multiple lots are available.
STEP 2: Configure Product for Lot & Expiry Tracking
Ensure the product is configured with lot/serial tracking and expiration dates enabled. This allows the POS to correctly apply the selected lot removal strategy.
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