PL ProfitLensGCC ERP by Somar
Help CenterWorkflowsReceive and Control Tracked Inventory
Workflows

Receive and Control Tracked Inventory

Preserve item identity from product setup through receiving, count, dispatch, proof, and return.

Before you start

Available actions depend on role, record status, company configuration, and subscription. Work in the correct company and review every validation message before continuing.

Recommended operating sequence

  1. Set the product as piece, lot-expiry, or serial tracked and complete SKU, barcode, GTIN, manufacturer, MPN, brand, and origin where applicable.
  2. At receiving, select the PO line and capture the required lot and expiry rows or one serial per received piece.
  3. Print or scan product, internal QR, or GS1-compatible labels as operationally appropriate.
  4. Include the tracked product in physical count sessions and investigate quantity, lot, expiry, or serial variances.
  5. Pick and dispatch the correct identity through warehouse and route workflows.
  6. Capture delivery outcome and proof, then preserve eligible identity allocation when processing a return.

Modules

Live

Inventory & Product Master

Control products, valuation context, images, identifiers, manufacturer data, and piece, lot-expiry, or serial tracking.

Open guide → Live

Receive Goods (GRN)

Receive purchase orders with drafts, over-receipt reasons, lot-expiry or serial capture, scanning, and GS1-compatible labels.

Open guide → Live

Stock Count

Run physical inventory sessions with scanning, lot, expiry, serial, approval, variance, and posting controls.

Open guide → Live

Warehouse Order Preparation

Turn confirmed orders into picking, packing, package, label, and ready-for-dispatch work.

Open guide → Live

Driver Route & Proof of Delivery

Give drivers a mobile route for shipments, pickups, navigation, exceptions, collections, and policy-based delivery proof.

Open guide → Live

Process Returns (RMA)

Inspect customer return requests and return eligible quantities, lots, or serials to the correct disposition.

Open guide →

Verify after completion

  • Confirm the final record status and generated document.
  • Review the downstream module instead of assuming the handoff succeeded.
  • For finance activity, verify source, treasury, and ledger context as authorized.
  • Use the official correction or reversal path when an error is found.