Inventory Management

Editing Track-By Values

1.0 min read

| September 14, 2024

A track-by is an attribute that is typically captured when an item is received into your facility, allowing you to associate a specific value with a SKU so that you can use that value to trace it within the warehouse or identify that particular value during the pick/pack process. Examples of track-by's include serial numbers, expiration dates, lot numbers, and product cost.

Sometimes you may need to add or edit a track-by value or custom field (saved element) after a receipt is confirmed, which the Edit Track-By's page allows you to do. This article reviews how to adjust an item's track-by value on a closed receipt.

To edit track-by values, you must have the following permission assigned to your user role: Inventory Module > Edit Track-bys.

 
  1. Navigate to Inventory Edit Track-Bys in 3PL Warehouse Manager, then select a relevant Customer and Warehouse from the drop-down menus.
  2. Use the 'Global Search' option to search for a keyword or phrase across all available fields, or select a specific field from the drop-down list, then enter a value in the adjacent field.
  3. Click the green plus button to apply additional search criteria (not applicable with a global search), then click Search to populate the items that match your specified criteria.
  4. Locate the relevant line item, then click the edit icon in the second column.
  5. Edit the track-by values as needed, then click SaveNote that if a track-by field is grayed out, you must enable tracking in the item's setup under Items > Manage Items.
  6. Repeat Steps 2–5 for each track-by value that needs an adjustment.

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