How To: Setup Batches
Table Of Contents
Batch codes allow you to track stock by batch number, helping with traceability, stock management and expiry date control.
Once a stock item has been configured as a batch-controlled item, you can create and manage its batch codes from the Batches tab.
Create a New Batch Code
- Open the [ Stock | Detail | Batches ] tab.
- Press Alt+E or click Edit to enter edit mode.
- Click the Add button.
- Enter the required Batch Code.
- Click in the Expires column.
- Press F4 and select the expiry date for the batch, if applicable.
- Repeat these steps for any additional batch codes you need to create.
- Press Ctrl+S or click Save to save the changes.
Batch Expiry Dates
Expiry dates are optional, but they are recommended where stock has a limited shelf life.
Adding expiry dates can help:
- Track stock rotation.
- Identify batches approaching expiry.
- Improve stock traceability and reporting.
Alternative Method
Batch codes can also be created when receiving stock through a Goods Received Note (GRN).
This can be useful when creating new batches as stock arrives from a supplier.