Items - Batch number traceability

How to enable batch number traceability for your stock items and how to add a batch on each transaction.

Enterpryze Batch traceability🔢

The Enterpryze Batch feature allows you to add and track batch numbers assigned to groups of items where they require unique identification in your production or business process.

It is simple to activate this feature which can also provide you with several useful reports which can be found in the Items menu:

• Batch Availability - this will show batch numbers available for each stock item and the warehouse for that item

• Batch Expiry - this will list the expiry details of your Batch numbers

• Batch Traceability - this will show an audit trail of your Batch numbers from when they arrive into stock to when they are shipped to your customers.

• Batch Sales Report - this details all the Sales relating to a specific Batch.

The process for using the batch Feature is simple:

• Enable the Feature in your Items screen

• Add your Batch on your Purchase transactions, Goods Receipt & Purchase Invoices

• Add your Batch to your Sales transactions, Sales Deliveries & Sales Invoices

• Add your Batch to your stock transactions such as Goods In / Goods Out

1. How to enable the feature

• When creating an Item, you can tick the Batch Numbers tick box to enable the feature for that item.

• If you want to activate this for an existing item, you can Edit the item and tick the Batch Number tick box to enable the feature.

 

 

2. How to add batch on Purchase Transactions

The batch number can be added from Good Receipt or Purchase Invoice. If your transaction has batch enabled items, it is mandatory to add the batch number otherwise you will not be able to save the transaction. This is how you can add batch number:

• On Good Receipt or Purchase Invoice, select Supplier and add items.

• Click on Edit Batch Number button

• Click on Plus button

• Add Batch Number, Quantity, Reference, and Expiry Date

• After everything is filled in then click Close button

3. How to add batch on Sales Transactions

The batch number can be added from Sales Delivery or Sales Invoice. If your transaction has batch enabled items, it is mandatory to add the batch number otherwise you will not be able to save the transaction. This is how you can add batch number:

• On Sales Delivery or Sales Invoice, select customers and add items.

• Click on Edit Batch Number button

• Click on Up Arrow button to pick the batch you want to use

• You can edit the Quantity as needed

• After everything is filled in then click Close button

4. How to add batch on Goods Adjust In transactions

The batch number can be added from Goods Adjust In. If your transaction has batch enabled items, it is mandatory to add the batch number otherwise you will not be able to save the transaction. This is how you can add batch number

· On Goods Adjust In add the items.

· Click on Edit Batch Number button

· Click on Plus button

· Add Batch Number, Quantity, Reference, and Expiry Date

· After everything is filled in then click Close button

5. How to add batch on Goods Adjust Out transactions

The batch number can be added from Goods Adjust Out. If your transaction has batch enabled items, it is mandatory to add the batch number otherwise you will not be able to save the transaction. This is how you can add batch number:

· On Goods Adjust Out add the items.

· Click on Edit Batch Number button

· Click on Up Arrow button to pick the batch you want to use

· You can edit the Quantity as needed

· After everything is filled in then click Close button

Now you can see how simple it is to enable the Enterpryze Batch feature and start assigning batches to your transactions!🙌

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