Item Batch

Item Batch No.

This module allows items to be controlled by batch numbers.

Go to Tools > Program Control > Module Setting

Check the checkbox of Item Batch No. to enable it.

Set Item With Batch Number

First of all, lets create an item with batch number and maintain its opening balance.

Go to Stock > Stock Item Maintenance

Create a new item; or select an existing item, click on Edit,

Check the checkbox of Controlled by Batch No.

Click on the tab of Item Batch,

Click on '+' sign to add batch(es) number for opening quantity.

Batch No: key in batch number. Batch number after transacted can only be changed at Tools > Change Code> Change Item Batch

Description: key in batch description

Manufactured Date: key in a date this batch of goods being manufactured

Expiry Date: key in expiry date of this batch.

Last Sales Date: this date will be copied from expiry date (you may modify if needed) and it means the last date this batch can be sold. After this date, the batch number will not be displayed for selection.

Bal Qty: balance quantity of this batch.. for opening balance quantity, go to Stock > More Stock Maintenance > Item Opening Balance Maintenance.

Opening Balance Quantity By Batch

Go to Stock > More Stock Maintenance > Item Opening Balance Maintenance

Define filter options, click on Apply Filter,

Click Auto Generate Opening Balance by Filter Criteria,

Assign batch number and opening quantity respectively,

Click on Save... the Bal Qty of Item Batch tab in Stock Item Maintenance will be updated immediately.

Purchase Item with Batch Number

Go to Purchase > Purchase Invoice

Add a new Invoice, select Creditor, select the item with batch number,

At Batch No column, click to select (Add Batch No)

Key in new batch number, description and manufactured/expiry dates

Click on Add,

Key in the quantity and Save.

Note: To edit batch details after saved, go to Stock > Stock Item Maintenance > Edit Stock Item> Item Batch (date must not be blank, any changes of date will update purchase record). To change batch number, go to Tools > Change Code > Change Item Batch.

Selling Item with Batch Number

Go to Sales > Invoice

Add a new Invoice, select Debtor, select the item with batch number,

At Batch No column, click to select batch number....