Assign batch/serial numbers

To assign a batch/serial item number

Open: Stock Control > Batch/Serial Nos > Assign Batch/Serial Nos.

  1. Select the item using the Code or Name.
  2. If you are using multiple locations, select the Warehouse from the drop-down list, to see the item at a specific location.
  3. Enter the batch/serial number.
  4. If required, enter additional information:
    • Alternative Ref.
    • Sell By date.
    • Use By date.
    • Attributes: Enter additional attributes if required.

      When receiving goods, you can choose to assign the attributes to all items in the list that do not have any attributes.

      When despatching goods, you can choose to apply attributes to only those items that are selected in the list.

    Note:

    Items that pass their Sell by or Use by date can still be sold or issued, as long as you have not chosen Sell by or Use by date as the fulfilment method.

    Stock items that have Sell by or Use by date set as the fulfilment method cannot be allocated to a sales order once the sell by or use by date has passed.

  5. Batch item only: Enter the batch quantity expressed in the item's stock unit.
  6. Click OK.
Tip:

When dealing with batch/serial numbered items you can also use:

  • Auto Create Nos: To quickly generate serial numbers click Auto Create Nos. Provided you are using numeric serial numbers, the system increments the first number you enter by one until each item has an assigned number.
  • Find: To search for batch/serial numbered items.
  • Show details: To view further information such as the item's supplier and goods in details.
  • Split Batch: To divide a batch into separate quantities.