Assign batch/serial numbers
Stock items must have batch/serial numbers assigned before they can be issued or despatched. Depending on the default set in Stock Control settings Options tab or in the stock record, you either assign numbers when goods are recorded as received in Purchase Order Processing, or you assign them later, using this option.
Using this option, you manually record a batch or serial number for each item.
- For items using serial numbers, you can choose to automatically generate subsequent serial numbers. This avoids the duplication of existing serial numbers.
- For items using batch numbers, you can choose to allocate stock from several batches, if required. Alternatively you can choose to only sell items from a single batch. Once a batch number has been assigned to the batch, the batch cannot be split.
As you enter the batch/serial numbers, check are made for duplicate numbers. A warning is displayed when a duplicate number is found. If a duplicate batch number is found you can choose to add the quantity to the existing batch. If required, you can choose to Allow duplicate numbers in the stock record.
You can must also add additional information if required, such as the sell by and use by dates, as well as a alternative references.
To assign a batch/serial item number
Open: Stock Control > Batch/Serial Nos > Assign Batch/Serial Nos.
- Select the item using the Code or Name.
- If you are using multiple locations, select the Warehouse from the drop-down list, to see the item at a specific location.
- Enter the batch/serial number.
- 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.
- Batch item only: Enter the batch quantity expressed in the item's stock unit.
- Click OK.
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.