Confirm selected batch or serial numbered items

For traceable items, you must confirm the selected batch or serial numbers, if you have chosen to Assign batch serial numbers when allocating stock in the Stock Control Settings Options tab.

You must also confirm the batch numbers of any stock items that have been set to A sale may only be from a single batch.

The batch/serial numbers are assigned automatically.

To amend the selected batch/serial numbers

1. To view or amend batch or serial numbers for an item line, select Amend Batch/Serial.

2. To amend the selected batch or serial numbers:

   • To select items to allocate, select the check box to the left of the batch or serial number.
   • Deselect any batch or serial numbers that you don't want to allocate.
3. To view additional details assigned to the traceable item, select Attributes.
4. Batch items only: Enter the Quantity to Allocate in the item's selling unit.

5. If you make any changes, check that total quantity required matches the batch quantities selected or serial numbers selected.

   Tip:

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

   • Auto select: The system selects the items for you starting with the first item and continues selecting them in the order the items are displayed until the required quantity is satisfied.
   • Find: To search for batch/serial numbered items.
   • Show details: To see further information such as the item's supplier and goods in details.
   • Refresh: To update the status availability of displayed items. Only required if you have attempted to select items from the list that have been secured by other Sage 200 processes.
6. Click OK to confirm the selection.