This tab is only displayed if the product group for this stock item uses batch or serial numbers.
You can choose whether the stock item uses batch or serial numbers.
For items using batch numbers you can specify whether the quantity for a customer is supplied from a single batch or supplied from several batches.
If you want the item to be supplied from a single batch, you must also have chosen A sale may be only be made from a single batch in the product group.
Note: This only applies to sales orders. It is not applied when recording stock in and out of Sage 200 using the Stock Control module. Items set to supply from a single batch are not included when purchase orders are generated automatically. You cannot use negative stock on these items.
When there is not enough stock to allocate batch/serial numbered items:
To trace items effectively, you usually use unique batch/serial numbers. If required, you can choose to use duplicate batch/serial numbers. This can be useful if you intend to record the manufacturer's batch or serial numbers, marked on the goods you receive, and you cannot be sure the numbers are always unique.
Open: Stock Control > Stock Records > Enter New Stock Item | Batch/Serial Nos.
Choose whether the stock item uses Batch numbers or Serial numbers.
You cannot use serial numbered items in conjunction with trade units of measure.
|
A sale may only be from a single batch |
Select this if you want to supply this batch numbered item from a single batch. You must also have chosen A sale may only be from a single batch on the Product Group. |
|
Allow duplicate numbers |
Select this to allow duplicate batch or serial numbers. |
Enter your Batch/Serial number automatic generation options:
If you are using you own batch/serial numbers, rather than those of your supplier, choose whether you want to automatically generate your batch/ serial numbers.
|
Automatic number generation |
Select the format of the batch/serial number. You can use a sequence number, date and sequence number or the order number and sequence number. |
|
Separator character |
Select a separator for the batch/serial number. For example if you select the date and sequence number and the forward slash character, the batch number would be 200070707/0001. |
|
Batch/Serial number prefix |
If you want to use a prefix on the batch or serial number, whatever you enter here will be used before any automatically generated number. |
|
Next available number |
You can choose to start on a specific sequence number, by entering it here. By default it is set to 1. |
|
Padding Length |
You can choose to leave a gap in the numbers that make up the batch/serial numbers. By default there will be no gaps. |
Select the Stock item also uses options:
These appear as additional columns when entering or amending batch/serial numbers.
|
Alternative References |
Select this if you want record an additional reference code or description. |
|
Sell by dates |
Select this if you want to record a sell by date for this stock item. |
|
Use by dates |
Select this if you want to record a use by date for this stock item. If required enter the Shelf life of the item. |
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 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.
Select the Processing options:
|
Batch & serial numbers must be recorded when goods are received |
Select this to assign batch/serial numbers when the item is recorded as received in Sage 200. Clear this option to assign the batch/ serial numbers after the goods are received in Sage 200. This marks the items as unassigned. While an item is unassigned, it can be allocated, but it cannot be issued or despatched until a batch/serial number is assigned to it. You assign the batch/serial numbers separately. Note: You cannot change this setting if there is stock recorded for the item. |
|
Include individual batch and serial numbers on count sheets |
Select this to display the batch/serial numbers for this item on stocktake sheets. |
Overview
Other tasks
Analysis details (stock record)
Reference
Generate POP orders automatically