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.
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.
Open: Stock Control > Batch/Serial Nos > Assign Batch/Serial Nos.
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.
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.
When dealing with batch/serial numbered items you can also use:
Other tasks
Amend batch/serial item number
Traceable Item Enquiry workspace
Overview
Getting started with traceability
Reference
Batch/serial numbers (stock record)