Managing Batch wise Inventory

A set of items which have the same properties and attributes can be grouped in a single Batch. For example, pharmaceutical items are batch, so that its manufacturing and expiry date can be tracked together.

To maintain batches against an Item you need to mention 'Has Batch No' as yes in the Item Master.

Is Batch

You can create a new Batch from:

Stock > Documents > Batch > New

Read Stock batch to learn more.

For the Batch item, updating Batch No. in the stock transactions (Purchase Receipt & Delivery Note) is mandatory.

Purchase Receipt

When creating Purchase Receipt, you should create new Batch, or select one of the existing Batch master. One Batch can be associated with one Batch Item.

Batch in Purchase Receipt

Delivery Note

Define Batch in Delivery Note Item table. If Batch item is added under Product Bundle, you can update it's Batch No. in the Packing List table as well.

Batch in Delivery Note

Batch-wise Stock Balance Report

To check batch-wise stock balance report, go to: Stock > Standard Reports > Batch-wise Balance History

Related Topics

  1. Item

  2. Item Group

  3. Batch

  4. Delivery Note

  5. Purchase Receipt

  6. Stock Entry

  7. Stock Settings

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