Simon Clive at 01:10, 16 August 2011

2011-08-16T01:10:10Z

Simon Clive: Created page with "Allocating Batches How do batchess interact with purchase and sales transactions? Batches can be used to track Inventory Items based on original purchase order or manufacture. ..."

2011-06-29T01:39:01Z

Created page with "Allocating Batches How do batchess interact with purchase and sales transactions? Batches can be used to track Inventory Items based on original purchase order or manufacture. ..."

New page

Allocating Batches

How do batchess interact with purchase and sales transactions?

Batches can be used to track Inventory Items based on original purchase order or manufacture. A Batch number
as a result will be identical for multiple products as compared to Serial Numbers which are unique for each product.
When you buy or sell a product with batches activated, you must record which batch the product is from. The
allocation<LinkId=958> of the batch can be automatic or manual at the time of the transaction depending on the settings
you have chosen.

Go to Sales tab
Select Invoice
Select a client from the drop down list
Select a product that has batches turned on
Click on the Allocation column - if batch allocation is set to automatic the batch will have been allocated based on
oldest batch first. If manual you can choose the batch from the drop down list of available batches. If Automatic you can
overide the allocation by selecting another batch

@@ Line 1: / Line 1: @@
-Allocating Batches
+'''Allocating Batches'''
-How do batchess interact with purchase and sales transactions?
+How do '''Batches''' interact with purchase and sales transactions?
-Batches can be used to track Inventory Items based on original purchase order or manufacture.  A Batch number
+'''Batches''' can be used to track '''Inventory Items''' based on original purchase order or manufacture. A '''Batch''' number as a result will be identical for multiple products as compared to '''Serial Numbers''' which are unique for each product. When you buy or sell a product with '''Batches Activated''', you must record which batch the product is from. The allocation of the batch can be '''Automatic''' or '''Manual''' at the time of the transaction depending on the settings you have chosen.
 as a result will be identical for multiple products as compared to Serial Numbers which are unique for each product.
-When you buy or sell a product with batches activated, you must record which batch the product is from.  The
-allocation<LinkId=958> of the batch can be automatic or manual at the time of the transaction depending on the settings
 you have chosen.
-Go to Sales tab
+*Go to the '''Sales''' Module
-Select Invoice
+*Select '''Invoice''' an a client from the drop down list
-Select a client from the drop down list
+*Select a '''Product''' that has '''Batches''' turned on
-Select a product that has batches turned on
+*Click on the '''Allocation''' column
-Click on the Allocation column - if batch allocation is set to automatic the batch will have been allocated based on
+*If Batch allocation is set to '''Automatic''' the batch will have been allocated based on '''Oldest Batch''' first.
-oldest batch first. If manual you can choose the batch from the drop down list of available batches.  If Automatic you can
+*If '''Manual''' you can choose the batch from the drop down list of available batches.
-overide the allocation by selecting another batch
+*If '''Automatic''' you can overide the allocation by selecting another batch

16 Allocating Batches - Revision history

Simon Clive at 01:10, 16 August 2011

Simon Clive: Created page with "Allocating Batches How do batchess interact with purchase and sales transactions? Batches can be used to track Inventory Items based on original purchase order or manufacture. ..."