Difference between revisions of "16 Allocating Batches"
From TrueERP wiki
Simon Clive (Talk | contribs) (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. ...") |
Simon Clive (Talk | contribs) |
||
| Line 1: | Line 1: | ||
| − | Allocating Batches | + | '''Allocating Batches''' |
| − | How do | + | How do '''Batches''' interact with purchase and sales transactions? |
| − | Batches can be used to track Inventory Items based on original purchase order or manufacture. | + | '''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 | + | |
| − | allocation | + | |
| − | you have chosen. | + | |
| − | Go to Sales | + | *Go to the '''Sales''' Module |
| − | Select Invoice | + | *Select '''Invoice''' an a client from the drop down list |
| − | + | *Select a '''Product''' that has '''Batches''' turned on | |
| − | Select a | + | *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 '''Oldest Batch''' first. |
| − | + | *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 |
Latest revision as of 12:10, 16 August 2011
Allocating Batches
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 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.
- Go to the Sales Module
- Select Invoice an 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
