ABOUT LOT/BATCH NUMBER TRACKING
Batch Number Tracking allows you to track a batch of products from its creation, right through to its sale. Batch Number Tracking can be used with any assembly in Unleashed; this enables continuous monitoring of a component or ingredient throughout the process. As you receive a component, you can record its batch number, the batch is then tracked throughout your assembly process all the way to the customer. You can attach batch numbers to a product with a dedicated quantity, expiry date and other warranty information if you want.
Inventory Batch and serial number tracking and lot tracking modules allows you to keep detailed information on specific inventory items.
A Serial Number Listing report shows the current location of serial numbered items. For each Serial Number, the report shows the item code and description, the date of its last movement, the current general location in stock and the customer it was sold to.
Lot Tracking allows you to track several units of a stock item using the same lot or batch number. Expiry dates and user-defined status allow you to further control stock items. Users can determine what can be purchased or sold by Lot Status. Users cannot sell stock items that have expired. You can track items simultaneously by Lot Number and by Serial Number..
ABILITY TO USE BATCH NUMBERS IN STOCK INPUTS/OUTPUTS
Batch Number Tracking and batch numbers can be used from the start of your stock journey, from;
Right through to the end of your stock journey, by using;
Shipments that are dispatched
All of these records are kept in Unleashed.
Batch Tracking provides you with the freedom and flexibility to track all of your products quickly and easily. For example, if you work in the food safety industry and you have a batch that gets compromised, then you’ll be able to easily identify the batch and contact any affected Customers and Suppliers. You can track any food through all the stages of manufacturing; from processing right through to distribution (including importing and at retail levels).
WHAT IS HAPPENING IN TRACKING BATCH NO PROCESS?
Purchases: When you enable the Batch Number Tracking feature and you have purchases already in Unleashed, then those existing purchase orders are not affected. However, if you create a new purchase order from scratch, then you can attach both products and batch products to that new purchase order.
Supplier Returns: When you return a Batch product to a Supplier, you need to select what batch numbers are being returned. This is limited to the batch numbers you purchased unless the product was not batched at the time of purchase. When you are in the Batch Number Enquiry page, check the Unavailable status for Supplier Return information.
Warehouse Transfers: You can move batch numbers from one warehouse location with another (as long as they are not being used elsewhere). These batch numbers must be completed before you can assign and then move them.
Stock Take: You can optionally view what batch number(s) you are supposed to have in your warehouse when you are performing a stock count. You can also print those batch numbers and adjust stock levels during a perpetual stock count, simply by adding or removing batch numbers.
Stock Adjustments: You can create a stock adjustment for a batch product, you can also view the batch number in a column that is displayed on the adjustment.
Sales/Shipments: From the available Sales and Shipment pages you have the option to select batch numbers that you want to ship.
Credits: You can create credits and filter batch numbers attached to the specified sales order that is being credited.
Customers: On the Batch Number Enquiry page you have visibility to see what batch is with what Customer and from what Supplier. The Batch Enquiry also helps you recall batches manually.