Enable batch tracking for New and Existing Products

If you wish to enable batch tracking in bulk, click this article to learn how. To enable batch tracking for individual product variants, keep reading! 

 

New Products 

To enable batch tracking for new products, create a new product as you normally would and you will see a toggle called Batch Tracked. Click to turn on this feature. 

Input the relevant information and create new product. Next, click on Edit Batches. Here, you can assign each variant to a batch for tracking. After assigning all the batches, save changes. You will no longer be able to edit the batch quantities other than by creating a stock adjustment or purchase order, to ensure that there is a record when adjustments are made to batches. 

Existing Products

To enable batch tracking for existing products first select the product in your Inventory. You will be taken to the Product details page. Click on 'Edit Product'.

On the edit product details page, scroll down and enable the toggle to turn on batch tracking. Save the changes.

Next, click on Edit Batches.

Note
This is only required if you have existing stock that needs to be assigned to batches.

Here, assign each variant to a batch for tracking. You can assign multiple Batch IDs to a variant if you need to. You will see the stock you have in each location (represented in red, locations as tabs) and you will need to assign your existing stock for each location

Once you have assigned all variants to their batches, save for location.

If you have already assigned your stock to a Batch ID, you will not be able to make further changes. You will see this error message on your page: 

Warning
Once you have assigned batches to your products and variants, you will no longer be able to edit the batch quantities other than by creating a Stock Adjustment or Purchase Order. This is to ensure that there is a record when adjustments are made to batches.

These batches will now be tracked based on sales orders, purchase orders and stock adjustments they are tied to. To see which documents a batch is associated with go to Inventory > Batches > click the batch you would like to view.

If you would wish to create a stock adjustment for batch tracked products, click here to learn how. 

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