Read this first: Enabling batch tracking for new and existing products
Read this next: Batch & Expiry Knowledge Center Section
To help you manage and fulfill your batch tracked inventory, QuickBooks Commerce will create an alert if there are any discrepancies or missing batch information. By clicking on the alert, you can assign the correct batch information to your inventory and continue growing your business.
Here we'll cover:
- Identifying variants with missing batch information
- Assigning batch information to variants with missing batch information
- Assigning batch information to manufactured variants when completing a production order
Identifying Variants with Missing Batch Information
For one reason or another, some of your variants may be missing batch information. To easily identify them and assign the correct batch information, click on the Inventory section. Next, click the Batches section.
Once in the Batches section, click on the Missing Batch Info tab.
Click on the row that you'd like to assign to one or more batches.
Once within the variant's details, you'll be able to assign the variants to one or more batches.
Assigning Batch Information to Variants with Missing Batch Information
Example Scenario: Fulfilling a batch tracked Sales Order with missing batch information
If you've created a Sales Order without assigning batch information to the variants, you'll receive an alert to assign batch information accordingly when you attempt to fulfill the Sales Order.
To assign the missing batch information, click the "Resolve Missing Batch Info" button.
A popup box will appear where you can update batch information accordingly.
Click the "Update Shipment" button when complete.
Assigning Batch Information to Manufactured Variants when Completing a Production Order
If you're finalizing a Production Order for a manufactured variant with batch tracked components, you will not be able to "Complete" the Production Order until its batch information has been entered.
To do so, enter the name of the Batch ID and set its Expiry Date.