Batch
The Batch feature in BizCentric enables the grouping of multiple units of an item and assigning them a unique value, number, or tag known as a Batch No.
This process is item-based; if the item is batched, a batch number must be specified in every stock transaction. Batch numbers can be managed manually or automatically. This functionality proves beneficial for setting the expiry date of multiple items or transferring them together to different warehouses.
To access the Batch No list, go to: > Home > Stock > Serial No and Batch > Batch
1. Prerequisites
Before creating and using a Batch, it is advised that you create the following first:
- Item
- Enable ‘Has Batch No’ in the Item master
2. How to create a new Batch
To designate an item as a batch item, you need to check the “Has Batch No” field in the Item master. If you haven’t chosen “Automatically Create New Batch” during item creation, you’ll need to manually create batches as needed.
To create a new Batch No. master for an item, follow these steps:
- Navigate to the Batch list and click on New.
- Set the Batch ID.
- Select the corresponding Item.
- Note that once any transaction is completed with an item, the batch cannot be set or unset.
- Save the entry.
Enabling batches for an item also unlocks the option to retain sample stock.
2.1 Batch Auto Creation
If you want automatic batch creation at the time of Purchase Receipt, you must tick ‘Automatically Create New Batch’ in the Item master.
3. Features
3.1 Splitting and Moving Batches
When you open a batch, you will see all the quantities that belong to that batch on the page.
- To move the batch from one Warehouse to another, you can click on the Move button.
- You can also split the batch into smaller one by clicking on the Split button. This will create a new Batch based on this Batch and the quantities will be split between the batches.
- If you set expiry date, the Batch will show ‘Not Expired’ until the expiry date, after which it’ll show ‘Expired’. If a date is not set, the Batch will show ‘Not Set’.
3.2 Transacting Items with Batches
Before generating a Purchase Receipt, it’s essential to establish a Batch master. Consequently, whenever a Purchase Receipt or Work Order is initiated for an item with batch specifications, the corresponding Batch No must be created beforehand. Subsequently, this Batch No can be selected in the Purchase Order or Stock Entry.
For each stock transaction involving a batch item (such as Purchase Receipts, Delivery Notes, or Invoices), it is imperative to furnish the Item’s Batch No.
Please note: During stock transactions, Batch IDs will undergo filtration based on parameters including Item Code, Warehouse, Batch Expiry Date (in comparison with the Posting date of the transaction), and Actual Quantity in Warehouse. Notably, when searching for a Batch ID with an unassigned value in the Warehouse field, the Actual Quantity filter will not be applied.