Difference between revisions of "How do I Adjust Batched Stock Lines?"
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== Summary == | == Summary == | ||
| − | This article explains how to adjust the | + | This article explains how to adjust the batch quantity of batched stock items. |
== More Information == | == More Information == | ||
| − | The system will only prompt for batch information for items for whom the {{DataPrompt|Batched?}} flag on the {{Tab|Invoicing}} tab of the stock record is set to {{DataValue|Yes}}. See [[Creating a | + | The system will only prompt for batch information for items for whom the {{DataPrompt|Batched?}} flag on the {{Tab|Invoicing}} tab of the stock record is set to {{DataValue|Yes}}. See [[Creating a stock item]]. |
== Adjusting Stock Levels == | == Adjusting Stock Levels == | ||
| − | + | This is a two stage process. Stage One is to adjust the overall stock level of the item; Stage Two is to adjust the quantities held in the relevant batch or batches. | |
| − | Having adjusted the stock you will | + | Follow [[How do I adjust the stock level of an item?|this]] article to adjust your stock, e.g. if an item is lost,broken or even found! |
| − | * Press {{KeyPress|F1 | + | |
| − | * Alternatively press {{KeyPress|C-F1}} to list all batches for that item. | + | Having adjusted the overall stock level, you must adjust the batch quantities to keep them in synchronisation with the overall stock level. |
| + | |||
| + | You will see the {{Tab|Batch Selection}} screen. | ||
| + | |||
| + | * Press {{KeyPress|F1}} or {{KeyPress|S-F1}} to scroll through the batches associated with the stock item at that depot. | ||
| + | * Alternatively press {{KeyPress|C-F1}} to list all batches for that item. | ||
** Use your arrow keys to move down the list to select the batch to adjust. | ** Use your arrow keys to move down the list to select the batch to adjust. | ||
** Press {{KeyPress|F2}}. | ** Press {{KeyPress|F2}}. | ||
| − | * Enter the quantity to add to | + | * Enter the quantity to add to or deduct from the batch selected. You ''do not'' need to enter the minus sign at any point as the system knows which way you are adjusting the stock. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ENTER}}. |
* Repeat the steps if you need to adjust stock held in multiple batches. | * Repeat the steps if you need to adjust stock held in multiple batches. | ||
| − | {{Information|text=If you have entered a negative quantity and only one batch is found the system will automatically deduct the value from this batch. If there are multiple batches and/or the quantity amended is greater than the single batch found you will be presented with the {{Tab|Batch Selection}} screen.}} | + | {{Information|text=If you have entered a negative quantity and only one batch is found, the system will automatically deduct the value from this batch. If there are multiple batches and/or the quantity amended is greater than the single batch found, you will be presented with the {{Tab|Batch Selection}} screen as you will need to add another batch for the overflow stock.}} |
=== Dealing with Negative Batch Warning === | === Dealing with Negative Batch Warning === | ||
| − | If you do not have a batch to take stock | + | If you do not have a batch from which to take stock, you will need to create a new batch by pressing {{KeyPress|S-F10}}. |
* Enter the batch number or press {{KeyPress|F2}} to use the next automatic number. | * Enter the batch number or press {{KeyPress|F2}} to use the next automatic number. | ||
| − | ** Enter a {{DataPrompt|Description}} or note for the batch e.g. any additional sequence numbers. If you do not have any notes to add simply repeat the batch number as you will be unable to save the record without entering some text here. | + | ** Enter a {{DataPrompt|Description}} or note for the batch, e.g. any additional sequence numbers. If you do not have any notes to add, simply repeat the batch number as you will be unable to save the record without entering some text here. |
| − | ** Press {{KeyPress| | + | ** Press {{KeyPress|ESC}} and {{Button|Accept}}. |
* Enter the quantity you are adjusting in {{DataPrompt|Quantity to use}}. | * Enter the quantity you are adjusting in {{DataPrompt|Quantity to use}}. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}}. You will be warned that the batch quantity will be left with a negative balance. Click {{Button|Yes}} to continue. |
== Adjusting Batches == | == Adjusting Batches == | ||
| − | To amend batch details e.g. amend a batch description or transfer stock between batches go to {{Menu|{{ST}}|Maintenance Options|Batch File Maintenance}}. | + | To amend batch details, e.g. amend a batch description or transfer stock between batches, go to {{Menu|{{ST}}|Maintenance Options|Batch File Maintenance}}. |
=== Amend Batch Details === | === Amend Batch Details === | ||
Select {{Menu|Amend Batch Details}}. | Select {{Menu|Amend Batch Details}}. | ||
* Enter the batch number to amend or press {{KeyPress|C-F1}} to search for a batch. | * Enter the batch number to amend or press {{KeyPress|C-F1}} to search for a batch. | ||
| − | * At {{DataPrompt|Search on}} enter part of the batch description or leave the field blank. | + | * At {{DataPrompt|Search on}}, enter part of the batch description or leave the field blank. |
* Press {{KeyPress|F2}} to list batches. | * Press {{KeyPress|F2}} to list batches. | ||
| − | * Arrow key down the list to find the batch to amend. | + | * Arrow key down the list to find the batch to amend. |
{{Tip|iconsize=0.7|text=The top half of the screen displays the Stock Number and batch details for the line your cursor is on.}} | {{Tip|iconsize=0.7|text=The top half of the screen displays the Stock Number and batch details for the line your cursor is on.}} | ||
| − | * Press {{KeyPress|F2}} to select a batch. | + | * Press {{KeyPress|F2}} to select a batch. |
| − | * Amend the {{DataPrompt|Description}} and/or {{DataPrompt|Location}} then press {{KeyPress| | + | * Amend the {{DataPrompt|Description}} and/or {{DataPrompt|Location}} then press {{KeyPress|ESC}}. |
* Click {{Button|Accept}} to save the changes. | * Click {{Button|Accept}} to save the changes. | ||
| Line 47: | Line 51: | ||
Select {{Menu|Transfer between Batches}}. | Select {{Menu|Transfer between Batches}}. | ||
* Arrow key up to {{DataPrompt|Stock}} to enter the Stock Code. | * Arrow key up to {{DataPrompt|Stock}} to enter the Stock Code. | ||
| − | ** Enter the code or press {{KeyPress|C-F1}} to [[Do I have to remember all these Stock Codes?|search]] for an item. | + | ** Enter the code or press {{KeyPress|C-F1}} to [[Do I have to remember all these Stock Codes?|search]] for an item. |
| − | * At {{DataPrompt|From Batch}} enter the batch to transfer stock ''from'' or press {{KeyPress|C-F1}} to search for a batch. Select the batch and press {{KeyPress|F2}}. | + | * At {{DataPrompt|From Batch}}, enter the batch to transfer stock ''from'' or press {{KeyPress|C-F1}} to search for a batch. Select the batch and press {{KeyPress|F2}}. |
* At {{DataPrompt|To Batch}} enter the batch to transfer stock ''to''. | * At {{DataPrompt|To Batch}} enter the batch to transfer stock ''to''. | ||
| − | ** You may choose | + | ** You may choose an existing batch by pressing {{KeyPress|C-F1}} to search for a batch. Select the batch and press {{KeyPress|F2}}. Alternatively press {{KeyPress|S-F10}} to create a new batch. |
*** Enter the batch number or press {{KeyPress|F2}} to use the next automatic number.. | *** Enter the batch number or press {{KeyPress|F2}} to use the next automatic number.. | ||
| − | *** Enter a {{DataPrompt|Description}} or note for the batch e.g. any additional sequence numbers. If you do not have any notes to add simply repeat the batch number as you will be unable to save the record without entering some text here. | + | *** Enter a {{DataPrompt|Description}} or note for the batch, e.g. any additional sequence numbers. If you do not have any notes to add, simply repeat the batch number as you will be unable to save the record without entering some text here. |
| − | *** Press {{KeyPress| | + | *** Press {{KeyPress|ESC}} and {{Button|Accept}}. |
| − | * At {{DataPrompt|Quantity}} enter the quantity to move. | + | * At {{DataPrompt|Quantity}} enter the quantity to move. |
| − | {{Tip|text= | + | {{Tip|text=The {{DataPrompt|Batch Qty}} values are shown on screen to guide you on the quantity available to transfer.}} |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} and {{Button|Accept}}. |
| − | == See | + | == See also == |
| − | + | * [[Creating a stock item]] | |
| − | * [[Creating a | ||
* [[How do I Book in Batched Stock Lines?]] | * [[How do I Book in Batched Stock Lines?]] | ||
* [[How do I adjust the stock level of an item?]] | * [[How do I adjust the stock level of an item?]] | ||
| + | * [[How do I Sell Batched Stock Lines?]] | ||
| + | * [[How do I carry out a batch stock take?]] | ||
| − | + | {{KB_Tags|batch, batched stock, sequence, traceability, serial, booking in, adjust, create batch, transfer, amend batch, batched, batching}} | |
| − | {{KB_Tags|batch, batched stock, sequence, traceability, serial, booking in, adjust , create batch, transfer, amend batch}} | + | {{How}}{{KB_OP}}{{KB_ST}}{{ZN_Admin}}{{ZN_PartsCounter}} |
| − | {{ | ||
Latest revision as of 10:50, 15 March 2022
Contents
Summary
This article explains how to adjust the batch quantity of batched stock items.
More Information
The system will only prompt for batch information for items for whom the "Batched?" flag on the [Invoicing] tab of the stock record is set to 'Yes'. See Creating a stock item.
Adjusting Stock Levels
This is a two stage process. Stage One is to adjust the overall stock level of the item; Stage Two is to adjust the quantities held in the relevant batch or batches.
Follow this article to adjust your stock, e.g. if an item is lost,broken or even found!
Having adjusted the overall stock level, you must adjust the batch quantities to keep them in synchronisation with the overall stock level.
You will see the [Batch Selection] screen.
- Press <F1> or <Shift+F1> to scroll through the batches associated with the stock item at that depot.
- Alternatively press <Ctrl+F1> to list all batches for that item.
- Use your arrow keys to move down the list to select the batch to adjust.
- Press <F2>.
- Enter the quantity to add to or deduct from the batch selected. You do not need to enter the minus sign at any point as the system knows which way you are adjusting the stock.
- Press <Enter>.
- Repeat the steps if you need to adjust stock held in multiple batches.
 | If you have entered a negative quantity and only one batch is found, the system will automatically deduct the value from this batch. If there are multiple batches and/or the quantity amended is greater than the single batch found, you will be presented with the [Batch Selection] screen as you will need to add another batch for the overflow stock. |
Dealing with Negative Batch Warning
If you do not have a batch from which to take stock, you will need to create a new batch by pressing <Shift+F10>.
- Enter the batch number or press <F2> to use the next automatic number.
- Enter a "Description" or note for the batch, e.g. any additional sequence numbers. If you do not have any notes to add, simply repeat the batch number as you will be unable to save the record without entering some text here.
- Press <Esc> and [Accept].
- Enter the quantity you are adjusting in "Quantity to use".
- Press <Esc>. You will be warned that the batch quantity will be left with a negative balance. Click [Yes] to continue.
Adjusting Batches
To amend batch details, e.g. amend a batch description or transfer stock between batches, go to " Stock Control Maintenance Options Batch File Maintenance".
Amend Batch Details
Select " Amend Batch Details".
- Enter the batch number to amend or press <Ctrl+F1> to search for a batch.
- At "Search on", enter part of the batch description or leave the field blank.
- Press <F2> to list batches.
- Arrow key down the list to find the batch to amend.
 | The top half of the screen displays the Stock Number and batch details for the line your cursor is on. |
- Press <F2> to select a batch.
- Amend the "Description" and/or "Location" then press <Esc>.
- Click [Accept] to save the changes.
Transfer between Batches
Select " Transfer between Batches".
- Arrow key up to "Stock" to enter the Stock Code.
- Enter the code or press <Ctrl+F1> to search for an item.
- At "From Batch", enter the batch to transfer stock from or press <Ctrl+F1> to search for a batch. Select the batch and press <F2>.
- At "To Batch" enter the batch to transfer stock to.
- You may choose an existing batch by pressing <Ctrl+F1> to search for a batch. Select the batch and press <F2>. Alternatively press <Shift+F10> to create a new batch.
- Enter the batch number or press <F2> to use the next automatic number..
- Enter a "Description" or note for the batch, e.g. any additional sequence numbers. If you do not have any notes to add, simply repeat the batch number as you will be unable to save the record without entering some text here.
- Press <Esc> and [Accept].
- You may choose an existing batch by pressing <Ctrl+F1> to search for a batch. Select the batch and press <F2>. Alternatively press <Shift+F10> to create a new batch.
- At "Quantity" enter the quantity to move.
 | The "Batch Qty" values are shown on screen to guide you on the quantity available to transfer. |
- Press <Esc> and [Accept].
See also
- Creating a stock item
- How do I Book in Batched Stock Lines?
- How do I adjust the stock level of an item?
- How do I Sell Batched Stock Lines?
- How do I carry out a batch stock take?
