Difference between revisions of "How do I Book in Batched Stock Lines?"
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You will be presented with a {{Tab|Batch Selection}} screen. | You will be presented with a {{Tab|Batch Selection}} screen. | ||
* For each item in turn you must create a new batch or book items to existing batches. | * For each item in turn you must create a new batch or book items to existing batches. | ||
| − | * The {{DataPrompt|Stock}} code of the item you are booking in is displayed in the middle of the screen. | + | * The {{DataPrompt|Stock}} code of the item you are booking in is displayed in the middle of the screen. |
| − | ; To book stock to an existing batch, press {{KeyPress|C-F1}}. | + | ; To book stock to an existing batch, press {{KeyPress|C-F1}}. |
** Select the batch from the list then press {{KeyPress|F2}}. | ** Select the batch from the list then press {{KeyPress|F2}}. | ||
| − | ; To create a new batch, enter the {{DataPrompt|Batch No}}. | + | ; To create a new batch, enter the {{DataPrompt|Batch No}}. |
{{Information|iconsize=0.5|text=This may be a batch number or sequence code displayed on the product itself.}} | {{Information|iconsize=0.5|text=This may be a batch number or sequence code displayed on the product itself.}} | ||
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{{Tip|iconsize=0.5|text=If you would prefer to use a system generated number, press {{KeyPress|S-F10}} without entering a code then press {{KeyPress|F2}}.}} | {{Tip|iconsize=0.5|text=If you would prefer to use a system generated number, press {{KeyPress|S-F10}} without entering a code then press {{KeyPress|F2}}.}} | ||
| − | * 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. |
| − | * You may enter a location or leave the field blank if the Stock Code itself has a location set. | + | * You may enter a location or leave the field blank if the Stock Code itself has a location set. |
** Press {{KeyPress|C-F1}} to search through existing locations. | ** Press {{KeyPress|C-F1}} to search through existing locations. | ||
** Highlight and press {{Button|F2}} to choose a location from the list or click {{Button|Add}} to create a new location. | ** Highlight and press {{Button|F2}} to choose a location from the list or click {{Button|Add}} to create a new location. | ||
| − | ** Enter the new Location code in the {{DataPrompt|Location}} field. | + | ** Enter the new Location code in the {{DataPrompt|Location}} field. |
** Click {{Button|Done}} and {{Button|Accept}} to save the new location and return to the batch screen. | ** Click {{Button|Done}} and {{Button|Accept}} to save the new location and return to the batch screen. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} and {{Button|Accept}}. |
| − | * Check the {{DataPrompt|Quantity to Use}} matches the quantity to book to the specified batch. | + | * Check the {{DataPrompt|Quantity to Use}} matches the quantity to book to the specified batch. |
** Amend if necessary, e.g. if you are splitting the item between batches. | ** Amend if necessary, e.g. if you are splitting the item between batches. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} and {{Button|Accept}}. |
** If you split the item, you will be prompted to repeat the process until you have allocated the entire quantity to batches. | ** If you split the item, you will be prompted to repeat the process until you have allocated the entire quantity to batches. | ||
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* [[How do I Sell Batched Stock Lines?]] | * [[How do I Sell Batched Stock Lines?]] | ||
| − | {{KB_Tags|batch, batched stock, sequence, traceability, serial, booking in, receiving, receive, create batch, batched, batching}} | + | {{KB_Tags|batch, batched stock, sequence, traceability, serial, booking in, receiving, receive, create batch, batched, batching}} |
| − | {{ | + | {{KB_OP}}{{KB_ST}}{{ZN_Admin}}{{ZN_PartsCounter}} |
Revision as of 06:30, 22 December 2018
Summary
This article explains how to record a batch number as you are booking in stock items.
More Information
The system will only prompt for batch information on items where the "Batched?" flag on the [Invoicing] tab of the stock record is set to 'Yes'. This allows tracking of the individual items from this batch. See Creating a Stock Item.
Booking in via a Purchase Order
Book your items into stock via Purchase Ordering as usual.
You will be presented with a [Batch Selection] screen.
- For each item in turn you must create a new batch or book items to existing batches.
- The "Stock" code of the item you are booking in is displayed in the middle of the screen.
- To book stock to an existing batch, press <Ctrl+F1>.
- Select the batch from the list then press <F2>.
- To create a new batch, enter the "Batch No".
 | This may be a batch number or sequence code displayed on the product itself. |
- Press <Shift+F10>.
 | If you would prefer to use a system generated number, press <Shift+F10> without entering a code then press <F2>. |
- 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.
- You may enter a location or leave the field blank if the Stock Code itself has a location set.
- Press <Ctrl+F1> to search through existing locations.
- Highlight and press [F2] to choose a location from the list or click [Add] to create a new location.
- Enter the new Location code in the "Location" field.
- Click [Done] and [Accept] to save the new location and return to the batch screen.
- Press <Esc> and [Accept].
- Check the "Quantity to Use" matches the quantity to book to the specified batch.
- Amend if necessary, e.g. if you are splitting the item between batches.
- Press <Esc> and [Accept].
- If you split the item, you will be prompted to repeat the process until you have allocated the entire quantity to batches.
Repeat when prompted until all batched stock has been allocated to suitable batches.
See also
- Processing a Purchase Order
- Creating a Stock Item
- How do I Adjust Batched Stock Lines?
- How do I Sell Batched Stock Lines?
