Batch Stock

What this screen is for

Stock held by batch rather than only by item: each batch with the quantity remaining, its expiry date and its pricing details. Where you deal in goods that carry batch numbers or shelf lives, an item-level total is not enough on its own, and this is the breakdown that sits behind it.

When to use it

Use it to find what is approaching expiry while there is still time to move it, to trace a particular batch when a supplier raises a recall or a quality question, and to decide which batch should be picked next.

What you see on this screen

The columns shown depend on which inventory settings your company has switched on, so a business that does not track expiry will not see an expiry column at all:

• Product — the item the batch belongs to.
• Power / Variant — the variant the batch was received in, where you use variants.
• Batch No — the batch's own number, as received.
• Stock Qty — how much of that batch is left. Read down this column against expiry dates to see what is at risk.
• Expiry Date — when the batch expires, where expiry tracking is on.
• Mfg Date — when it was made, where manufacturing dates are tracked.
• MRP — the printed retail price for that batch, where MRP is in use. Batches of the same item can carry different MRPs.
• Purchase Rate — what that batch cost you.
• Status — Active or Depleted.

If batch tracking is switched off for your company, the screen says so and points at the inventory settings rather than showing an empty table.

Filters and actions

A search box, a Status filter (All Status, Active, Depleted) and, where expiry tracking is on, an Expiry filter offering Expired, Expiring in 30 days, Expiring in 60 days and Expiring in 90 days. Reset clears them.

The 30-day expiry filter is the one to work weekly: it is the list of stock still saleable if it moves now.

Status values

• Active — the batch still has stock and can be picked and sold.
• Depleted — nothing is left of it. The record is kept so a batch can still be traced after it has gone.

Related

• Stock
• Stock Locations
• Items