What this screen is for
Each setting on this page is a switch that adds a piece of stock detail to your purchase and sales line items. Batch number tracking adds a batch field; expiry date tracking adds an expiry field and enables first-expiry-first-out handling; manufacturing date and MRP add their own fields. Nothing is captured until the relevant switch is on, and changes are applied when you save.
Why it matters
Turning a setting on asks more of whoever enters stock, every time, so switch on only what you genuinely need to trace. Turning one off afterwards stops new entries capturing that detail but leaves what was recorded earlier, which makes reporting across the change uneven.
What you see on this screen
Batch and Expiry Tracking holds four switches. Batch Number Tracking adds a batch number field to purchase and sales invoice line items, and stock is then tracked per batch. Expiry Date Tracking adds an expiry field and enables FEFO, first expiry first out, on sales. Manufacturing Date adds its own field and can auto-calculate the expiry date. MRP (Maximum Retail Price) adds an MRP field to purchase line items. A fifth switch, Track inventory by default, decides whether the Track Inventory toggle starts enabled on new products - turn it off if you mostly sell services.
Advanced Settings holds Default Expiry (Days from Manufacturing Date) and Sales Batch Selection Method, which is either FEFO (auto-select the earliest expiry, with manual override) or Manual.
Product Configuration controls which advanced features are offered: Multi-Unit Configuration (bulk and individual units such as Box and Piece, with a conversion factor) and Product Variants (sizes, colours, materials, with stock tracked per variant).
Stock Control decides what happens when a sale exceeds available stock: Allow negative stock, where sales always go through, or Block sales that would go negative, which rejects the line and names the product and shortfall.
Invoice Calculation sets the Discount Calculation Method - Discount before Tax, the GST standard, or Discount on Total or MRP, used in pharma and retail - plus Apply each product own discount automatically, which pre-fills a discount already set on the product record.
Filters and actions
There are no filters. Save Settings commits the whole page. A How it works panel notes that disabling these settings hides the fields from invoices but does not delete existing batch data.
Related
- Invoice Settings - which fields appear on documents generally
- Custom Fields - adding your own fields to products