About Batch Number Tracking

Ability to use batch numbers in stock inputs/outputs

Batch Number Tracking and batch numbers can be used from the start of your stock journey, from;

• Purchase Order
• Assemblies
• Customer Credits.

Right through to the end of your stock journey, by using;

• Shipments that are dispatched
• Stock Adjustments
• Supplier Returns

All of these records are kept in Unleashed. 

Batch Tracking provides you with the freedom and flexibility to track all of your products quickly and easily. For example, if you work in the food safety industry and you have a batch that gets compromised, then you'll be able to easily identify the batch and contact any affected Customers and Suppliers. You can track any food through all the stages of manufacturing; from processing right through to distribution (including importing and at retail levels). 

How to activate Batch Number Tracking on an account

You can activate Batch Number Tracking from your account by simply going to Settings | Organization | Company, and selecting the Batch Tracked checkbox, as illustrated,

When you enable the Batch Number Tracking feature on a product;

• the Serialized Product, and
• the Auto Assemble options become disabled. 

Once you enable the Batch Tracked option on a product and you have stock on hand for it, then you can no longer disable it!

Unleashed pages with Batch Number Tracking

The following lists Unleashed pages that include Batch Number Tracking as part of their workflow. Click on the links — where available — to find out more about how Batch Number Tracking can be used on the selected page.

1. Products - On the Create New Products page you have the ability to mark products as 'Batch Tracked', this is located under the Details tab. 
2. Receipt - On the Receipt Purchase Orders page, you can now add Batch numbers to a purchase order once it is receipted.
3. Shipment - On the Shipments page, you can create batch tracked sales orders shipments. 
4. Warehouse Transfers - On the Warehouse Transfers page, you can optionally transfer Batch Tracked products from one warehouse location to another. 
5. Create Stock Count - On the Create Stock Count page, you can print and view what batch number(s) you are supposed to have in your warehouse.
6. Stock Count Entry - On the Stock Count Entry page, you can adjust your stock levels during a stock count by adding and removing batch numbers.
7. Batch Number Enquiry - This is a new report page from the Inventory module. This page allows you to filter based on your batch numbers. The filters include; Warehouse, Batch Number, Product Code, Product Description, and Statuses.  
8. Stock Adjustments - On the Stock Adjustments page, you can you can perform stock adjustments on products that have batch numbers attached to them.
9. Supplier Returns - On the Supplier Returns page, you can return products that have batch numbers attached to them.
10. Credits - On the Add Credits page, you can credit sales orders that have products with batch numbers easily by selecting the batch number that you are crediting. 
11. Assemblies - In the Production module, you can assemble new batches, apply batch components plus various other options.
12. Dashboard - When your products are batch tracked, you will have visibility of this on your dashboard. It lists any batches per product that are going to expire.