Record Batches

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1.0 Enable Batch Tracking for the Item

1. Navigate to the Item List (Stock > Items > Item).
2. Select the raw material item or create a new one.
3. Under the Inventory section:
   • Check Has Batch.
   • Optional: Enable Automatically Create New Batch to generate batch IDs during transactions.
4. Save the item.

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1.1 Create Batches/Lots Manually

1. Go to the Batch list (Stock > Batch).
2. Click New.
3. Fill in:
   • Batch ID: Unique identifier (e.g., BATCH-RAW-001).
   • Item: Select the raw material item from the Item List.
   • Expiry Date (if applicable).
4. Save.

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2.0 Record Batches in Stock Transactions

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A. Receiving Batches (Purchase Receipt)

1. Create a Purchase Receipt (Stock > Purchase Receipt > New).
2. Add the raw material item from the Item List under the Items table.
3. In the Batch column:
   • Select an existing batch or enter a new batch ID (if auto-creation is enabled).
4. Submit the receipt.

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B. Consuming Batches (Stock Entry for Production)

1. Create a Stock Entry (Stock > Stock Entry > New).
2. Set Purpose to Material Issue or Manufacture.
3. Under Items:
   • Add the raw material item from the Item List.
   • Select the Batch to consume.
4. Submit the entry.

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3.0 Track Batch-wise Stock

1. View batch-specific stock levels:
   • Go to the Batch list (Stock > Batch).
   • Open the batch to see Stock Balance and Ledger.
2. Use the Stock Balance Report (Stock > Reports > Stock Balance) and filter by batch.