Find a batch or serial number

Every delivery is a batch (a lot) with its reference, expiry, cost and supplier, and every serial-numbered unit is a lot of one. They travel with the goods between locations, so you can find any of them in seconds, for example when a supplier recalls a batch.

Before you start

• Switch on lots in Settings → Features, and Warehouses in Settings → Warehouses.
• For serial numbers, tick the categories in Categories with serial numbers in Settings → Warehouses.
• You need the right Inventory, receiving, stock-take.

Steps: receive serial-numbered units

1. Open Warehouses and select the location.
2. Under Receive serial-numbered units, pick the product and type its cost.
3. Type or scan the serial numbers, one per line.
4. Select Receive. Each serial number becomes its own lot of one unit.

Steps: find a batch or serial number

1. Open Warehouses → Batch and serial search.
2. Type or scan the batch or serial number and select Search.
3. Read On hand: each location that holds it, with expiry, quantity and supplier.
4. Read On the way: any transfer carrying it, with From and To.
5. Read Movements: the deliveries it went into and everything that happened to it.

Good to know

• The search ignores spaces, dashes and capitals: "L-2405", "l 2405" and "L2405" find the same batch.
• A serial number already in stock anywhere in the organisation cannot be received again, and one typed twice is refused.
• When goods move, the batch keeps its reference, expiry, cost and supplier at the new location. Sending takes the scanned serials and batches first, then the first-expiring ones.
• A return goes back into the lot it came from.
• Each location's page lists its batches and serial numbers first-expiring-first, with the days left and expired ones marked.
• For expiry dates and returns to the supplier, see Track lots and expiry dates.