Batch tracking (batch no., mfg and expiry date)
Batch tracking keeps each lot of a product separate, with its own batch number, quantity and prices. It is useful for medicines, food products, cosmetics and anything with a manufacturing or expiry date.
Set up a batch product
- Add or edit the product and, under Manage Stock, set Type to Batch.
- A Batch Entries table appears. For each batch you have in stock fill in Batch No., Quantity, Sale Price, Purchase Price (with or without tax) and optionally a Barcode.
- Click + Add Batch for more rows; the red × removes a row.
- Save the product.
Use batches on bills
When you pick a batch product on a sale or purchase invoice, a batch field appears under the product name. Enter or choose the batch being sold or received. The batch is saved with the invoice line and shows again when you edit the bill.
Batch settings
In Settings → Product & Stock Options → Batch Setting you can choose which batch fields are used and printed: Batch No., Model No., Size, Mfg. Date and Expiry Date (month-wise or day-wise). For each field choose whether it is on, required and printed. You can also enable batch fields on quotations, proformas, delivery challans, purchase orders, sale orders, job work and service requests, and hide batches that are out of stock. Product & Stock Options