Batch and Serial

Numbers
By Batches
Batches are used to track groups of items with
characteristics in common. These characteristics might
be attributes you define such as a shade of color,
granularity of PH balance. The characteristics could be
dates, such as expiration dates, manufacturing dates, or
the date the items were received into inventory.
1.Purchase 100 units of I00002 (Mouse)
from S00001.
Purchase 100 units of I00002 (Mouse) from S00001.

1. Go to Purchases > Purchase Order.

2. In the Supplier No. field, input the supplier S00001.
3. In the Item Code field, input I00002.
4. Change the quantity to 100.
5. Click Add and Click Save
Receive the items purchased by batches.
1. Go to Purchases > Receiving.
2. In the Supplier No. field, select S00001.
3. Click Copy From and choose Purchase Orders.
4. List of Purchase Order window will appear, tick the small box, then click Choose. Another List of
Purchase Order Window will appear, click Finish.
5. Double click the line item and the Batch Number button will be visible.
6. Click Batch Number. Batch Number Setup window will appear.
7. In the Batch No. field, input ‘1’, and in the Quantity field, input ‘100’.
8. Click Add, then click OK.
9. Click Update to update the items being received. Click Save, a system message will appear, click OK
C. Create Sales Order for Prime Apparel for items I00002.
1. Go to Sales > Sales Order.
2. In the Customer No. field, input the customer MAIN-C00001.
3. In the Item Code field, input I00002.
4. Change the quantity to 35.
5. Click Add and click Save.
Ship the items by batches.
1. Go to Sales > Shipment.
2. In the Customer No. field, select MAIN-C00001.
3. Click Copy From and choose Sales Orders.
4. List of Sales Order window will appear, tick the small box, then
click Choose. Another List of Sales Order Window will appear, click
Finish.
5. Double click the line item and the Batch Number button will be
visible.
6. Click Batch Number. Batch Number Setup window will appear.
Click Auto Select and the
items will be automatically selected in FIFO basis, and click OK.
7. Click Update. Click Save, a system message will appear, click OK.
To check batch transactions,

1. Go to Inventory > Item Management > Batch Details

> Batch Details.
2. Click ‘Last’ to show the last transaction managed by
batches.
3. Go to Transactions tab to view all the transactions
managed by batches.
To view batch numbers list,
1. Go to Inventory > Reports > Batch Numbers List.
 By Serial Numbers
• Serial numbers can help you track items down to the level of each individual object in your warehouse,
so you know exactly which one was sold to a customer. The typical criteria for determining if an item
needs a serial number are:
➢ Is the item a high value item?
➢ Should the item be tracked for security or repair reasons?
Serial numbers are also important in Service. A serialized item can be set up to automatically create a
customer equipment card and a service contract when the item is delivered to a customer. The
customer equipment card is used to store service information, such as valid service contracts, any
service calls, and inventory transactions for the item.
Navigation & Viewing
Purchase 10 units of I00004 (Lenovo ThinkPad X1) from S00001.

1. Go to Purchases > Purchase Order.

2. In the Supplier No. field, input the supplier S00001.
3. In the Item Code field, input I00004.
4. Change the quantity to 10.
5. Click Add and Click Save.
Receive the items purchased by serial number.
1. Go to Purchases > Receiving.
2. In the Supplier No. field, select S00001.
3. Click Copy From and choose Purchase Orders.

4. List of Purchase Order window will appear, tick the small box, then click Choose. Another List of Purchase Order
Window will appear, click Finish.
5. Double click the line item and the Serial Number button will be visible.
6. Click Serial Number. Serial Numbers Setup window will appear.
7. In the Serial Numbers Setup window, click Generate By Range, Generate By Serial Number
window will appear, input the following details:

8. In the Serial Numbers Setup window, click Generate.

9. Automatic serial numbers will be created, click OK.
10. Click Update to update the items being received. Click Save, a system message will appear, click
OK.
Note: Serial number for each item must be unique. The system will not accept the same serial
numbers.
Create Sales Order for Prime Apparel for items
I00004.
1. Go to Sales > Sales Order.
2. In the Customer No. field, input the customer
MAIN-C00001.
3. In the Item Code field, input I00004.
4. Change the quantity to 6.
5. Click Add and Click Save.
Ship the items by batches.
1. Go to Sales > Shipment.
2. In the Customer No. field, select MAIN-C00001.
3. Click Copy From and choose Sales Orders.
4. List of Sales Order window will appear, tick the small box, then
click Choose. Another List of
Sales Order Window will appear, click Finish.
5. Double click the line item and the Batch Number button will be
visible.
6. Click Serial Number. Serial Number Setup window will appear.
Click Auto Select and the
items will be automatically selected in FIFO basis, and click OK.
7. Click Update. Click Save, a system message will appear, click OK.
To check serial number transactions,
1. Go to Inventory > Item Management > Serial
Management > Serial Number Details.
2. Click ‘Last’ to show the last transaction managed by
serial numbers.
3. Click ‘First’ to view all the transactions managed by
serial numbers.