Create and maintain batch and serial numbers

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Creating batch and serial numbers

There are four ways to create batch and serial numbers:
  1. During maintenance Lager/Maintenance/Batch/Serial number
  2. In the product overview Lager/Products/Batch/Serial numbers
  3. Directly on a purchase order. Either on the lines or by linking from the lines.
    1. Directly on the Vendor/Purchase order purchase lines and on the Purchase line in the batch/serial number field.
    2. When linking from the Vendor/Purchase order/Purchase lines and the Batch/serial numbers menu

1) During maintenance, the batch/serial number list

  • Go to Lager/Maintenance/Batch/Serial numbers
  • Create all the batch/serial numbers you need. This applies to both sales and purchasing.
  • A new line is created with F2 or by selecting the Add record button on the ribbon.
Tip. If you need to create many batch numbers, these can be imported from a list, e.g. Excel. Either by using the import function or copy/paste. Principle 1: Procurement and sales are used
  • Fill in the following fields: Item number and Number. The starting number is obtained through the purchase of the item. Batch/serial number is entered in the Number field.
  • The Quantity and Remaining quantity fields are automatically filled in based on the registered quantity for a purchase and a later sale.
Principle 2: No purchasing is used, only sales
  • Fill in the following fields: Item number, Start quantity and Number. The start quantity is the quantity of items to be registered with the batch/serial number entered in the Number field.
  • The Quantity and Remaining Quantity fields are automatically populated based on the value in the field Start count
Principle 1 and Principle 2:
  • Fill in the following fields if necessary: Date, Expiration date and Comment
  • The Number sold field is updated automatically by the system when selling items with this item and batch/serial number.
  • Select the Save to tape button
  • Close the tab.
  • Select Lager/Maintenance/Recalculate inventory to recalculate the inventory. Only after this run has been run will the batch/serial no. that was created be active for sales.

2) On the item overview

  • Go to Lager/Goods
  • Select the item for which to create batch/serial numbers.
  • Select the Batch/serial numbers button on the ribbon
  • In the Batch/Serial numbers screen, it is possible to create the desired batch/serial numbers.
  • This is done by creating lines with F2 or by selecting the Add record button on the ribbon.
Tip. If you need to create many batch numbers, these can be imported from a list, e.g. Excel. Either by using the import function or copy/paste. Principle 1: Procurement and sales are used
  • Fill in the following fields: Number. The starting number is obtained through the purchase of the item. Batch/serial number is entered in the Number field.
  • The Quantity and Remaining quantity fields are automatically filled in based on the registered quantity for a purchase and a later sale.
Principle 2: No purchasing is used, only sales
  • Fill in the following fields: Start quantity and Number. The start quantity is the amount of items you want to register with the batch/serial number entered in the Number field.
Principle 1 and Principle 2
  • The Quantity and Remaining Quantity fields are automatically populated based on the value in the Start Quantity field
  • Fill in the following fields if necessary: Date, Expiration date and Comment
  • The Number sold field is updated automatically by the system when selling items with this item and batch number
  • Select the Save button on the ribbon
  • Close the tab.
  • Select Lager/Maintenance/Recalculate inventory to recalculate the inventory. Only after this run has been run, the batch numbers that were created will be active for sales.

3) Directly on the purchasing lines

  • Go to Accounts payable/Purchase orders.
  • Create a purchase order in the normal way.
  • Select the Save & go to lines button
  • Batch numbers can be entered in two places.
    1. Directly on the shopping line.
    2. Under the button Batch serial numbers
    1. Note! It is recommended to use item b, and it is a requirement that item b is used if you want to reserve the batch number on a sales order before you have booked the purchase.
a) Directly on the purchasing lines
  • If you don't already have the Batch/serialr field on your purchase lines, insert the field using the Layout/Edit button on the ribbon.
  • On purchase lines with item numbers to which a batch number must be linked, the Batch/serialr field is filled in directly on the line. If the batch number already exists, the item is linked to this batch. If the batch number does not exist, it is created in the batch overview.
b) Under the Batch serial numbers menu button
  • Place the cursor on the purchase line where you have entered the item you want to purchase with a batch number and select the Batch/Serial number button on the ribbon.
  • Create a new line in the link window with F2 or with the Add record button on the ribbon.
  • Fill in at least the Number field with the batch number and select the Save button or the Save & exit button to get back to the purchase lines.
Note! If an existing batch is selected, the existing batch count is updated with the count from the purchase.