It is possible to make use of batch and serial numbers in Uniconta.
This article describes the principles of using batch/serial numbers in Uniconta and how to use them.
No two identical serial numbers or batch numbers can be created in the list. A serial number is a unique number, it could be a cell phone, and a batch number is used for several pieces of the same item. For example, a batch of vegetables.
In addition, the following applies
- A batch number item, where negative stock is not allowed, cannot be sold more than the number in stock with that batch number. Storage locations and placements, as well as multiple lines with the same item number and batch number, are not taken into account.
There can only be one line in the batch/serial number overview under Lager/reports/batch/serial numbers with the same item number and batch number.
- Serial number items cannot be sold more than the number in stock of that serial number.
- ATTENTION! Please note that the cost price field is only an information field for use in e.g. webshops - Uniconta does not fill in and calculate the field anywhere.
ATTENTION! Uniconta
does not support unit conversion for serial and batch numbers.
NOTE! Uniconta
does not support variants for serial and batch numbers.
NOTE! Serial and batch numbers have no influence on cost prices. Cost prices are based on the cost price model of the item.
Batch/serial numbers can be created directly in the list at
Lager/Maintenance/Batch/Serial numbers, but there are four different ways to create batch/serial numbers, which you can read more about here...
Via
Lager/Maintenance/Batch- /serial numbers
This shows the batch and/or serial numbers that have been created for the goods, as well as Postings and Inventory on the individual serial/batch numbers
The overview is automatically updated when purchasing and invoicing in the system.
ATTENTION! There are two different Batch/Serial number principles in Uniconta (It is recommended that Batch/Serial numbers are always mandatory)
- Batch/serial numbers purchased via purchase order
- Batch/serial numbers that are only used for sales.
The two principles can NOT be mixed.
Batch/serial numbers purchased via purchase order (principle 1)
Here again are two principles.
- Batch/Serial no. on purchase line: If you enter Batch/Serial numbers on the purchase order line, the batch/serial number can be sold when the purchase invoice is updated (principle 1.a)
- Batch/Serial no. via linking: If you want to sell the item before the purchase is invoice updated, you can add a batch/serial number on the purchase line by clicking Batch/Serial number. (principle 1.b)
In both cases, sales can be linked by selecting batch/serial numbers. Batch/serial numbers cannot be selected via the field on the sales order line.
Batch/serial numbers only used for sales (principle 2)
Batch/serial numbers are entered here in the list under
Lager/Maintenance/Batch/serial number and a start number. For sales, Batch/serial numbers must be selected via the field on the sales order line.
If you have created the wrong batch and/or serial number, you can correct it in the list.
NOTE: For Principle 2, both for batch and serial number, the start number must be entered. After entering, you must run a Recalculate inventory. The batch numbers will not be active before this run.
Batch/serial number list
Description of selected fields
| Field name |
Field Description |
| Starting number |
Start quantity is used to specify the starting quantity in stock of the selected batch/serial no. The quantity is not connected/linked to a purchase record. Used together with principle 2. |
| Quantity |
Quantity is the total number of the batch/serial number that has been in stock. |
| Remaining quantity |
Remaining quantity is the number left of the batch/serial number in question. |
| Cost price |
A field that can be programmed via the API. Has NO influence on the cost price of the batch/serial number in question. |
| Number sold |
Number sold shows the number sold of the batch/serial number in question. |
| Date and time |
Date is a date field. You can make use of this date field as you wish. Possibly the purchase date. |
| Expiration date |
The expiration date field can be used as you wish. You can enter the expiration date for the batch/serial number in question, or leave it blank. |
| Number |
Number is the relevant batch number or serial number. It can be freely edited. |
| A comment field. |
A comment field. |
| Storage location |
Storage location registered by a purchase of the batch/serial number.
Under the Batch location button you can see the distribution of the different storage locations.
NOTE! When changing the storage location in the list, the entry will not be changed. If you want to change the entry, you must edit the stock item under stock entries. |
| Placement |
Location registered by a purchase of the batch/serial number.
NB! Changing the location in the list does not change the entry. If you want to change the item, you must edit the location under inventory entries. |
Description of selected buttons
| Button |
Button description |
| Open/All |
When you click Open, all remaining batches/serial numbers in the warehouse are displayed. (The icon in the menu now shows All)
Clicking All will display all batch/serial numbers created in the list. (The icon in the menu now shows Open) |
| Inventories |
Inventory shows the total number of the item in question that is in stock. It is not shown per batch/serial no. Inventory also shows the storage location and locations of the item. |
| Postings |
Here you can see the individual postings that have been made for the selected batch/serial number. |
| Batch location |
Under the Batch location button, you can see which storage locations/locations the individual batch numbers are located in. |