Selling products with batch numbers and expiry dates

This guide explains how to process sales orders for products that track batch numbers and expiry dates (THT). Before starting, ensure that the products have already been assigned to a batch via a purchase order or inventory adjustment.

Configuring your columns

To see which batch number is assigned to a product, you must first ensure the correct column is visible in your transaction grid.

1. Open your sales order and click the columns tab on the right side of the screen.

2. Search for item location and check the box to activate the column.

3. Click the columns tab again to close the menu.

Assigning a batch number

Once your products are added to the order, you need to specify which batch the items will be pulled from.

1. Click the more actions arrow (green triangle) next to the primary action button.

2. Select pick location.

3. A window will appear showing the available stock locations and batches for the selected product.

4. Adjust the quantities in the far-right column: decrease the quantity from the general warehouse (WH) and increase the quantity for the specific batch number you wish to use.

5. Repeat this process for all relevant items and click the accept button (green checkmark).

Finalizing the order

After the batches are assigned, you can finalize the sales order following your standard workflow. This typically includes:

• Generating a packing slip or delivery note.

• Issuing the sales invoice.