Batched products are items that require tracking by Batch Number and Expiry Date.

Creating a batched product follows the same process as creating a regular product, with one additional step.

Steps to Create a Batched Product

1. From the Dashboard, go to Products.
2. Click Add New Product.
3. Fill in the required fields (Product Name, Code, Description, etc.).
4. In the Inventory Type field, select Batched Product. ✅ (This is the only difference from creating a regular product.)
5. Complete the remaining fields as needed (Supplier, Pricing, etc.).
6. Click Save.

Product Profile — Batches Tab

Once a batched product is created, an additional Batches tab will appear in the product profile.

• Batch Number – The unique identifier assigned to the batch.

  🖱️ Clicking the batch number will open the Batch Transaction Modal, which shows the full transaction history linked to that batch (e.g., Receivings, Releasings, Adjustments, Transfers).

  

• Locations – Shows where the batch is stored.

• On Hand Qty – The current total available quantity for that batch.

• Expiration Date – The date when the batch is set to expire (can be edited).

• Last Updated – The most recent date/time when details of the batch were modified.

• Creation Date – The date when the batch was first created in the system.

• Edit Button – Allows you to update details such as the expiration date.

  

• Delete Button – Permanently removes the batch from the system. Note: You cannot delete a batch with existing inventory. Please remove all inventory first.

Transactions for Batched Products

Once created, batched products can be managed through different transactions.

1. Product Actions (from Product Profile)