Batches, expiry, traceability and bins
Batch control requires both the company option and the product flag. Bin control is separate. Physical lots still need to match recorded lots.
Steps
- Enable batch control and the warning horizon, then mark the products that require batch tracking.
- Enter batch and production/expiry dates on receipts, separating different lots of the same item. Check batch stock after approval.
- Verify allocated batches against actual picking. Adjust quantities in the batch selector when necessary; warnings do not replace shelf inspection.
- Use Batch/Expiry views for near-expiry, expired and lot searches, then trace approved source and destination documents.
- For bin movements, select warehouse, bin and direction and verify bin quantities after approval. These movements do not change total warehouse stock.
Lots and dates match physical goods, movements are traceable and bin totals are checked separately.
Back-office allocation and POS deduction rules differ; do not claim the system can never sell expired stock. Calibration and disabling product batch tracking require careful review because lot distribution changes.