48 lines
2.0 KiB
Markdown
48 lines
2.0 KiB
Markdown
# Batch
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Batch feature in ERPNext allows you to group multiple units of an item,
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and assign them a unique value/number/tag called Batch No.
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This is done based on the Item. If the Item is batched, then a Batch number must be mentioned in every stock transaction. Batch numbers can be maintained manually or automatically
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### Item Setup
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To set item as a batch item, "Has Batch No" field should be checked in the Item master.
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If you want automatic batch creation at the time of Purchase Receipt, you must check "Create New Batches Automatically"
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<img class="screenshot" alt="Item Setup for Batches" src="{{docs_base_url}}/assets/img/stock/item_setup_for_batch.png">
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### Creating Batches
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If you have not selected "Create New Batches Automatically", you will have to make Batches Manually as you go along.
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To create new Batch No. master for an item, go to:
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> Stock > Setup > Batch > New
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### Splitting and Moving Batches
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When you open a batch, you will see all the quantities relating this that batch on the page.
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<img class="screenshot" alt="Batch View" src="{{docs_base_url}}/assets/img/stock/batch_view.png">
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To move the batch from one warehouse to another, you can click on the move button.
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You can also split the batch into smaller one by clicking on "Split". This will create a new Batch based on this Batch and the quantities will be split between the batches.
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### Transacting Items with Batches
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Batch master is created before creation of Purchase Receipt.
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Hence eveytime there is Purchase Receipt or Work Order being made for a batch item,
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you will first create its Batch No, and then select it in Purchase order or Production Entry.
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On every stock transaction (Purchase Receipt, Delivery Note, POS Invoice) made for batch item,
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you should provide item's Batch No.
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> Note: In stock transactions, Batch IDs will be filtered based on Item Code, Warehouse,
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Batch Expiry Date (compared with Posting date of a transaction) and Actual Qty in Warehouse.
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While searching for Batch ID without value in Warehouse field, then Actual Qty filter won't be applied.
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{next}
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