Batches & Serials
13 articles, in order
- OverviewQoblex can track your stock down to the individual batch, lot, or serial number, so you always know which units came from which supplier delivery or production run, when they expire, and where they went.5 min
- Before You Use Batch and Serial TrackingBatch and serial tracking lets Qoblex follow specific units of a product through your business, so you always know which batch or serial number you received, stored, moved, sold, or returned.5 min
- Set a Variant to Batch or Serial TrackedBatch and serial tracking are turned on one product variant at a time.4 min
- Receive Batches and Serials from Purchase OrdersWhen you receive goods against a purchase order and one or more of the received products are batch or serial tracked, Qoblex asks you to record exactly which batch or lot numbers arrived before the goods receipt note can be authorized.5 min
- Ship Batches and Serials on Sales OrdersWhen a sales order line is for a batch-tracked or serial-tracked product, Qoblex asks you to say exactly which batch or serial numbers are going out before the shipment can be picked.5 min
- Transfer Batch and Serial Tracked StockWhen you move batch-tracked or serial-tracked stock between two of your locations, Qoblex needs to know exactly which batches or serial numbers are leaving the source location.4 min
- Adjust Batch and Serial Tracked StockWhen you authorize a stock adjustment that includes batch or serial tracked products, Qoblex needs to know exactly which batches or serial numbers the counted quantity belongs to.4 min
- Import or Update Batches by CSV StocktakeWhen you need to set batch (lot) and serial quantities in bulk, Qoblex lets you run a stocktake from a spreadsheet.5 min
- View and Filter Batches and SerialsThe Batches list is the single place where you can see every batch and serial number your business is currently holding, across all your locations.5 min
- Trace a Batch or SerialEvery batch and serial number in Qoblex keeps a full movement history: where the stock came from, and where it went. ”, the trace view puts the whole story of a single batch on one screen.6 min
- Expiry Dates and Expiring StockAn expiry date tells you the last day a batch is good to sell or use.4 min
- Edit or Delete BatchesSometimes you need to correct a batch or serial record: fix a mistyped lot number, set an expiry date that was missed at receiving, or remove a batch that was created in error and never held any stock.6 min
- Troubleshooting Batches and SerialsThis article collects the most common problems you may hit while working with batch-tracked and serial-tracked stock, with a plain explanation of the cause and how to fix each one.6 min