How to use batches

Batches are groups of items created from the same production run. The batch function in Tidy enables you to assign batch numbers against material items, assign batch numbers when receiving items, and sell items with a batch number.

Step 1

Head to Materials under Global Settings and click the edit icon on one of your managed items.

Let’s use the Medium Welding Glove in this example.

Step 2

At the bottom of the item, you’ll see the Serials & Batches section.

Click on the checkbox next to Batches Enabled. You can also select Production Date and/or Expiry Date if you require this information.

Step 3

Once you save, you can see that a new Batches icon has appeared for this item. Click on it.

Step 4

Your batches will appear here after you've created them.

Currently, there are 25 out of 25 Medium Welding Gloves not yet assigned to a batch at the location Main Warehouse. To create one, click on New Batch.

Step 5

Enter the quantity of items you want to add to this batch, along with the optional production and expiry dates.

The batch number is automatically generated but can be edited.

Optionally, you can add information about the serial numbers in the notes section.

Please note that currently there is no mechanism to limit the quantity of items you can assign to a batch/serial number. This means that you can potentially add more than one item to the same batch/serial number.

Step 6

Once you save, you can see the batch just created.

There are 10 items in this batch, so the number of unassigned items has decreased to 15 out of 25.

Step 7

Under your Company Settings, there are two batch settings:

Show Batches with No Stock by Default means that batches with no stock assigned will be displayed at the top of the item’s batch list.

Batch Assignment on PO Receipt means that when you receive purchase orders, you must assign them to a batch.

Step 8

For example, when we receive a purchase order for the Medium Welding Gloves, the batch clipboard icon appears. Click on it.

You can add these items to an existing batch, or create a new batch using the items in this order. 

Then continue receiving the purchase order as usual.

Step 9

Similarly, when you create a sales order for this item, you can choose which batch/es to sell from.


Posted: Mon 05 Dec 2022