DealPOS has provided a batch-tracking product type. So, users can add product types that have batch numbers such as medicines (expiration date), clothes/shoes (production date), etc. This feature will really help sellers to prioritize selling products that are nearing their expiration date.
Usually, adjustments are used for stock taking, adding, or reducing product stock outside of sales and purchase transactions. If users want to adjust stock from a batch tracking product, they can only adjust it using the adjust differences method.
Therefore, batch-tracking products can only be adjusted through the adjustment archive using the adjust difference method. If the user tries to adjust via CSV or web spreadsheet an error message will appear as the image below :
Before adjusting the quantity for batch-tracking products, make sure that you have at least one batch-tracking product. Read this article to find out How to Add Batch-Tracking Products.
I. Add Stock by Adjustment Archive
For example, users want to restock product quantity for a specific batch. Read the steps below to add batch-tracking product stock by adjustment archive.
In this case, we try to add "Decolgen" stock from the "Batch December 2022" batch.
Step 1. Go to Adjustment (Archive), then Click New
Step 2. Choose Adjustment Method, then Add Item to Cart
Users must choose the "Adjust Differences" method.
Step 3. Click On Product
Click anywhere on the product field, except the "x" button.
Step 4. Go to Serial Tab, Insert Serial Batch, then Click Add
Type the batch name exactly the same as the batch name to which you want to add the stock (users should submit the existing batch number). Click the enter button after typing the batch name.
Notes :
If users add not existing batch name before, the system will automatically make a new batch for that name.
Step 5. Input Quantity, then Click Ok
Step 6. Click Process to Complete
Step 7. Recheck Batch Product Inventory
The "Batch December 2022" is increased from 75 to 125.
II. Reduce Stock by Adjustment Archive
For example, the products exceeded the expiration date so we tried to reduce some quantities. Read the steps below to reduce batch-tracking product stock by adjustment archive.
In this case, we try to reduce "Decolgen" stock from the "Batch November 2022" batch.
Step 1. Go to Adjustment (Archive), then Click New
Step 2. Choose Adjustment Method, then Add Item to Cart
Users must choose the "Adjust Differences" method.
Step 3. Click On Product
Click anywhere on the product field, except the "x" button.
Step 4. Go to Serial Tab, Insert Serial Batch, then Click Add
Type the batch name exactly the same as the batch name that you want to reduce the stock (users should submit the existing batch number). Click the enter button after typing the batch name.
Notes :
Users couldn't reduce the quantity for the existing batch number. So users couldn't type the batch number carelessly.
Step 5. Input Quantity to Reduce, then Click Ok
Type quantity with the minus symbol to reduce the stock. In this case, we try to remove all of the quantities for the batch, because it exceeded the expiration date.
Step 6. Click Process to Complete
Step 7. Recheck Batch Product Inventory
The "Batch November 2022" is no longer displayed from the batch list because we removed all of the stocks from that batch.
Related Articles:
To buy/purchase batch-tracking product type: Buying Batch Tracking Product
To sell batch-tracking product type: Selling Batch Tracking Product
To find out what batch tracking product type is: Batch Tracking Product Type
