How to Set Up An Item for Batch Tracking

Why Use This Function:

Not all items are managed in batches, so you must first set up an item to enable Batch Tracking. This tells the system to expect batch numbers and other tracking details during transactions.

💡Please Note: Without this setup, batch information cannot be recorded, which can lead to stock control errors, inability to trace or recall specific batches, and potential legal or safety risks. Proper Batch Tracking is critical for medicines, medical devices, and other healthcare products where Patient safety and audit readiness are non-negotiable.

• This user manual will start on the Stock Setup, Stock Items screen.

• For an extensive explanation of the Stock Setup, Stock Items screen, please refer to the user manual: Stock Setup Screen: Navigation and Use.

• Double-click on the desired item.

• The Add/Edit Stock Item screen of the selected item will open.

• For an explanation regarding all the fields on the Add/Edit Stock Item screen, please refer to the user manual: How to Add a Stock Item.

• Click on the Type drop-down menu and select the Batch Tracking option.

• Click on the Save button to save the changes that were made.

💡Please Note: Batch Information is added when the Stock Invoice is captured. For more information, please refer to the user manual: How to Capture Batch Tracking on Stock Invoices.