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Operations Menu - Refill Batch No. Items

If you are using the Automatically set Batch Number on Delivery option in the Stock Settings setting, Serial Numbers and Best Before Dates will be brought in automatically whenever you create a Delivery. This applies to Items that are Serial Numbered at the Batch level only. If you do not approve the Delivery immediately, these default Serial Numbers may become incorrect. You can update them using this function.

For example, you have in stock a batch of ten Items with Serial Number 1 and a batch of ten with Serial Number 2, and you receive an Order for eight. When the Delivery is created, it will contain one row with a Delivery Quantity of eight and Serial Number 1. This Delivery is left unapproved and you then receive a second Order for three. The resulting second Delivery will contain one row with a Delivery Quantity of three and Serial Number 1. If either of these Deliveries is approved, the other will become incorrect. For example, if the first Delivery is approved, you will only have two items with Serial Number 1 left. So, when you come to approve the second Delivery, you will be warned that you have insufficient stock. You can then apply this function. The Delivery Quantity of the first row will be changed to two, and a second row will be added, with a Delivery Quantity of one and Serial Number 2.

For this function to have any effect, three conditions must be met:

  1. The Automatically set Batch Number on Delivery box in the Stock Settings setting must be checked.

  2. You must place the cursor in the row with the incorrect Serial Number. So, in a large Delivery, you may need to use this function several times.

  3. Usually, when the time comes to approve a Delivery, you will try to do so without checking stock levels. When you check the OK box and save, you will be warned that you have insufficient stock. This warning will place the cursor in the appropriate row, thus satisfying condition 2 above. However, you must then remove the check from the OK box before you can use this function successfully.