To ship or sell products using batch numbers against a Sales Order, you’ll start the process as normally:
Navigate to Sales → New Order
Fill in your client information. As you start typing the name of your client, a window will pop up and you can select the correct client. Now the information will fill in automatically.
Now scroll down and add the items you are selling by clicking on + Click to add row. Fill in the product information and remember to click on the save icon at the right.
To approve the Sales Order, click on Approve on the top right. A new window will pop up asking you which location you want to ship items from. Select the right location and click on Ok to confirm.
When it’s time to actually ship the items to your customer, go into the sales order and click on Ship at the top right of the document.
A shipping pop-up will open up. At the top left, select the type of document you want to create.
To add batch numbers, scroll down to the list of products, and type in which batch you want to ship items from. When you start typing, a selection of batches will open up, showing the expiration dates as well. Select the correct one. This will automatically fill in the expiration date field.
Once you have done this, click on “Create Document” at the end of the page. Now Megaventory will know which batch will have items sent out from, and which batches stock levels remain the same for the product on hand.
Shipping/selling products directly without a Sales Order
If you have a client over the counter or you are not shipping against a Sales Order but shipping/selling directly, the process is a bit different.
Navigate to Sales → New Sale - Shipment
Again, fill in the client information.
Scroll down to add products by clicking on + Click to add row. Type in the SKU or product name, and select the right amount of goods. If the product supports batch numbers, two additional fields will come up: one for the batch number, and the other for the expiry date. Start typing in the batch number field, and a selection of relevant batches will show up. You can see here what the expiration date of each batch is. Add in the correct batch number. The expiry date will fill in automatically according to the batch number. Always remember to save each row by clicking on the save icon on the right.
When you are done adding items, click on Approve (Ship) at the top right. A new window will pop up asking you which location you want to ship items from. Select the right location and click on Ok to confirm. Once again, you have successfully used batch numbers in selling your goods.
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