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Understanding the Batches list

Understand the Batches list for effective inventory tracking and management.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over 2 weeks ago

The Batches tab in the Stock screen is your central hub for managing inventory tracked by batches. It displays all active batches for both products and materials where batch tracking is enabled, helping you stay organized and maintain traceability across your stock.


Accessing and navigating the batches list

Screenshot showing where the Batches tab is located within the Stock screen

To view the list:

  1. Go to the Stock screen.

  2. Click the Batches tab.

By default, the list shows only batches with a positive quantity. You can toggle the view to include empty batches using the switch in the top-right corner of the screen.

Toggle for showing empty batches in the stock screen's batches tab

Note: Expired batches are hidden from the list until all unexpired batches are shown. This helps reduce clutter and improve search relevance.


What you’ll see in the batches list

Each batch entry includes:

You may also see batches labeled "Unbatched", which appear if they contain either a positive or negative quantity.


Editing batch information

You can update the following for any existing batch:

  • Batch number

  • Barcode

  • Expiration date

To edit a batch:

  • Click directly into the field you want to change.

  • Make your edit.

  • Press Enter or click outside the field to save.

You cannot edit information for “Unbatched” batches. These represent stock added before batch tracking was enabled. Learn how to assign unbatched items to specific batches.

Note: Editing a batch's details does not create a new batch — it simply updates the existing one.


Summary

The Batches list gives you detailed oversight of batch-tracked inventory. You can edit batch information (except for unbatched entries), apply filters, and include empty or expired batches, maintaining full control and visibility over your stock movements.


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