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Assigning batch numbers to manufactured products
Assigning batch numbers to manufactured products

Track items when they are sold or used in manufacturing

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

You can assign a batch number and expiry date to products made with a Manufacturing order (MO). This gives you the possibility to track the exact items when they are sold or used in manufacturing as a subassembly.

You can assign the batch number to the products on the MO when the MO is still open or when completing it.

When batch tracking is enabled for a product, you must assign a batch number to the manufactured products. You cannot complete a MO before assigning a batch number.

If you are tracking batch numbers for ingredients, you will be asked to select ingredients from specific batches when completing the MO. This gives you full traceability from purchasing to manufacturing to sales. Read more

Assigning batch numbers to manufacturing products

  1. To assign a batch number for an open MO, click on the Batch # Edit button.

    If you didn't enter a batch number before completing a MO, you will be asked to assign a batch number when changing the MO production status to Done or Partially complete

    You cannot edit the batch number after the MO is partially complete. If you need to change the batch number, you need to revert the Partially complete MO. Read more

    Note: If you make a product that is batch-trackable, and the MO doesn't have a batch number assigned, and you complete all the Production Operation steps for the MO from the Shop Floor App, the Production status for the MO will remain as Work in progress. In this case, you need to complete the MO directly in Katana (not the app) by changing the production status of the MO to Done. At this point, you will be asked to assign a batch number.

  2. Enter a Batch # (required).

    The entire quantity of the product on the MO must be assigned to the same batch. You cannot split the MO into multiple batches.

    You can either create a new batch number ...

    ... or assign products to an already existing batch for the same product variant.

  3. Enter the Expiration date (optional). In this view, the expiration date can be assigned to newly created batches or edited for a selected existing batch.

  4. Click Confirm to add the batch number info to the MO.

You can change batch # info for completed MOs.

All your batches are listed in the Stock screen > Batches tab. Read more

When selling products, you can select sales items from specific batches. Read more

Assigning batch numbers if MOs are completed in bulk

If you complete multiple manufacturing orders for products from the Make screen, you are asked to assign batch numbers to all MOs for products with batch tracking switched ON and where the batch number has not yet been assigned.

If the batch number was already assigned to an MO before completing it, the list will not include that MO and you cannot edit the batch number before completing the MO from this view. Please go to the MO card to edit the batch info.

Assign batch numbers and expiry dates (optionally) to all rows and click Confirm.

Note: If you are tracking batches for any ingredients used on Manufacturing orders, then completing the MOs in bulk is not possible. You must select batches for ingredients on each MO separately.

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