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Batch tracking
Batch tracking on Outsourced purchase orders
Batch tracking on Outsourced purchase orders
Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Through Katana, you can assign batch numbers to items that you are purchasing through an OPO. This applies to both materials and products.

To begin assigning batch numbers to purchased items, first enable batch tracking for a item. If you already have batch tracking enabled, assign a batch number to the item when purchasing.

Assigning batch numbers to purchased items enables you to choose items from specific batches in stock when selling (or making) products. This historic information will also be available at any time.

Assigning batch numbers to received items

Batch numbers for purchased items can be assigned when an OPO is marked Received.

Batch numbers cannot be assigned to items on Outsourced Purchase Orders before receiving the items. This is because the batch number for items is typically indicated on the received package.

  1. Change the OPO delivery status to Receive all.

  2. Define the quantity of items To receive.

    The To receive quantity is automatically filled with the total quantity of items on the OPO. If you want to split the total received quantity for an item into multiple batches, add each batch to a separate row. Change the To receive quantity to a number smaller than the total quantity of items on the OPO, and a new row will appear automatically for adding the next batch.

  3. Assign a batch #, Batch barcode (if applicable), and expiration date (optional) to each received batch. You can either assign an existing batch number to add items to an existing batch or create a new one for the received items.

    If you are purchasing items that don't have batch tracking enabled, the Batch # column will display Not applicable and a batch number doesn't need to be assigned to them.

  4. All received batch-trackable items must have batch numbers assigned to them. Once all the batch numbers are assigned, a Receive all button will become clickable. Click this button to receive the items to your stock.

  5. Batch number information will be saved to the OPO and batches for received items will be added to your stock.

Note: Once an OPO is received, you can't edit the batch numbers for received items.

Go to the Stock screen > Batches tab to see the list of all your batches.

You can now use the received items and select from specific batches on Sales Orders and/or Manufacturing Orders to achieve full traceability.

Assigning batches to processed ingredients

It is also possible to track batches of ingredients that will be processed for fulfilling the OPO. Read how to track batches of OPO ingredients.

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