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Batch Tracking | User Guide | Zoho Inventory
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</li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Bin Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/bin-locations/index.html">Bin Locations</a> </li> </ul> </li> <li class="nested-menu open"> <b class="sub-menu-arrow pull-right line-arrow down "></b> <a class="sub-menu-trigger" href="javascript:;">Advanced Inventory Tracking</a> <ul class="sub-menu nav nav-stacked" > <li class="active" > <a href="/inventory/help/advanced-inventory-tracking/batch-tracking.html">Batch Tracking</a> </li> <li > <a href="/inventory/help/advanced-inventory-tracking/serial-number-tracking.html">Serial Number Tracking</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Retainer Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/retainer-invoices/index.html">Overview</a> </li> <li > <a href="/inventory/help/retainer-invoices/manage-retainer-invoices.html">Manage Retainer Invoices</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Orders</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-orders/sales-orders-overview.html">Sales Orders Overview</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-creation.html">Creating Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-managing.html">Managing Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/other-actions.html">More Actions</a> </li> <li > <a href="/inventory/help/sales-orders/packages.html">Packages</a> </li> <li > <a href="/inventory/help/sales-orders/package-geometry.html">Package Geometry</a> </li> <li > <a 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class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Received</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-received/payments-received.html">Payments Received</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Returns</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a 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</ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="batch-tracking">Batch Tracking</h1> <p>Batch Tracking is a <a href="https://www.zoho.com/inventory/inventory-tracking-system/" target="_blank" rel="noopener noreferrer">system</a> that allows you to group and monitor a set of stock that share similar properties. With Batch Tracking you can,</p> <ul> <li>Track the expiration of items.</li> <li>Trace defective items back to the batch that it belonged.</li> </ul> <p>Let’s walk through a scenario to understand these benefits:</p> <blockquote> <p><strong>Scenario:</strong> Tom owns a medical store where most of the items that he deals with are bound to a limited shelf life. Business had been smooth until one day he received a complaint from a consumer who was delivered an item that was long expired. As taken aback as he was, he could not figure out from which of the boxes in his storeroom, the item was sold! To prevent such mishaps in the future, he immediately sets up the <strong>Batch Tracking</strong> feature. Now along with basic stock tracking, he is also in complete control of his disposable stock.</p> </blockquote> <p>In Zoho Inventory, you will be able to record the items you receive as batches along with its manufactured date and expiry date. And later when you are looking to make a sale, you can safely pick items from those batches that are well within its usage period.</p> <p>In this document, you will be learning about:</p> <ul> <li><a href="#enabling-batch-tracking">Enabling Batch Tracking feature</a></li> <li><a href="/inventory/help/items/items-overview.html#track-batch-numbers">Creating a Batch Tracked Item</a></li> <li>Creating transactions with batch tracked items <ul> <li><a href="/inventory/help/purchase-orders/bills.html#bill-for-a-batch-item">Recording Bills</a></li> <li><a href="/inventory/help/sales-orders/invoices.html#invoice-for-batch-tracked-items">Raising Invoices</a></li> <li><a href="/inventory/help/warehouses/transfer-orders.html#batch-tracked-items-transfer">Issuing Transfer Orders</a></li> <li><a href="/inventory/help/items/additional-features.html#adjust-batch-tracked-items">Making Quantity Adjustments</a></li> </ul> </li> <li><a href="#batch-transaction-history">Batch Transaction History</a></li> <li><a href="/inventory/help/reports/inventory-reports.html#batch-details-report">Batch Details Report</a></li> <li><a href="/inventory/help/reports/inventory-reports.html#batch-transaction-summary">Batch Transaction Summary Report</a></li> </ul> <hr> <h3 id="enabling-batch-tracking">Enabling Batch Tracking feature in Zoho Inventory</h3> <p>You will be able to create batch tracked items only if you enable it. To do so,</p> <ul> <li>Navigate to <strong>Settings(Gear Icon) » Preferences » Items.</strong></li> <li>Select <strong>Batch Tracking</strong> as your method of stock tracking under <strong>‘How do you want to track your items?'</strong>.</li> </ul> <p><img src="/inventory/help/images/settings/advance-inventory-settings.png" alt="Batch Lot Tracking under Settings"></p> <ul> <li>Click <strong>Save</strong> at the bottom to apply your settings.</li> </ul> <div class="tips-note"><div class="tips-note-img"></div> <p><b>Note:</b> This feature is available only for <a href="/inventory/pricing-comparison/" target="_blank">selective pricing plans</a>.</p> </div> <hr> <h3 id="batch-transaction-history">Batch Transaction History</h3> <p>Consider a scenario where a batch of tools that were sold, turned out to be faulty and needed immediate replacements. In such cases, instead of manually looking up all your sales records, you can find the list of all transactions involving a particular batch reference number in one place. To do so:</p> <ul> <li>Navigate to the <strong>Items</strong> module on the sidebar.</li> <li>Open a batch tracked item.</li> <li>Go to the <strong>Batch Details</strong> tab.</li> <li>Click on a batch reference number to expand its details.</li> </ul> <p>The details include batch creation date, the transaction within which the batch was created, the initial and current quantity in the batch and the transactions with which the batch ref. number is associated.</p> <p><img src="/inventory/help/images/items/batch-transaction-history.png" alt="Transaction history of a batch number in the items page"></p> <p>Likewise, you can also click on the batch number displayed under a transaction (invoice, transfer order, bill and adjustment) to expand its details.</p> <p><img src="/inventory/help/images/items/batch-transaction-history-in-invoice.png" alt="Transaction history of a batch number from an invoice page"></p> <hr> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for?</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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