Initial setup

When batch functionality is enabled for a material Item, you can make the assignment of a batch number mandatory for a range of workflow options. Please contact support to turn on the batch function.

Go to Global settings -> Company -> Sales & Purchases (tab) -> Purchase Order (section)

Select the workflows required within your organisation for enforcing the entry of batch numbers at the different workflow stages.

Material Items

A Material Item must be Managed to have a Batch Number. Batch numbering functionality is not relevant to Unmanaged Materials within Tidy. Read Inventory - The difference between managed and unmanaged materials.

On a Material in Edit mode, tick the Batches Enabled box to enable batch numbers on the Material item, then select the optional Production Date and Expiry Date fields.

A Batch icon will now appear on the Material header row.

Clicking this icon opens a screen where you create new batches and assign the batch data. Information is presented on the quantity of materials not yet assigned to a batch.

A Batch icon will now appear on the Material header row.

Clicking the Batch icon will open a screen where you can assign the batch data. Either assign to an existing Batch Number or create a new Batch Number.

Assemblies

As all Assemblies are Managed, they can have batch numbers enabled.

On the Assembly in Edit mode, tick the Batches Enabled box to enable Batch Numbers on the Assembly, then select the optional Production Date and Expiry Date fields, as with a Material Item.

Clicking on the Batches icon in the header row will show you the existing batch data and allow you to create new batches.