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--- guides:dispensary:managingbatches [2015/06/22 06:27]
markphillips2 created
+++ guides:dispensary:managingbatches [2018/12/23 12:10]
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-====== Batch Management Guide ======
-This guide covers how to keep track of batches of products.
-Batches are defined as a group of products that contain a record that will be associated with each item sold. \\
-A simple example would be: You make a batch of chocolate chip cookies. That specific instance of the cookies is the batch, even though you make chocolate chip cookies all the time.\\
-Now, because you want to keep track of when you recieved a batch of products, and then each time you sold any of the items in that batch, we have several methods to maintain a record of these. \\
-So to start, we'll offer a more sophisticated example: You purchase a batch of of 1 lb of Kush. This is the same Kush strain you buy day in and out, and then sell to your customers/patients day in and out. When you buy the product, you also receive a batch code with it. This code can be numbers, or letters and numbers. \\
-===== Receiving new batches: =====
-For each item you need to keep track of. When you receive it you will apply the standard routine of making a purchase order. \\
-  - Refer to making purchase orders here:\\
-https://www.youtube.com/watch?v=f_Qwwpaue6c\\
-  - In the purchase order window, enter the batch number in the serial number section.
-  - Once you have the items, their quantity, and the batch codes entered, you can then receive the order.
-==== Setting Up Items to be Batch Items ====
-Set all items to 'Medicine - Weighted' or 'Medicine - Each' in the Style field.
-Invoices / Purchase Orders.
-When inputing items in purchase orders, the additional fields for batching need to be filled are\\
-Serial\\
-Batch Count\\

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