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guides:dispensary:managingbatches [2015/06/20 00:31] markphillips2 created |
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| + | ====== Batch Management Guide ====== | ||
| + | ===== Overview ===== | ||
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| + | This guide covers how to keep track of batches of products. | ||
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| + | Batches are defined as a group of products that contain a record that will be associated with each item sold. \\ | ||
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| + | 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.\\ | ||
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| + | 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. \\ | ||
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| + | 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. \\ | ||
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| + | ===== Receiving new batches: ===== | ||
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| + | 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. | ||
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| + | ==== Setting Up Items to be Batch Items ==== | ||
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| + | Set all items to 'Medicine - Weighted' or 'Medicine - Each' in the Style field. (Do not include the single quotes)\\ | ||
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| + | === Processing Transactions === | ||
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| + | As long as the items are marked with 'Medicine - Weighted' or 'Medicine - Each' then when the item is added on any order it will look up to find an associated batch code for the item. There are three results you may see: | ||
| + | - The item is added to the order - if there is only one batch that is in stock. | ||
| + | - A pop up window prompts the user to idenfity which batch to choose from - if there are multiple batches in stock. | ||
| + | - The item can not be sold and a message appears saying the item has no batch associated with it. | ||
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| - | Set all items to 'Medicine - Weighted' or 'Medicine - Each' in the Style field. | ||
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