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guides:dispensary:managingbatches [2015/06/22 06:28] markphillips2 |
guides:dispensary:managingbatches [2018/12/23 12:10] (current) |
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| ====== Batch Management Guide ====== | ====== Batch Management Guide ====== | ||
| + | ===== Overview ===== | ||
| + | |||
| This guide covers how to keep track of batches of products. | This guide covers how to keep track of batches of products. | ||
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| ==== Setting Up Items to be Batch Items ==== | ==== Setting Up Items to be Batch Items ==== | ||
| - | Set all items to 'Medicine - Weighted' or 'Medicine - Each' in the Style field. | + | 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 === | ||
| + | |||
| + | 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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| - | Invoices / Purchase Orders. | ||
| - | When inputing items in purchase orders, the additional fields for batching need to be filled are\\ | ||
| - | Serial\\ | ||
| - | Batch Count\\ | ||
Trace: • weightlimits
