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.

For each item you need to keep track of. When you receive it you will apply the standard routine of making a purchase order.

1. Refer to making purchase orders here: https://www.youtube.com/watch?v=f_Qwwpaue6c
2. In the purchase order window, enter the batch number in the serial number section.
3. Once you have the items, their quantity, and the batch codes entered, you can then receive the order.

Set all items to 'Medicine - Weighted' or 'Medicine - Each' in the Style field. (Do not include the single quotes)

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:

1. The item is added to the order - if there is only one batch that is in stock.
2. A pop up window prompts the user to idenfity which batch to choose from - if there are multiple batches in stock.
3. The item can not be sold and a message appears saying the item has no batch associated with it.