How to assign Batch Numbers to a Batch Tracked assembled product on a Parked Assembly
FollowWhen the Assembled product is enabled for batch tracking, any Assembly that's created for it requires a Batch Number to be allocated for the assembled quantity.
To assign a Batch Number to assembled stock, follow the below steps:
- In the Assembly, select the Batch Numbers tab.
- A pop-up window will show, in which you'll assign a batch number. You can either add new batch numbers for an assembled quantity or assign an existing batch number to the newly assembled stock:
- Batch Number: the reference used for the batch number (is required). You can re-use the same batch number that already exists in Unleashed, as long as the Expiry Date matches the original batch.
- Expiry Date: the expiry date that applies to the batch number (is not required)
- Quantity: the the quantity if assembled units the batch number will be assigned to.
- Add Batch: Once the Batch Number and Quantity is advised, select Add Batch.
- Save: Once the batch numbers have been allocated, select Save and this will apply the batches to the Assembly.
- When the Batch Numbers have been successfully assigned, the Batch Number tab will be updated to confirm.
- Whilst the Assembly is Parked, the Batch Numbers can be edited as necessary. Simply click the Batch Numbers tab and the pop-up window will show again with the current assignment:
- Filter Batch Number: Use this field to search through the assigned batch numbers.
- Quantity: Edit the current quantity of assembled units assigned to the batch.
- Delete: Use the bin icon to remove the batch assignment.
- Items: This detail shows how many units have been assigned a batch out of the assembled quantity.
The error message "The quantity of batch numbers to be assembled must match the assembly quantity" will show if batch numbers are not assigned under Batch Numbers tab.