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Import Batch Numbers field definitions

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The Import Batch Numbers template can be used to bulk enable and assign batch numbers to existing products with Stock On Hand (SOH) in Unleashed. 

The Import Batch Numbers template is only available when the configuration setting "Batch Tracking" is enabled. For more details, see Batch Tracking.

Import template field name
* denotes mandatory fields.
Description
*Product Code The unique Product Code for the batch tracked product.
*Warehouse Code The Warehouse Code where the product currently holds SOH.
*Quantity The number of units with the batch number, per warehouse.
*Batch Number The unique batch number for the specified product. 
Expiry Date

Optional expiry date for the product's batch number. 

Required date format: DD/MM/YYYY.

Tips for importing Batch Numbers

  • The Import Batch Numbers template should be used to enable batch tracking for existing products that currently have SOH but no open transactions.
  • The Import Batch Numbers template should not be used to enable batch tracking for existing products that currently have no SOH. Instead, use the Import Products template.
    NOTE: Products allocated to open transactions e.g. Parked Sales Orders and Purchases Orders cannot be updated to batch tracked products using the Import Products template.
  • The total Stock on Hand quantity across all warehouses per product must match the total batch number quantities provided in the Import Batch Numbers template.
  • New products cannot be created using the Import Batch Numbers template. Use the Import Products and Import Stock on Hand templates to enable and assign serial numbers to new products.
  • The Import Batch Numbers template cannot be used to edit or change the batch numbers currently in stock, see Is it possible to change the current Batch or Serial Number of a product?
  • The Import Batch Numbers template cannot be used to assign batch numbers to transactions, such as Purchase Orders or Sales Orders.

Batch number allowable characters

Batch numbers can be any length between 1 and 50 characters long. Unleashed accepts the following characters:

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