How does batch tracking work?
How do I enable batch tracking for a product?
There are two ways to do this:
- Editing the product directly via the product editor, or
- Importing a spreadsheet (use this method if updating products one-by-one is too time-consuming).
Using the product editor (updating each product at a time):
- Go to Products, then select Products / Sku variations.
- Search for and click on the product you want to edit.
- Click the toggle labelled Has batch tracking to toggle the feature on/off.

- Press Save.
Via a spreadsheet import (batch update):
- Export the current list of products into a spreadsheet.
- Go to Products, then select Export data.
- Select the data type Products and ensure you include all available columns in your spreadsheet to download.
- Click Download.
- Edit the spreadsheet.
- In the Batch tracking column, enter yes for each product you want to enable the setting for (leave blank or enter no to disable).
- Save the file.
- Import the updated file.
- Click Products on the overhead menu bar, then select Import data.
- Select the data type Products and upload the updated spreadsheet, then save.
How do I enable and capture batch numbers during purchasing and sales?
Batch numbers can be captured during two processes:
- Receiving purchase orders
- Ship out / dispatching sales orders
Receiving purchase orders:
- Click My account, then select Settings.
- Under the Purchase section, click Options.
- Click the toggle labelled Capture batch numbers to turn the feature on/off.
- Press Save.
Shipping out / dispatching sales orders:
- Click My account, then select Settings.
- Under the Sales section, click Options.
- Under the Shipping section, click the toggle labelled Capture batch numbers to turn the feature on/off.
- Press Save.
💡Tip: press Ctrl+F to quickly search for the setting.
Where can I view the batch numbers being recorded?
To view all recorded batch numbers, go to the Batch numbers page:
- Go to Products. Select Inventory control, then Batch numbers.