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How does batch tracking work?


How do I enable batch tracking for a product?

There are two ways to do this:

  1. Editing the product directly via the product editor, or
  2. 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):

  1. Go to Products, then select Products / Sku variations.
  2. Search for and click on the product you want to edit.
  3. Click the toggle labelled Has batch tracking to toggle the feature on/off.
  4. Press Save.

Via a spreadsheet import (batch update):

  1. Export the current list of products into a spreadsheet.
    1. Go to Products, then select Export data.
    2. Select the data type Products and ensure you include all available columns in your spreadsheet to download.
    3. Click Download.
  2. Edit the spreadsheet.
    1. In the Batch tracking column, enter yes for each product you want to enable the setting for (leave blank or enter no to disable).
    2. Save the file.
  3. Import the updated file.
    1. Click Products on the overhead menu bar, then select Import data.
    2. 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:

  1. Receiving purchase orders
  2. Ship out / dispatching sales orders

Receiving purchase orders:

  1. Click My account, then select Settings.
  2. Under the Purchase section, click Options.
  3. Click the toggle labelled Capture batch numbers to turn the feature on/off.
     
  4. Press Save.

Shipping out / dispatching sales orders:

  1. Click My account, then select Settings.
  2. Under the Sales section, click Options.
  3. Under the Shipping section, click the toggle labelled Capture batch numbers to turn the feature on/off.
     
  4. 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:

  1. Go to Products. Select Inventory control, then Batch numbers.

If you have any questions, ask us by creating a help desk ticket.