How to enable batch tracking

The batch tracking is enabled on the products level, to configure it:

1. Edit a product and toggle on "Has batch tracking" (bottom right). This setting can be toggled on via bulk products export and import, to do this:
   • Firstly export the products list
   • At this stage it is recommended to do a backup of this file by copying it to another folder on the computer or to another file name on the same folder.
   • Make the changes on column X (Batch tracking Yes/No) on the spreadsheet
   • When ready, re-import the file back onto Qblue.
2. Record batch numbers when receiving purchase orders, to enable this or to check if it is already enabled:
   • Go to Purchases menu > Purchase orders
   • Click "more" on the right,
   • Then Settings
   • Scroll down to the "Purchase orders receive" section
   • Toggle on/off "Capture batch numbers"
   • When ready, click Save
3. Record batch numbers when shipping out sales orders, to enable this or to check if it is already enabled:
   • Go to Sales menu > Sales orders
   • Click "more" on the right,
   • Then Settings
   • Scroll down to the "Shipping" section
   • Toggle on/off "Capture batch numbers"
   • When ready, click Save

To view all the batch numbers that have been recorded, go to Products menu, Inventory control, then Batch numbers.

Viewing the batch numbers

On the batch numbers page, it has the following functions:

• View batch tracking movements by clicking on a batch number
• Print batch number labels (A5 size)
• Print a traceability report
• Search for batch numbers and tracking details
• View expiry dates
• Filter by expired products