How to enable batch tracking
The batch tracking is enabled on the products level, to configure it:
- 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.
- 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
- 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