Batch
The batch feature in ERPNext enables you to combine several units of an Item and give them a unique value or number, or tag known as Batch No.
It is done on the basis of the Item. If the Item is batched, then a Batch number has to be referenced in every stock transaction. Batch numbers can be managed manually or automatically.
This feature can be used to:
- Set expiry/manufacturing date for several Items
- Shift items together between Warehouses
- Ensure traceability and compliance with regulations in industries such as pharma, food, and chemicals . ERPNext Update:
Allow Negative Stock is now disallowed for Serial / Batch Items. Even when Allow Negative Stock is active in Stock Settings, users cannot post stock transactions that reduce the quantity to negative for items with Has Batch No or Has Serial No active.
To access the Batch No list:
Go to: Home → Stock → Serial No and Batch → Batch
1. Prerequisites
It is recommended that you first create the following before creating and utilizing a Batch:
- Item
- Make ‘Has Batch No‘ active in the Item master
The “Has Batch No” option cannot be altered once a transaction has been posted using the item.
2. How to create a new Batch
To make an item a batch item, the “Has Batch No” field must be marked in the Item master.
You will have to manually create batches if you have not chosen “Automatically Create New Batch” during creating the Item.
- Open the Batch list, click on New
- Enter the Batch ID
- Select the Item
- Save
After a transaction is entered for the item, batch configuration (Has Batch No) becomes locked and cannot be modified.
If Batches are activated for an Item, the option to save sample stock also appears.
2.1 Batch Auto Creation
If you need automatic batch creation during Purchase Receipt or Stock Entry, activate:
Automatically Create New Batch in the Item master
Example:
If this is selected, a new batch will be automatically created each time the item is received, based on the name pattern specified in Batch Naming Series.
This comes in handy when:
- You don’t receive batch information from suppliers
- You desire internal batch control
- You produce the product in-house
Note: Automatic batch creation for Subcontracting and Work Orders also works.
3. Features
3.1 Splitting and Moving Batches
When you open a Batch, you can see all the quantities that fall under that batch in various warehouses.
Move
- Press the Move button to move the whole batch or some quantity to another Warehouse
- System will generate a Material Transfer Stock Entry
Split
- Press Split to split a batch into smaller ones
- A new Batch will be generated and quantity will be split accordingly
- Useful in scenarios such as:
- Distribution of a received batch between various warehouses - Subdivision of big lots into several salesIf expiry date is specified:
- Status = ‘Not Expired’ up to the date
- Becomes ‘Expired’ after the expiry
- If no date is specified, status = ‘Not Set’
3.2 Transacting Items with Batches
A Batch master must be created prior to the creation of Purchase Receipt or Work Order Finish. This is mandatory for items with Has Batch No enabled.
On every stock transaction (e.g.):
- Purchase Receipt
- Delivery Note
- Sales Invoice
- Stock Entry
- Work Order Finish
The corresponding Batch No must be chosen
From ERPNext, negative stock is not permitted for these Transactions if stock balance for a Batch item reaches below zero.
4. Related Topics
- Serial Number
- Opening Stock Balance Entry For Serialized And Batch Item
- Managing Batch Wise Inventory
