How to add a batch number to stock
When you receive or add stock, you can assign a batch number by adding the Batch column using the column manager. Once added, the batch number is linked to that specific stock line.Understanding the difference
| Column | Data Source | Description |
|---|---|---|
| Stock Batch | Stock records | Always reflects the batch number directly from the stock record |
| Batch | Tasks/transactions | Shows batch numbers connected to active tasks that use stock lines |
The Stock Batch column always reflects the batch number directly from the stock record, even if the Batch column is blank due to a task being created before a batch was assigned.
Frequently asked questions
What is the primary function of the Batch column?
What is the primary function of the Batch column?
It shows batch numbers linked to active tasks that use stock lines, pulling data from the tasks/transactions screen.
Why might the Batch column sometimes be empty?
Why might the Batch column sometimes be empty?
The Batch column may be empty if a task was created before a batch number was assigned. In that case, check the Stock Batch column instead.
How can I assign a batch number when receiving stock?
How can I assign a batch number when receiving stock?
Add the Batch column via the column manager when receiving or adding stock. The batch number will be linked to that stock line.