Inventory Tracking Tutorials

💡These tutorials explain how to record batch numbers and serial numbers when receiving stock, and select them when issuing stock.

How to Record Batch Numbers When Receiving Stock#

1. Navigate to the transaction (for example, a Goods Received).
2. Click Edit (button) if it is not blue.
3. Add the item to the transaction.
4. Resolve = Receive.
5. Location = Select the location that receives the stock.
6. Batch No. = Enter the batch number.
   • Note: Each entry takes one batch. To receive more than one batch of the item, add an entry for each batch.
7. Expiry Date = Select the date on which the batch expires (optional).
8. Click Save (button).

How to Select a Batch When Issuing Stock#

1. Navigate to the transaction (for example, a Customer Invoice).
2. Click Edit (button) if it is not blue.
3. Add the item to the transaction.
4. Resolve = Issue.
5. Location = Select the location the stock is issued from.
6. Click Save (button).
   • Note: The entry must be saved so that the batch list shows the batches at the location. If you change the location later, save the entry again.
7. Batch No. = Select the batch from the dropdown list.
   • Note: The list shows the Batch No., Expiry Date and Qty Balance of each batch with stock at the location, with the soonest expiry date first.
8. Click Save (button).

How to Issue an Item From More Than One Batch#

1. Select the first batch on the entry (see How to Select a Batch When Issuing Stock).
2. Qty = Enter the quantity issued from the first batch.
3. Right-click the item and select Copy Item.
4. Batch No. = Select the next batch on the new entry.
5. Qty = Enter the quantity issued from that batch.
6. Click Save (button).

How to Record Serial Numbers When Receiving Stock#

1. Navigate to the transaction (for example, a Goods Received).
2. Click Edit (button) if it is not blue.
3. Add the item to the transaction.
4. Resolve = Receive.
5. Location = Select the location that receives the stock.
6. Expiry Date = Select the date on which the serial numbers on the entry expire (optional).
7. Right-click the item and select View/Edit Serial Numbers.
8. Serial No. = Scan or enter a serial number.
9. Click Receive (button) or press Enter.
10. Repeat the previous two steps for each serial number.
    • Note: Use the Arrows to move to the previous or next item. Your changes are saved first.
11. Click Save (button).
12. If BOS asks whether to update the Qty, click Yes (button) to set the Qty to the number of serial numbers, or No (button) to keep it.
13. Click Close (button).

How to Select Serial Numbers When Issuing Stock#

1. Navigate to the transaction (for example, a Customer Invoice).
2. Click Edit (button) if it is not blue.
3. Add the item to the transaction.
4. Resolve = Issue (or Reserve).
5. Location = Select the location the stock is issued from.
   • Note: To select one serial number only, select it from the dropdown list in the Serial No. column instead, and click Save (button).
6. Right-click the item and select View/Edit Serial Numbers.
   • Note: The Available list shows the item’s serial numbers in stock at the location, with the soonest expiry date first.
7. Select the serial numbers in one of these ways:
   • Double-click a serial number in Available.
   • Select serial numbers in Available and click Add Selected (button), or click Add All (button).
   • Scan or enter a serial number in the Serial No. field and click Issue (button) (Reserve on a reserve entry) or press Enter.
8. Double-click a serial number in Selected to remove it (optional).
   • Note: Remove Selected (button) and Remove All (button) also remove serial numbers.
9. Click Save (button).
10. If BOS asks whether to update the Qty, click Yes (button) to set the Qty to the number of serial numbers, or No (button) to keep it.
11. Click Close (button).