Received Batches

Received Batches are sorting categories for incoming parts. They are listed in the receiving dashboard and can be added to their respective Part Number Inventories at the push of a button. They can also have different statuses applied to them as needed.

Listed here is the breakdown for how/why a new received batch is created:

• Different part numbers/inventory items cannot be part of the same received batch.
• Through receiving, if the same part number/inventory is entered on different rows, a new received batch will be created.

Receive the Batches

To create a Sales Order from a Received Batch, simply press the checkboxes next to the listed batches in the menu entitled "Customer Parts". Then press the button that appears which reads "+ Sales Order (PO#)". You can choose an existing SO or create a new one.

Mark Received Batches on Invoices

Received batches can be shown in the descriptions for Invoice line items:

• Turn on the domain settings called “Include Batch on Invoice By Default”
• Create an Invoice for a sales order line item that has part numbers with batch associations
• This way, if there are batch associations they will be included
• You should still be able to see the edit screen by clicking on the grey pencil icon

Serialize Multiple Parts at Receiving

Serialize multiple parts when parts are being received.

• Use the Root field for any letters, numbers, or special characters that come at the beginning of all the desired serial numbers
• Use the Start Digit field for the sequential digits that come after the root of the serial numbers
• “SAVE AS SEPARATE BATCHES” button will split all serialized parts into a batch of their own
• “SAVE AS ONE BATCH” button will create one batch for all serialized parts

If parts are forgotten to be serialized upon receiving, it can be done afterwards.

• Click the Work Parts icon on the received parts
• Click the Change Group" pencil icon on the Batch Account
• Click the Create Multiple Serial Numbers icon on the popup menu
• Select the Serialize tab
• Enter in the Serial Number details and save