Batches and serial numbers
Track products by batch (with expiry dates) or by serial number, and choose them on sales, transfers and goods issues.
Show the steps for
Batch and serial tracking is switched on for your company by your Voltix contact. When it is on, Settings → Batches & serials appears.
Which products are tracked
A product is tracked when its Batch tracked or Serial tracked flag is on (see Products).
The flags come from the item in SAP and cannot be changed in Voltix.
Choosing batches and serials
On a sale, a transfer or a goods issue, tracked lines show a Batch/S.No button. Voltix fills it automatically with the batches that expire first (expired batches are skipped). Click the button to see the allocation and, if allowed, change it. A line cannot be completed until its whole quantity has batches or serial numbers.
Settings
Open Settings → Batches & serials. The All terminals tab sets the rules for everyone; the Per terminal tab lets selected terminals have their own.
| Setting | What it does |
|---|---|
| Allow picking | Users can open the popup and change the batches and serials that were allocated. |
| Read-only | Users see the first-expiry allocation but cannot change it. |
| Allow selecting expired batches | Lets users pick expired batches, for example to clear them. Automatic allocation still skips them. |
| Print batch and serial numbers on | Choose Invoices, Quotations and Sales orders. |
Click Save, or on the Per terminal tab tick the terminals and click Apply to … terminal(s). Remove a terminal's own rules under Terminal overrides to send it back to the all-terminal settings.