Zoho Inventory

Help Docs

Batch Tracking

Batch Tracking is a system that allows you to group and monitor a set of stock that share similar properties. With Batch Tracking you can,

Let’s walk through a scenario to understand these benefits:

Scenario: Tom owns a medical store where most of the items that he deals with are bound to a limited shelf life. Business had been smooth until one day he received a complaint from a consumer who was delivered an item that was long expired. As taken aback as he was, he could not figure out from which of the boxes in his storeroom, the item was sold! To prevent such mishaps in the future, he immediately sets up the Batch Tracking feature. Now along with basic stock tracking, he is also in complete control of his disposable stock.

In Zoho Inventory, you will be able to record the items you receive as batches along with its manufactured date and expiry date. And later when you are looking to make a sale, you can safely pick items from those batches that are well within its usage period.

In this document, you will be learning about:

Enabling Batch Tracking feature in Zoho Inventory

You will be able to create batch tracked items only if you enable it. To do so,

Batch Lot Tracking under Settings

Note: This feature is available only for selective pricing plans.

Batch Transaction History

Consider a scenario where a batch of tools that were sold, turned out to be faulty and needed immediate replacements. In such cases, instead of manually looking up all your sales records, you can find the list of all transactions involving a particular batch reference number in one place. To do so:

The details include batch creation date, the transaction within which the batch was created, the initial and current quantity in the batch and the transactions with which the batch ref. number is associated.

Transaction history of a batch number in the items page

Likewise, you can also click on the batch number displayed under a transaction (invoice, transfer order, bill and adjustment) to expand its details.

Transaction history of a batch number from an invoice page