BatchRecorder is fully integrated to Sage 50c. Clicking on BatchRecorder on the Products and Services menu gives access to all the routines.
In allows you to make adjustments into stock, recording batch and expiry date.
Out is used for adjustments out. Records are selected by batch number.
Transfer allows batches to be transferred. Stock is booked out and back in automatically and recorded on the audit trail.
Batch List provides a full stock enquiry showing product batch details. Individual products or a full list can be selected. The search allows expiry date, expiry date - date range, data received, location, ref 1, ref 2, and account.
Ticking Total by Product, shows the total product stock with all available batch numbers.
Clicking on Excel outputs the data automatically to Excel for the hard copy reports.
Batch Transactions is a full audit trail of all batch activity and can be searched by product code, batch number, supplier GRN, reference, account or URN which is a unique reference assigned when allocating batches to invoices.
Drilldowns are available on product, ref, account number or name. This allows you to drill into the
Purchase and Sales Orders.
The orders are automatically opened within Sage.
BOM Transfer moves component stock to a finished assembly. This is controlled by the standard Sage Bill of Materials. Component batch details are selected and the finished item batch and expiry date giving assembly traceability.
BatchRecorder fully integrates with P.O.P. allowing batch numbers and expiry dates to be booked in via our GRN routine. If P.O.P. is not being used the In routine from the main menu within Products and Services can be used.
Selecting a Purchase Order with a status of ON-ORDER displays the full order details and allows the goods to be booked in, including the batch number and expiry date. The order line can be split to record multiple batches, or part delivery. Sage Delivered status is updated by this routine.
In addition to the GRN routine booking stock into the BatchRecorder database Sage stock is also
updated and the location shown on the activity.
BatchRecorder fully integrates with S.O.P. allowing stock to be allocated and picked from specific batches. The allocation process is accessed within Sage 50c.
Available batches are shown for each product line or can be selected automatically using FEFO (first expired first out). Multiple batches can be selected for each line.
The Pick List option outputs information to Excel to provide
a Pick Sheet for the warehouse.
Allocations can be changed or partial dispatches made.
When picking has been completed the Confirm Pick
updates the Sales Order with batch and expiry dates.
Dispatch order this will create an invoice.
In the invoice you will find product code and the batch
number with expiry date. Also showing the quantity that
has been ordered.
