- Adding images to items
- Creating Combo Items
- How to check Sales/Purchase price history of an Item
- How to create/edit Item Category
- How to assign item location
- Supplier Product Code and its use in AtheaSuite
- How to set minimum order quantity for an Item in AltheaSuite
- How to Add New Item
- How to Create Custom Fields for Items
- Importing Item List
- How to bulk update item sales price
- Show all articles ( 1 ) Collapse Articles
- How to perform a sale in AltheaSuite
- How to change price of a product during billing
- How to edit paid Invoice in AltheaSuite
- How to put a Sales Invoice on Hold
- How to set credit limit to customer
- How to create a credit sale
- How to create a Pickup Invoice
- How to create a Delivery Invoice
- Selling an Item with a Serial Number
- How to add/modify a Customer
- Refund/Exchange an item
- How to create a Sales Return
- How to send square payment link to customer from AltheaSuite
- How to create Invoice Custom Fields
- How to give Manual Discount in Invoice
- Creating Invoice with Multiple Payment Modes
- How to create a new Payment Mode
- How to change saved Sales Invoice Date
- How to create a Sales Invoice using Store Credit
- How to search for all Web Orders
- How to change saved Sales Return Date
- How to add notes to Items while Invoicing
- Changing Cash Register while Invoicing
- How to put a Sales Return on Hold
- How to create a Price List and assigning to customer group
- How to create a Sales Invoice using Customer Deposit/Advance
- How to issue a Store Credit to Customer
- How to create a customer group
- How to Capture Customer Signature on Invoice
- How to mark the invoiced items as Delivered
- How to add the footfall count of your customers
- Receive Deposit/Advance from Customer
- Show all articles ( 22 ) Collapse Articles
- How to add/modify a Supplier
- How to create a Purchase Order
- How to create a Purchase Return
- How to create a Purchase from existing Purchase Order
- How to Cancel/Delete a Purchase Order
- How to make a payment to supplier
- How to create PO for BOM Elements?
- How to Hold and Pick a Purchase
- How to Update a Purchase Order
- How to create a Purchase
- Create a Custom Order Status
- Order Approval Header and Footer Setup
- How to send an Order Approval email to customer
- How to send Status check link to customer
- Check stock availability for an Order
- Create a new Order
- How to create a Backorder
- How to create a Drop Shipping for Backorder
- Converting an Order to a Sales Invoice
- Converting an Order to a Dispatch
- How to create a Packing Invoice
- Configuration of Approval Process for Orders
- Order Status Header and Footer Setup
- Setup Body Template for Status Check Link email
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- How to transfer Inventory from One Warehouse to Another
- How to dispatch stock
- Adding Opening Stock
- How to dispatch stock of invoiced items
- How to do a Stock Correction for an Item
- How to put a Stock Transfer on Hold
- How to check Awaiting Stock
- How to Upload Stock of Existing Items through Excel
- Receiving Stock
- Custom and Shipping charges in Stock Transfer
- How to Restrict Sales Price Discount for an Item
- How to do Stock Correction of Items through excel upload
- How to check Inventory count
- How to manage Stock in Transit
- How to manage Stock Transfer Request
- Show all articles ( 5 ) Collapse Articles
Lot Numbers (Batch)
- How to restrict the financial accounts of AltheaSuite for not sending to Quickbooks ?
- How to add Department of Revenue for Tax accounts in AltheaSuite?
- How to mark 'Do not send to QB' for multiple financial accounts?
- Send Only Journal Entries from AltheaSuite to QuickBooks Desktop
- Send Product details and Receipts from AltheaSuite to QuickBooks Desktop
- Map Financial Account Names, Account Types and Class Name
- How to map the Financial Account Groups and Sub-accounts in AltheaSuite for QuickBooks
- QuickBooks Sync with Item details and receipts
- Account Mapping to send Items and Receipts from AltheaSuite to QuickBooks
- Name Template formatting for QuickBooks data sync
- How to setup QuickBooks Web Connector
- Troubleshooting QuickBooks Desktop Errors
- Best practices for keeping QuickBooks Desktop in sync with AltheaSuite
- Show all articles ( 3 ) Collapse Articles
- How to create a Sales Invoice from a Repeat Service
- How to modify an Invoice created from a Repeat Service
- How to create a subscription for repeat services on a monthly basis
- How to create a subscription for repeat services on a weekly basis
- How to create a service on a specific day from an existing subscription
How to manufacture a Batch Item with Auto Assign Batch Number
In the manufacturing business there can be products which you need to manufacture and keep in your inventory. Also these manufactured products can have a batch number which should be auto assigned instead of creating manually. AltheaSuite provides a very easy way to handle this situation.
Step 1 : Login to your AltheaSuite account.
Step 2 : From main menu options navigate to Products -> Items.
Step 3: You can create a new Item or modify an existing item. Here we have modified an item by selecting the item, clicking on context menu (3 dotted button) and selecting Modify.
Step 4: Mark the checkbox Auto Assign Batch Number and enter the default Expiry for this product in Days.
Note: You will see the Auto Assign Batch Number option only if an item is marked as Has Auto Batch.
Apart from above mentioned options we have also marked Has BOM for this item and set all BOM.
Step 5: Click on Update to complete the item modification.
Step 6: Now from main menu options navigate to Manufacturing -> Make Documents.
Step 7 : Click on New Make.
Step 8 : Select the Employee who manufactured the products. This is not a mandatory field.
Step 9 : Change the Warehouse and Made on Date if required. The manufactured item stock will be added in the selected Warehouse. Made on Date is the Date on which items are manufactured.
Step 10 : Select the item you want to manufacture by clicking on the drop-down button which will give the list of your items. You can also type in the item’s name or click on 3 dotted button to find the desired item.
Step 11: Enter the item quantity to manufacture and click on Apply.
Step 12: As soon as you click on Apply, all the items needed to manufacture the selected item will be listed. You can see the item’s Required Quantity to manufacture the selected item along with its Available Quantity.
Step 13: You will also notice the checkbox Create New Batch Number is marked. New Batch Number is auto generated and Expiry Date is set based on Expire in Days entered while creating item (in this case it was 30 days, refer Step 4)
Step 14: If you still want to give an existing batch number to the manufactured item untick the checkbox Create New Batch Number and select the batch number in Use Existing Batch Number field.
Step 15: Click OK and Save to complete the manufacturing process.
Step 16: To check the new added Batch number for the manufactured item along with quantity, you can go to Inventory > Batch Manager.
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