Add product batches

Add batches and expiration dates to your products to manage them accurately, reduce losses from expired items, and ensure compliance with regulations and standards.

You can specify the batches for each of your products when creating a digital inventory shipment.

Add batches

Manual method

1. After selecting the products you want to send in Step 2 of the digital inventory shipment process, click on Batches.
2. A window with the selected products will open. To add batches, click on Add Batches next to the name of each product. If you are sending multiple batches of the same product, click Add Batch as many times as necessary.
3. Select the batch type: text (serial/lot numbers) or expiration date.
4. Set the inventory control method. There are three options:
   a) First In, First Out
   b) Last In, First Out
   c) First Expired, First Out (only for date-based batches)
5. Enter the batch ID. For date-based batches, select a date from the calendar; for text-based batches, enter any value.
6. Set the quantity of units assigned to each batch. Note that the sum of the quantity of all batches must be equal to the quantity of products to be sent.
7. When finished, click Save and then Next to continue with the digital inventory shipment process.

Bulk method

1. Click the Export CSV. An Excel file named “ProductsToSend” will be downloaded with detailed information about all your products.
2. Delete rows with products you do not wish to send.
3. In the “Batch” column (column E), enter the product batch. Ensure to use the MM/DD/YYYY format for date-based batches; otherwise, it will be recorded as a text batch.
4. If you send multiple batches of the same product, copy the product row and modify the “Batch” column. Repeat this step for each additional product batch.
5. Save the file and return to the platform. Click the Import CSV button and upload the file in .csv format.
6. Click Next.

View information about product batches

From the main menu, go to Inventory > All Inventory, or simply click here.

1. You will see a table containing all your products. Find the desired product and click on the button with the three dots (…) next to its name.
2. Select the Product Details option. This will open a pop-up window.
3. Locate the Batches table. Here, you can view the batch ID, the fulfillment center where each batch is located, and the quantity of available products corresponding to each batch.

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Done! You have successfully added batches to your products. You can now proceed with the digital inventory shipment process.