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Set up batch tracking

Record batch numbers and expiry dates on each delivery, one product at a time or all at once.

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Batch tracking keeps a running count of each delivery, warns before it expires and lets you record exactly which batch you used on a patient.

One product

Open the product, find Batch tracking on the General tab, and turn on Requires batch # and expiry date recording.

All products

  • Open the batches tab on Stock and click Quick setup.

  • Tick Track batches per product, or select many and choose Turn tracking on.

  • Set Expiry basis, either Use expiry date or Days after first use.

  • Set the Measure, Size and Per treatment dosage.

  • Click Save changes.

New batches are created when you receive a purchase order and enter its batch numbers.

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Next, read Sell a product at checkout.