Warehouses and batches#
A warehouse is where goods sit. A batch is one specific delivery of one item — with its own number, expiry and purchase price.
Find them under Sklad → Sklady.
Warehouses#
| Field | Purpose |
|---|---|
| Name and code | how the warehouse is identified |
| Lead time | how long goods from here take to reach the customer |
| Order | which warehouse is written off from first |
| Affected by vacations | whether vacations apply to it |
| Active | a disabled warehouse is not offered |
Name it sensibly even with only one
When a second one appears — a pickup point, a consignment store at a supplier — you will be glad the first is not called "Warehouse".
Warehouse order#
Decides where goods are written off from when they sit in several places. Put the one you dispatch from most often at the top.
Lead time#
Added to the delivery estimate the customer sees. A distant warehouse therefore offers a later delivery than the main one.
Deleting a warehouse#
Only a warehouse that nothing uses yet can be deleted. If stock lies in it, or a stock document or movement already refers to it, the system refuses the deletion and the overview shows the message "The warehouse cannot be deleted, it is already in use (stock, documents or movements). Nothing was deleted." Posted documents thus do not lose the information which warehouse they concerned.
A warehouse you stop using should be switched off with the Active toggle — it is no longer offered and the history stays.
Batches#
A batch is one specific delivery. It is created by a receipt and carries:
| Field | Purpose |
|---|---|
| Batch number | the supplier's designation |
| Expiry | until when the goods are usable |
| Quantity | how much of that delivery is left |
| Purchase price | what you paid for it |
| Received on | when it arrived |
What they are for#
Expiry. With food, cosmetics or medicines you need to know what expires first.
Traceability. When a supplier recalls a specific batch, you need to know who you sold it to.
Accurate purchase price. Each delivery may have cost differently; an issue knows which batch it draws from, so the margin is right.
Without expiry or recalls, skip batches
For ordinary goods they are extra work with no benefit. Enable them where you need them.
Which batches are written off#
The system writes off by the nearest expiry: batches that expire first go out first. Batches without an expiry date come only after all batches with one. Among batches with the same expiry (or none), the one received earlier goes out first.
An expired batch does not remove itself
It stays in the records and can be written off. Expired items must be removed with an issue by you — the system does not take them out of the records on its own.
But the system does warn about an approaching expiry
Every morning it checks batches whose shelf life is running out, and if the warehouse settings have an alert email filled in, it sends a report there. It does not remove the batch itself — it just warns you in time to deal with it.
Transfer between warehouses#
With a transfer document. It subtracts from one warehouse and adds to the other; the total quantity does not change.
A transfer is neither a sale nor a write-off
It does not appear in the margin report — you merely moved the goods.