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Batch and Serial Nos Management

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olamide2 edited this page Jun 27, 2021 · 5 revisions

POS Awesome supports the Bach and Serial numbering features of ERPNext. It also makes it much easier to use.

BATCH

At Point of Sale when you pick a Batch Item POS Awesome automatically expands the item in the shopping cart. This is because it knows you will have to pick the batch number.

You pick a batch number and continue with the transaction

Note that it is possible to automate the batch picking system. In POS Profile you can check the "Auto set batch" option. If this is checked POS Awesome will automatically chose the batch with the nearest expiry data at check out. This is automated and not within the control of the Cashier.

Batch based Pricing

Retailers sometimes find themselves in a situation where some batches are short dated (about to expire) and they want to push them out as quickly as possible. One of the ways to do this is to reduce the price of the batch compared to other batches of the same item.

POS Awesome allows you to do this using the batch based pricing feature in the batch

In the example above the the real item price is 7.5, we have however reduced the batch price to 4.0 because it is short dated.

At point of sale it is possible to have the same item in the same cart but with two different prices because the two batches have different prices.

An example is shown below

  • Note that Batch based pricing will not work if the "Auto Set Batch" option is checked in the POS Profile

  • Note that only available Batches will be available for sell at point of sale, batches with zero quantities and expired batches will not be available for picking at point of sale

SERIAL NOS

Similar to Batch numbers, POS Awesome makes the use of the Serial numbering feature of ERPNext much easier at POS.

Once an item with Serial number is dropped in the cart, the item is expanded just as with batch numbers. This is because POS Awesome expects you to choose a serial number.

  • Note that you can chose multiple serial numbers at once as shown above.
  • POS Awesome will expect you to chose the same number of serial numbers as the number in the QTY field. If you are selling 3 units of the product then you must choose exactly 3 serial numbers.

Only available serial numbers will be available to be chosen at Point of Sale

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