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Stocktake for Batch and Serial Items

Last updated 22/01/2021

How to stocktake for Batch Number and Serial Number items.

Overview

 


Stocktaking Products that are set to track Batch or Serial Numbers requires a slightly different process.

For more information on Batch and Serial Products, see the Stock Control Methods Help article.

It may help to familiarize yourself with the general stocktake procedure. If you have stock in your system, see the Stocktake Article Help article or if you are new to Cin7, see the Initial Stocktake Help article.

Exporting Current Stock Numbers


To export your current stock numbers:

  1. From the left navigation, select Stock, then select Stocktake Master.
  2. Choose the correct Branch.
  3. From Step 2, select all Fields except Zones & Bins.


  4. Select Export Data and then from the box above, copy the data into a spreadsheet.
  5. The spreadsheet will create a new line for each new Batch/Serial Number.

Updating Stock Numbers


To update the counts of Batch or Serial Numbers:

  1. In the exported spreadsheet, amend the numbers of each Batch/Serial Number in the Count column.
  2. If you need to add new Batch/Serial numbers, insert a new row for each and make sure to copy the codes to the new rows.
    Remember:
    • Batch Numbers can have multiple counts per row
    • Serial Numbers must only have counts of 1
  3. Paste this data back into stage 3 of Stocktake Master, and continue the process as described in the stocktake Help articles listed above.