Batch Processing by Product : Netvisor

This help article describes how batch processing works in Netvisor and how it can be utilized to allocate stock transactions to product batches. Batch processing enables automatic linking to the correct product batch and can be activated on a product-by-product basis, regardless of the stock valuation method used.

Batch processing means that stock transactions are automatically allocated to the correct product batch in the background. This is done on a product-by-product basis, meaning batch processing can be enabled for selected stock products while leaving some products outside of batch processing. Batch processing does not require the FIFO (first in first out) stock valuation method to be enabled, but also works with other stock valuation methods.

Enabling batch processing for a product

You can open the batch processing settings in Netvisor by selecting Products > Products and services > select product > Product information and Stock information.

Batch processing can be selected for use from the product information and the product's stock information.

Linking stock transactions to a purchase batch

You can open the stock transaction linking view in Netvisor by selecting Stock > Stock entries > select stock transaction.

In the example below, linking is done to the oldest purchase batch. Finally, remember to save the selection.

The link can be removed by changing the linked row back to zero. In this case, the value is updated to the status "no link on transaction row," from which the row can, if desired, be linked again to another purchase batch.

View of a linked stock row

The linked stock row appears in the stock entry with a green background. In this case, the unit price (purchase price) of the product is also updated from the linked purchase batch row. The status row shows how many pieces from the purchase batch are still remaining.

Frequently asked questions

Question: What does batch processing mean in Netvisor?
Answer: Batch processing means that stock transactions are automatically allocated to the correct product batch in the background, based on product-specific settings.

Question: Does batch processing require the FIFO stock valuation method?
Answer: Batch processing does not require the FIFO (first in first out) stock valuation method, but also works with other stock valuation methods.

Question: How is batch processing enabled for a product?
Answer: Batch processing is enabled from the product information and the product's stock information for those stock products for which batch processing is desired.

Question: How is a stock transaction linked to a purchase batch?
Answer: A stock transaction is linked by selecting the desired purchase batch, for example the oldest purchase batch, and saving the selection.

Question: How is the link to a purchase batch removed?
Answer: The link is removed by changing the value of the linked row back to zero, which updates the row to the status "no link on transaction row," after which the row can be linked again to another purchase batch.

Question: How can you identify a linked stock row?
Answer: A linked stock row appears in the stock entry with a green background, the unit price of the product is updated from the linked purchase batch row, and the status row shows how many pieces from the purchase batch are remaining.

Keywords: Batch processing, stock transactions, product batch, linking, purchase batch, stock entry

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

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