Batch

Overview

Batch – Business Overview

Batch is used in Dafater to manage and track groups of identical items that are produced, purchased, or handled together. It allows businesses to monitor stock at a more detailed level by grouping items based on common characteristics such as production run, manufacturing date, or supplier lot.

This is especially important for businesses that need traceability, quality control, or expiry management.

What Batch Is Used For in Business Operations

Batch helps businesses: - Track inventory by production or purchase groups rather than only by item - Maintain traceability from purchase or production through storage, sale, or consumption - Manage expiry dates, shelf life, and quality checks - Quickly identify affected stock in case of recalls, defects, or compliance audits

In simple terms, Batch answers the question: “Which exact group of items are we dealing with?”

Prerequisites / Setup Before Using Batch

Before using Batch effectively, businesses should: - Clearly identify which items require batch-level tracking (for example, medicines, food products, chemicals, or high-value goods) - Define internal rules for batch naming or numbering (such as production date-based or supplier-based batches) - Ensure warehouse and inventory teams understand when a new batch must be created - Align batch usage with quality, expiry, and compliance policies

Once this clarity is in place, Batch becomes a reliable foundation for inventory control.

Typical Workflow and How It Fits into Business Processes

Batch Creation
A Batch is created when goods are manufactured, purchased, or received and need to be tracked as a distinct group.
Stock Movement
Whenever items from that Batch are stored, transferred, sold, or consumed, the Batch is selected to ensure accurate tracking.
Monitoring and Control
Businesses monitor batch quantities, expiry dates, and status during storage and usage.
Sale or Consumption
Items are issued or sold from specific batches, often following rules like first-expiry-first-out.
Audit or Recall (if needed)
If quality issues arise, the Batch makes it easy to identify where affected items are located or already used.

Key Business Scenarios Where Batch Is Essential

Manufacturing: Tracking production runs for quality control and defect analysis
Food and Beverage: Managing expiry dates and ensuring food safety compliance
Pharmaceuticals and Healthcare: Regulatory compliance and patient safety
Trading Businesses: Supplier-based tracking for warranty or dispute resolution
Retail with Perishables: Reducing waste by managing near-expiry stock

Important Considerations for Users

Always select the correct Batch during stock movements to avoid traceability issues
Train staff to understand when a new Batch is required versus using an existing one
Regularly review batch-wise stock to prevent expiry-related losses
Use Batch consistently across purchasing, manufacturing, and sales for accurate reporting
Treat Batch information as a critical control point for quality and compliance

In summary, Batch in Dafater is a vital setup document that enables detailed stock control, improves traceability, supports compliance, and protects the business from quality and inventory risks.

Basic Information

Module: Stock
Document Type: Setup

Fields

Field Name	Label	Type	Required	Options	Description
disabled	Disabled	Check		-	Indicates whether this batch is inactive and unavailable for transactions
usebatchwisevaluation	Use Batch-wise Valuation	Check		-	Enable batch-specific stock valuation in Dafater inventory accounting
batch_id	Batch ID	Data	✓	-	Unique identifier assigned to the batch for tracking purposes
item	Item	Link	✓	Item	Item associated with this batch for inventory management
item_name	Item Name	Data		-	Display name of the item linked to this batch
image	image	Attach Image		-	Image representing the batch or packaged item
parent_batch	Parent Batch	Link		Batch	Reference to parent batch when batch is split or derived
manufacturing_date	Manufacturing Date	Date		-	Date when the batch was manufactured or produced
batch_qty	Batch Quantity	Float		-	Total quantity initially available in this batch
stock_uom	Batch UOM	Link		UOM	Unit of measure used for batch quantity
expiry_date	Expiry Date	Date		-	Date after which the batch should not be used
supplier	Supplier	Link		Supplier	Supplier from whom this batch was received
reference_doctype	Source Document Type	Link		DocType	Source document type that created or referenced this batch
reference_name	Source Document Name	Dynamic Link		reference_doctype	Specific source document linked to this batch record
description	Batch Description	Small Text		-	Additional business details or notes about the batch
qtytoproduce	Qty To Produce	Float		-	Planned quantity intended to be produced for this batch
produced_qty	Produced Qty	Float		-	Actual quantity produced and recorded for this batch

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
Item Manager	✓	✓	✓	✓

DocType	Relationship	Module
Asset Capitalization	Linked from	Assets
Item Price	Linked from	Stock
Job Card	Linked from	Manufacturing
Quality Inspection	Linked from	Stock
Serial No	Linked from	Stock
Batch	Links to	Stock
Item	Links to	Stock
Supplier	Links to	Buying
UOM	Links to	Setup