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Batch and Serial Numbers Added on Packages and Receives...NOT Bills and Invoices!

I order a several products from a manufacturer, they ship 1 today. It arrives at my warehouse. My warehouse manager looks at the product, sees the batch number, and can't edit it on a receive???? The bill may not arrive for weeks. When it does, it may combine several receives. When it does arrive it goes to the accounting office, which now has no idea what the batch number was on the merchandise.

In the meanwhile, I receive an order for the part. I prepare a package. My warehouse can't package the order until the bill arrives????That's crazy. Then they can't record a serial number until we bill the customer??? That's crazier. The office that creates the Invoice is not on the warehouse floor. They don't know what the serial number is. In fact, it's just a bookkeeper that doesn't even understand the product. How is she going to now add serial numbers and batches to the Invoice?

For this to work at all, Batches and Serial numbers need to be entered into the system on a Receive of the merchandise, in the warehouse, because that's the moment that I have the items, and it has to go out on a Package, because that's the moment I select the Serial # or Batch.

It should also be capable of being overridden. Just because I set an item up to have a batch or a serial number, does not mean I should be FORCED to add it at any particular moment. Sometimes we need to enter the product, but wait for the paperwork to arrive. I have the item, so it needs to go in my inventory, and should just go in to the total stock number with no batch. Then when the paper work arrives I can add the batch and it goes to that batch number.

Come on Zoho, think these things through. Or get some of us businesses together in a focus group for these features. This stuff is critical to our operation!

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Denise Braga shared this idea  ·   ·  Report…  ·  Admin →
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  • Jenelia Dcruz commented  ·   ·  Report

    ERP Gold
    A multi-channel inventory management system makes it very efficient for small businesses usually selling their products via different selling channels such as physical storefronts, warehouses, websites, and marketplaces (eBay, Amazon, Walmart) to manage their inventory from a single source.
    To know further about ERP GOLD multi-channel inventory management, click on the link below
    https://www.erp.gold/multi-channel-inventory-management-software-necessary-small-business/

  • Anonymous commented  ·   ·  Report

    We are facing a similar problem.
    The fact that the batch can be added only at the invoice level and not at the sales order level, forces us to have our warehouse workers work with the invoice to pick the products instead of the picklist.
    This is not a professional way to work as warehouse workers do not need to see any of the sales transactions sides of the business.

    For people that are working in a warehouse using

  • Ez commented  ·   ·  Report

    BATCH NUMBER SHOULD BE ASSIGN ON RECEIVING!!! NOT ON ENTERING BILL. ZOHO DONT UNDERSTAND LOT / BATCH CONTROL.

  • Ludovic DOIGNON commented  ·   ·  Report

    +1, batch and serial aren't usable for now. It's totally pointless to manage serial at the billing and purchase time.
    Next to that, we can't scan serial number in the Android APP, we can scan SKU but not serial number ???? how many time to write down 100 serial product when receiving order ...

  • Anonymous commented  ·   ·  Report

    Additional to the serial-numbers of the vendor most Distributors add their own serial-number. So it should be possible to add at minimum two serial-numbers.

  • Anonymous commented  ·   ·  Report

    This has been sitting as a suggestion for a year and a half, every other suggestion around it is taken up, but not this one. It seems simple enough to fix. Why is nothing happening with this? This is super important for any operation that runs a warehouse and needs batch tracking!

  • Cesar Gomez commented  ·   ·  Report

    I am in the testing phase and control of the batch is basic. It is not possible that there is an option for this.

  • Anonymous commented  ·   ·  Report

    Come on guys, what's going on with this? Is anybody even looking at it? This is a basic necessity for us.

  • Anónimo commented  ·   ·  Report

    Agree!! Mandatory!!
    We need to track butch numbers and our warehouse team are who manage the goods, so they are who have to know which products batch numbers are thy sending o recovering.

  • Jason Levitan commented  ·   ·  Report

    Very important this change. My team is constantly having to ask for invoices to be amended because the Accounts raise an invoices and just apply any old batch number.

    This would make changes much easier.

  • Mike Gibson commented  ·   ·  Report

    I fully agree- this current workflow for batch designation makes NO SENSE at all.
    Warehouse receive incoming orders, pack outgoing orders and make shipments.
    Accounts Receivable produces invoices after the shipment is sent.

    The batch designation needs to occur at the receipt of an incoming order by warehouse personnel, and at the time the shipment is packed and sent.

    How would our accountants in accounts receivable have any idea what batches were received or sent to customers?

  • Apostol commented  ·   ·  Report

    We start using Zoho inventory and that is one of the biggest problem that we are facing. We need to enter the Serial number and batch number by receiving of the products and not by billing. That is the natural and normal process of working.

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