Batch Inventory

Batch Inventory helps you control stock at a granular, real-world level—by lot, expiry, warehouse, and category—so every inward/outward move stays auditable, accurate, and fast.

What it does

• Tracks each product as batches (lots) with unique details like batch code, price, expiry, and date of manufacturing.

• Maintains live on-hand quantities using a robust method: “last snapshot + tail of confirmed transactions” to the current day. This gives you real-time stock without losing historical accuracy.

• Supports a “default batch” (batch_id = 0) for items where you don’t want to split lots, while still keeping the same accuracy model.

• Locks past periods automatically: once a daily snapshot exists, inserts/edits/deletes at or before that date are blocked—preserving the integrity of reports.

• Works across companies and warehouses with clear scoping by business code, company, and warehouse.

Give staff only what they need (Multi-Category Locking)

• By default, staff can access All Categories.

• If you map one or more categories to a staff account, access instantly narrows to those categories only (and “All Categories” is auto-unchecked in the UI).

• Admins always see everything and can assign or remove locks from Accounts → Category Locking. This lets you protect sensitive product lines while keeping daily work smooth.

Smarter operations

• Inward & Outward: Pick the batch (or default) and move stock with confidence; the system computes current balances per batch and prevents negative surprises.

• Expiry-aware: See batch expiry dates, sort by earliest, and act in time.

• Search & Sort: Find products by name/code; sort by current stock, total in/out, or last updated to surface what matters.

• Dynamic product data: Add structured titles/descriptions per product (specs, care notes, marketing points). Include these in Excel exports when needed.

Actionable reports

• Products Report: Name, code, unit, total in/out, current stock, batches, image—and optionally all dynamic data fields appended in the same row.

• Batches Report: Real batches plus the synthetic default batch, with current stock, pricing, and expiry signals (Expired / Expiring Today / Expiring Soon).

• Transactions Reports: Company/warehouse scoped, filtered by date range, staff, or party for clean audits.

• Product-Warehouse Matrix: A fast snapshot of where stock sits across all warehouses, including totals.

Designed for speed & scale

• Uses indexed tables and a prebuilt view for current stock to keep lists fast even with large ledgers.

• Snapshot logic keeps history consistent while allowing real-time visibility today.

• Role-based access and feature toggles ensure each user sees just what they need.

Why teams love it

• Accuracy you can trust (no silent edits into the past).

• Focused access for staff, complete visibility for admins.

• Less chaos near expiry with clear, sortable batch data.

• Export-ready: one click to Excel for analysis or sharing.

In short, Batch Inventory gives you the precision of batch-level control with the simplicity of everyday use—so stock stays organized, teams stay focused, and decisions stay data-driven.