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How to set up stock batch in TreezSoft?

Posted By  jess  at  Dec 13 2021 18:23        2112


Stock batch represents a number of stocks that were received on a specific date, at a specific cost. It may also include other details like the types of materials used to manufacture the item, the colour that was used to paint an item, or the expiry dates of the products. 

Stock batch provides a basis of stock cost valuation. When registered in TreezSoft, users can easily track and edit the specific stock batch whenever needed. 

You can easily set up stock batches in TreezSoft in just a few steps listed below:

Step 1: Create stock items. You can refer to our blog post for a detailed guide to creating a stock item. 

Step 2: Enter the stock batch accordingly to details received from a supplier. Navigate to Stock > Manage > Stock Batch.

1. Click New to enter a new stock batch.

2. Enter the stock batch details accordingly.

3. Click Save to save the information entered.

Step 3: Select the stock batch when raising related stock transactions. For example, when raising supplier invoices, select the respective stock batch required as shown below.

As such, you can accurately keep track of your stock items accurately. 

 

You can read more on related topics in the TreezSoft blog:

  • Stock Reports in Treezsoft

  • How to manage stock groups in Treezsoft?

  • How to create or edit stock items in Treezsoft?

  • What is the difference between entering invoice by Stock Item and Account?

  • Stock Batches

  • The Functionality of stock module in Treezsoft

  • How to set different price levels for stock items in Treezsoft?

TreezSoft is a cloud accounting software for businesses - regardless of what kind of business you are. It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. We would like to be long-term partners of your business - to reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their company efficiency at minimum costs and expand your business together with Treezsoft. 

Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us now!

You can also email us at [email protected] for more inquiries.


Keyword stock batch stock item stock FIFO stock level

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