Pick a batch

By default the POS takes stock from the batch with the earliest expiry date first. You don’t need to do anything for that. Pick batches by hand only when the medicine you hand over comes from a specific batch.

Steps

1. On a product line in the cart, tap the Batch: auto button.
2. The Batch window lists the batches with stock at this outlet: Batch no., Expiry and the quantity Available. Consignment stock is tagged Consignment.
3. Fill in Take for each batch. The amount is in the product’s base unit. Press Rest to put whatever is still unallocated on that batch.
4. Check that Allocated matches the cart quantity, then press Save.

The line’s button now shows the batch numbers you picked. To go back to automatic, open the window again and press Use automatic.

Expired batches

A batch past its expiry date is marked Expired. If you pick it anyway, the POS asks you to confirm. Check the date on the pack: if it is still valid, the date in the system was probably recorded wrong. Sell with Sell anyway and ask for the batch to be corrected. If it really is expired, press Back and pick another batch.

Note

• If the line’s quantity or unit changes after you pick, a single-batch pick follows the new quantity. A split across several batches goes back to automatic.
• On POS Web, if a picked batch turns out not to have enough stock at payment time, the sale is not recorded and the cart is kept. Pick the batches again, then pay.
• On POS Android, picking a batch needs an internet connection. Offline, the line stays on automatic.