What Is a Batch Order? #
A batch order is a product order that groups multiple product orders based on their configuration similarity. So you can use a batch order to create multiple identical product orders all at once under the same batch order number.
However, you will still have full traceability of each product order that makes a batch order. They still have their product order number and their own traceability report.
Here’s how to use the batch order feature:
Step 1: Configuring a Batch Order on an Article #
Before creating a batch order, you must first configure it on an article. Here’s how to do it:
- Click on Quality Management in the homepage sidebar.
- Click on Quality Procedures.
- Click on an existing article category.
- Click on the “ERP Configuration” tab.
- Select an existing article, and click on the three-dot icon.
- Click on “Edit”.
- Enter the automatic order number format. To learn about the existing format options, click on “show documentation”. In this video, we will use a simple decimal base order number format (####).
- Afterward, click on “Save”.
Step 2: Creating a Batch Order #
After finishing step 1, you now create batch orders. Here’s how to create one:
- Click on Quality Management in the homepage sidebar and select “Product orders”.
- Click on the white “Create batch order” button.
- Write the batch order number/name.
- Select the number of product orders that will be included in this batch.
- Check the product order numbers/names underneath. Note: The numbers on the video start with “0005” because 4 product orders of the same article have been created previously.
- Click on “Modify product orders in batch” to see further editing possibilities that you would normally see on an ordinary product order.
- If you would like to modify the variants and parameters of this batch order, click on the “Variants & Parameters” tab.
- Click on “Create batch order” when you’re done.
How Are The Generated Product Orders Linked Within The Batch? #
All product orders are linked to their batch orders. The batch order acts as a “parent category” for all product orders that fall under its umbrella.
- If you activate the batch order, all product orders under it will also be activated.
- If you edit the batch order, then the edits will also be implemented on all product orders under it.
- If you archive the batch order, all product orders under it will also be archived.
- If you unarchive the batch order, all product orders under it will also be unarchived.
- If you delete the batch order, all product orders under it will also be deleted.
Click on the three-dot icon shown in the image below to open the batch order action options.