iVend POS - Expiry Date Required for Batch-Serial
Introduction
In iVend, for Serial and Batch managed products, a retailer can capture the expiry date of the products while adding a purchase transaction. Furthermore, to avoid user mistakes, iVend can be configured to enforce the capturing of the expiry date as compulsory on adding the purchase transaction for Serial and Batch managed products.
This can be configured for either individual products independently or across all Serial and Batch managed products in iVend.
Let us see how this functionality can be configured in iVend for individual products:
1. Log into the Management Console and go to: Operations > Inventory > Product
and press [F1 Search] The Product Search window appears.
2. Search for the required Serial or Batch managed item; and press [F4 Edit] to open selected product in edit mode. The Product window appears.
The following fields are relevant to the Serial and Batch managed product functionality:
a. Batch Tracked: This field should be checked for batch managed products. If the product is added from an ERP such as SAP Business One in an integrated environment, then this field would be checked automatically for Batch managed items. Alternatively, if the product is added from iVend, the user can select this field to mark the product to be Batch managed.
b. Serial Tracked: This field should be checked for Serial managed products. If the product is added from an ERP such as SAP Business One in an integrated environment, then this field would be checked automatically for Serial managed items. Alternatively, if the product is added from iVend, the user can select this field to mark the product to be Serial managed.
c. Expiry Date Required For Batch Item: Select this checkbox, if you wish it to be mandatory for a user to enter a value in the Expiry Date field on adding Batch numbers for this product from iVend.
d. Expiry Date Required For Serial Item: Select this checkbox, if you wish it to be mandatory for a user to enter a value in the Expiry Date field on adding Serial numbers for this product from iVend.
Expiry Date Required For Batch Item and Expiry Date Required For Serial Item fields can be configured to be the default setting when selecting products to be either Serial or Batch managed on the Product window, i.e. if a new Batch or Serial managed product is added in iVend the corresponding Expiry Date required field will automatically get selected on the Product window.
Follow the steps below to configure this:
1. Log into the Management Console and go to: Administration > System Initialization > Enterprise. The Enterprise Settings window appears.
2. Select the checkbox in the fields:
a. Expiry Date Required For Batch Item: Select this checkbox if you wish it to be mandatory for a user to enter a value in the Expiry Date field on adding Batch numbers for a product in iVend.
b. Expiry Date Required For Serial Item: Select this checkbox if you wish it to be mandatory for a user to enter a value in the Expiry Date field on adding Serial numbers for a product in iVend.
3. Choose [Ok] to save changes made to the Enterprise Settings.
4. Restart the Management Console.
Now let us add a transaction to receive inventory at the store and analyze the impact of this configuration for Expired goods.
A sample transaction using a Batch managed product is executed here. Similar Expiry Date restrictions would also be valid for Serial managed products in iVend.
Log into the Management Console and go to: Operations > Business Transactions > Goods Receipt. The Goods Receipt Search screen appears.
2.Press the [F3 New] button to add a new Goods Receipt. The Goods Receipt window appears.
3.Add a Batch managed product to the transaction and enter the values required in the other relevant fields.
Expiry Date Required For Batch Item is enabled for this product on the Product window.
4. Choose [Ok], the Batch Generation screen appears.
5. Select the Batch managed product in the upper matrix and choose the [Add Row] button. A row will appear in lower matrix of the Batch Generation window.
6. Enter the data required in the following fields: Batch Number, Quantity, Price, Manufacturing Date, Admission Date and Comment.
Batch Number and Quantity are mandatory fields.
7. Do not enter any value in the Expiry Date field and choose [Ok] to proceed.
8. A Validation message appears; restricting the user from adding a Batch managed product without an Expiry Date.
9. Enter a date in the Expiry Date field and choose [Ok] to proceed.
10. The user can now proceed with the transaction and receive the Batch managed inventory.
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