Multi-Receipting Batch\Serial\Heat Numbers against a Purchase Order

Trainer: Dave Joyce
Platform: Cloud-Based Inventory System
Topic: Multi-number receiving for batch, serial, and heat-tracked products

? Overview

When receiving goods from a supplier, it's common to deal with products that require individual tracking — whether by batch number, serial number, or heat number. This training post walks through the process of receiving multiple tracking numbers against a single line item in a Purchase Order (PO).

This functionality is essential when:

• You’ve ordered a quantity of a tracked product (e.g., 100 units)

• Each unit or group of units has a unique tracking identifier

• You need to record these identifiers during the goods-in process

✅ Step-by-Step Guide

1. Open the Purchase Order

• Navigate to the purchase order in your system.

• Click “Receive” on the relevant PO line to begin processing the inbound stock.

2. Launch the Batch/Serial/Heat Entry Screen

• On the receiving screen, locate the Batch Number (or Serial/Heat Number) column.

• Click into this field to open the tracking number entry panel.

3. Start Scanning or Entering Tracking Numbers

• Use a barcode scanner or manually type and then press enter for each tracking number.

• As you scan or type, each number is added to the list.

• Example: Scan 3 batch numbers; the system auto-populates them into the entry list.

4. Specify Quantities (if applicable)

• For batch or heat numbers, you can allocate a quantity to each number.

  • Example: Batch A = 40 units, Batch B = 2 units.

• For serial numbers, each unit is individually tracked, so quantity is fixed at 1 per number.

5. Save and Complete

• Once all numbers and quantities are entered, click “Save”.

• This confirms the receipt of those specific units against the PO.

• The system updates the received quantity and places the PO into back order for any remaining balance.

? Notes

• The interface and process are consistent whether you're working with batch, serial, or heat number tracking.

• This training covers the cloud-based version. A separate video/demo will cover the mobile app version.