How to Use Batching in myBillBook

Feature Overview

Batching is an essential feature for businesses dealing with items that have varying expiry dates, especially in the pharmacy industry. It allows you to track the stock of identical items grouped by their manufacturing or expiry dates. With our pharmacy billing software’s batching feature, businesses can:

• Monitor stock quantities by batches.

• Prevent the sale of expired items.

• Manage inventory more effectively by prioritizing items based on expiry.

This feature simplifies inventory control and ensures compliance with quality standards.

Steps to Enable and Use the ‘Batching’ Feature

Follow these simple steps to enable and use batching in your inventory management system:

Step 1: Enable Batching

1. Open the Items screen from the bottom navigation bar in the myBillBook app.

2. Tap the Settings icon (⚙️) in the top-right corner.

3. Toggle on the Batching option.

Step 2: Configure Batching for Specific Items

1. Navigate to the Items list.

2. Select the item for which you want to enable batching.

3. Tap Edit Item and scroll to the batching section.

4. Specify batch details like manufacturing and expiry dates.

5. Save the changes.

Step 3: Managing Stock by Batches

1. While adding stock, enter the batch details such as batch number, quantity, and expiry date.

2. Monitor batches under the Inventory section to ensure stocks are tracked by their specific details.

Step 4: Selling Items with Batch Information

1. While creating a sales invoice, select the item.

2. Choose the batch from the dropdown based on the required expiry or stock priority.

3. Complete the invoice.

FAQs on Batching