Central: How to audit the batch number of an item

This article provides a step-by-step process for auditing the batch number of an item from Inventory

1. Navigate to https://central.leanafywms.com and login if required!
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2. Click on menu

3. Select the "Inventory" option

4. Find the item you want to audit, then click on "View"

5. Navigate to the "Locations" tab

6. Find the location and then click on 'Audit'

7. Navigate to select the location or LP where you wish to perform the audit of that item

Tip: You will see the 'Audit Location' option if you have all the quantity at a single LP within that location

Tip: For perishable items, the expiration date of the product will be displayed alongside the batch number in the dropdown menu.

8. Enter the quantity and select the UoM

Tip: If you want to change the batch for the entire quantity of a specific item at an LP or location, you need to audit the quantity to zero and then receive the same quantity again using 'Audit Inventory.' The process is outlined in the following steps

9. Click on the 'right arrow' button

10. Now go back to Inventory and click on the "Options"

11. Click on the "Audit inventory"

12. Enter the same LP or location and select it from the dropdown menu

13. Click on "Add Item"

14. Click on the 'Select a client' dropdown to choose the client

Tip: The client will be selected by default if items from that client are stored at the LP, as each LP can only be associated with one client.

15. Select the product from the dropdown

16. Enter the quantity and select the UoM

17. Enter the required batch number

Tip: If the item is perishable after entering the batch number, you will need to select the expiry date for that specific batch.

18. Enter and select the location from the dropdown menu

Tip: This step is optional if you are receiving the item directly at the location rather than via LP.

19. Click on "Add Product"

20. Click on 'Make Audit' to complete the audit process for the item’s batch number