This article will teach you how to allocate batch numbers to your products and assign batches to rooms from the Products page or the Product Details page.
Permissions: System Admin or Product Admin
For answers to common questions, see FAQs: Products.
- Click your name in the menu bar. Then select Products.
- In the Search box, enter a search term. The list will filter as you type, and products that match the criteria will be listed.
Tip: You can search by product name, product ID, or barcode. You can select additional filters to narrow your search results, as desired.
• From the All Product Classes drop-down, select a product class.
• To view only products that begin with the search term you entered, click the corresponding letter of the alphabet. - For the product you want to update:
a. Click the menu button on the product row. Then select Edit Batches.
OR
b. Click the product name to view the product details. Then click Batches. - In the Batch Numbers window New Batch Number box, enter the product's batch number.
- From the Room drop-down list, select the room where the product will be stored.
- From the Expiry Date date-picker, click the date then select the product's expiration date.
Tip: Select the month and year, and then click the date on the calendar. - Click Create.
The Batch Numbers window will close, and you will see a success message that the new batch was added to the product.
Note:
- The next time you open the Batch Numbers window, you will see the batch information.
- In the Batch Numbers window, batches are sorted by the Expiry Date in ascending order.
Delete batch information for a product
You can delete batch information that has expired or was entered in error. When you delete batch information from a product, it will not delete the batch information from patient consultation history where it was used.
- Follow steps 1-3 above.
- In the Batch Numbers window, click the trash can icon on the row you want to delete.
- Click OK.
- Click Cancel or X to close the window.