Reports

Batch and serial number reports

The reports that answer a recall and a warranty claim — two questions where an approximate answer is no answer at all.

All plansAndroid · iOS · Web · Windows

When exactness is the whole point

A supplier recalls a lot. A customer brings back a handset. Both questions demand a precise answer: which batches did we receive, what is left of them, and is this serial one of ours.

The batch reports show the lots you hold and what they carry; the serial report follows a single piece from the purchase that brought it in to the sale that took it out. Neither is a report you run weekly, and both are the reason the tracking was turned on.

Answering the question

  1. 1Track by batch or serial

    On the items that need it.

  2. 2Record purchases properly

    The lot or the serial, as stock comes in.

  3. 3Sell against them

    The bill carries which lot or piece went out.

  4. 4Run the report

    On the day somebody asks.

Inside Reports

Roughly 55 reports across sales, purchase, stock, parties, GST, expenses, staff and leads, each filterable by date and exportable as PDF or CSV. They read from the same records the rest of the app writes, so nothing has to be reconciled first.

Daily reports answer “what happened today”, monthly ones answer “what do I owe and who owes me”, and the GST set answers the return.

What it works with

The tracking the reports depend on.

Reports it feeds

Batch summary · Batch transaction · Serial number

Every feature, by plan →

Questions people ask

What do I need for these reports to work?

Batch or serial tracking turned on for the items concerned.

Can I see what is near expiry?

Yes, the batch reports show the lots you hold and their dates.

Can I trace one piece?

Yes — the serial report follows it from purchase to sale.

Answer the recall exactly

A precise question deserves a precise answer, and these are where it lives.