Batch Inventory Number Question vs Serialized

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  • jeffreysgrossman
    Member
    • Jan 2025
    • 84

    #1

    Batch Inventory Number Question vs Serialized

    I am trying to figure out how people are using the Delivery Orders to fulfill the Batch Type Orders that have more than one Inventory Number needed to fulfill the total quantity ordered on a Sales Order. If we load up what our ERP calls Packages (Inventory Numbers) under the batch as they exist in real life we get the system to show the total units available. What I am stuck on is in this method when selling more than one Inventory Number total quantity how are people handling this in Delivery Orders?

    Below is a screen shot of where we have a batch type inventory number product created and we loaded inventory numbers to it each with their unit count per inventory item. So if someone wants to buy all 100 but fulfilling that means that it will have to come from more than one Inventory Number. What are people doing?

    Dutchie Package are Inventory Numbers (renamed)
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    So on the Sales Order if they want all 100:
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    When you create a delivery Order because its Batch type only one line shows up
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    So are people adding in lines and adjusting each to match what the actual Inventory Item Quantity is? Like this?
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    If that is the case.. How can I easily see what each inventory number has or is there any way to have the system help in this? Its the lack of visibility to what each Inventory Number Unit Count (or Quantity) that has me worried.

    Any suggestions on how you are handling this would be great..

    One last note.. We used Serialized to represent broken out Inventory Numbers that are set to pre defined case size using Variants.. But the odd lots that do not fit to the specific case size is throwing me way off. So I thought I would try and experiment with using the Batch version and have the unit count be available not the case count.. But this issue where we sell more than one batch contains because there is a different batch that also works and the sales order allows you to see all the inventory items loaded to that product variant.

    Hope this makes sense. Please ask any questions. Looking for some good help here..
  • yuri
    Member
    • Mar 2014
    • 9055

    #2
    Hi,

    In the upcoming v3, when selecting an inventory number, there will be the quantity displayed for each batch number in the list again the currently selected warehouse. The way we discussed it earlier.

    If I correctly understood the problem.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • jeffreysgrossman
      Member
      • Jan 2025
      • 84

      #3
      yuri that sound exactly like what we are after. The ability to see that the current fulfillment in a Delivery Order will need to add extra products like in the example above so that they can fulfil it correctly with the inventory numbers available. We absolutely love the auto split feature for serial inventory numbers. That works amazingly! My hurdle that sounds like V3 will solve is having a smooth flow for the Batch based Inventory numbers that need to be fulfilled by using what is available to make up the total number requested. But know exactly from the delivery order screen how to construct the delivery order in a way that aligns the correct unit count per Inventory Number.

      From this screen when it loads up the total 100 requested:
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      Once an Inventory Number is selected showing exactly how many units are available in that Inventory Number so they know if they have to add extra products to the Delivery Order to get the extra Inventory Numbers Aligned.. Like this being the end result since each of these Inventory Numbers only has 25 units per batch loaded up. But we need to be able to deduct each inventory number correctly to make up the total.

      ​ ​Click image for larger version

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      I hope this helps provide clarity but it sounds like V3 will be the cure to my current hurdle.

      THANK YOU SOOOO MUCH!!!!!!!!

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