Overview: Batches can be edited, deleted, and updated in real-time.
- How to Update Batches
- Select the “Production” module.
- Search for the batch by Batch#, Name, SKU, or Current Step.
- Select “Document Production.”
- Select the process step you are on, scroll down, and document the step.
- Once complete, scroll down and select “Save.”
- How to Edit Batches
Overview: Not many details of a batch can be edited. However, formulas are the primary editable feature.
- Search for the batch by Batch #, Name, SKU, or Current Step.
- Click the down arrow and select “Document Production.”
- Select “Formula.”
- Scroll down to “Ingredients.” Select unlock.
- Find the ingredient you would like to edit, click on the ID box.
- Deselect the ingredient lot, and select the lot you’d like to use.
- Click “Select.”
- Select “Lock.”
9. Scroll down and select “Save” to not lose progress.
- How to Delete Batches
Overview: Batches should only be deleted when they’re an official confirmation of order cancellation.
- Select the “Production” module.
- Select the dropdown arrow.
- Select “Delete” to delete the batch. Doing this permanently deletes the batch, be very careful performing this action.
NOTE: Unused inventory is put back into inventory, but mixed ingredients are removed.
- How to Complete Batches
Overview: Once Completed, a production record is generated and stored in statements. Inventory is also updated. QC is the only one who can complete batches.
- Select the “Production” module.
- Search for the batch by Batch#, Name, SKU, or Current Step.
- Select “Document Production.”
- Review and confirm accuracy for every portion of the batch.
- Once reviewed, scroll down and select “Complete” to close the batch; only QC and Admin can complete a batch.
