Batch-wise Items Import and its valuation

ERPNext Stock/Inventory
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1

Hello Experts,

I hope you are doing well. I am facing an issue in ERPNext. I import multiple items and then sell them in the local market. I need a batch-wise valuation, but when I select multiple items in a single Purchase Order (PO), the system requires creating a separate batch for each item.

Here is my scenario:

  • I have multiple POs with multiple items.
  • These items may repeat across different POs.
  • I want to assign batches to the items mentioned in the PO manually.
  • If the same item appears in a different PO, it should have a separate batch.

In this way, I need to achieve batch-wise valuation to sell these goods to my customers on a FIFO basis.

Kindly help me resolve this issue.

I am waiting for your kind response.

Best Regards,
Ikrama

2

Hi,

You need to create the Batch before making the Purchase Receipt and select the batch while making the purchase receipt.

Alternatively, In Stock Setting, you make select option to create Batch Automatically.

Thanks,

Divyesh Mangroliya

3

Thanks for response @mangroliya but what I need is to assign same batch number to different items manually so it will apply the cost to items batch-wise and upon selling the items to local customer system would ask me to select items from which batch number based on FIFO. it is required because same items could e part of multiple POs and each container I actual is assigned a batch number and clients assign that batch number to that container.

4

Hi,

You can’t assign the same batch number to multiple items. Even with different batch number system still maintains the batch wise Item valuation and FIFO will be followed.

Thanks,

Divyesh M.

5

The major reason Another reason to do this is that I need to see the report based on batch like Item A and Item have been purchased under the same batch number and

6

Hi,

Why you are not considering PO number as batch number for this analysis. This will work out-of-box throughout the system.

Thanks,

Divyesh M.

7

Are you using Project Module , you can use Project as inventory dimension to acheive this

8

Thanks, @mangroliya, and @ahmedtahseen96 for your input. I’ve found an alternative approach. I’ll create the batch manually upon purchase receipt and assign the same batch number to each item listed in the Purchase Order. Then, I’ll add a unique identifier based on the item code or name. For example:

PO: 0001
ITEM A: 50
ITEM B: 100

Manual batch creation:
ITEM A = BATCH-001-ITEM-A
ITEM B = BATCH-001-ITEM-B

This approach suits best. since need to sell products batch-wise, following FIFO, and account for additional costs like landed costs, bank charges, and freight.

If there could be any other potential roadblocks using this approach, please let me know.

Kind Regards,
Ikrama Haryani