Hi all,
I am trying to write a generic invoice to one of my customers for what they sold on consignment. The customer is OK with a simple invoice saying “Sales for June-16” for example. They keep track of all the sales per unit and send me monthly reports.I created an item “Sales” and put it in the “Services” category so ERP does not ask me for batch no. I set as UOM “hours” but still every time I try to write an invoice, ERP requires a batch no… really frustrating. Any suggestions? Thanks.
Do you have Batch Number checked off in the Item document (under Inventory)?
Yes I do but I need it… I though if it is a service I won’t need to enter batch…So I suppose I have to create a batch for this item too? If that’s the only way around this silly situation…
I’m confused - you seem to be saying that you need a batch number, and that you don’t need a batch number, for the same item?
Can you explain this better?
The reason a batch number exists is to ensure that the batch number of each item is tracked. That can’t happen if the batch number is missing. You might be able to bypass this by customizing the Item doctype and making batch_no non-mandatory, but this could cause issues down the road (if it works at all).
I need batch no. for products that are sold by the unit. But one of my clients (a distributor) is happy with an invoice that says just “Sales for Month-year”, no batch no. is needed. I ship in bulk to their warehouses and they have a sophisticated software that keeps tracks of all sales per unit etc. So I do not to write them an invoice by the unit through ERP. They are selling hundreds of units per month and expected to grow each month. So I do not need to do the work they are already doing, describing every unit they have sold . I just need to write an invoice with a total matching their total. I guess I will just create a batch of “Sales” and enter 1000 units and that’s going to be it… can somebody just remind me where to find the item master? I forgot…
So you should be able to select whether an Item has a batch number on an Item-by-Item basis. For that specific on (Sales), you can leave Batch No. unchecked and you shouldn’t get prompted for batch number.
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Well, I tried everything - I do exactly what you say, everything is unchecked but the system still insists on its batch No… so I created a batch of 1000 Sales… it worked this way.
So can somebody help me set up a service item that does not require a Batch No.? I did it exactly as it says in the manual, checked service item everywhere and unchecked stock and product everywhere, no warehouse selected - still the system insists on Batch No. I think it is some sort of a glitch. I see other users have the same problem too and I do not see it solved. I am guessing it is in the Item master but cannot find the Item master template in the menus.
Thanks a lot
@Milen_Kolev_Yordanov You should create an issue on Issues · frappe/erpnext · GitHub and link back to it here.