Importing and Exporting Batch Controlled Products in Tagrain
Serial and Batch products can be created by activating the "Serial and Batch Product Management" plugin.
Introduction
Batch controlled products are those products which have a shelf life. For example, all pharmaceutical and food & beverage products are batch tracked. On receipt of these goods, batch information needs to be entered and can include date of manufacture, expiry date, date when this batch of products was received, price etc.
Whenever these products are received in the store, it is mandatory to allocate a batch number. You can either allocate one single batch to all the products received in the transaction OR you can allocate as many batches as per the information on the receipt document.
In this article we are going to use the demo data in the template as a reference to import Batch-controlled products. We will consider Dairy Products as batch-controlled products
Plain Yogurt
Swiss Cheese
Cream Cheese
Steps to Import Batch controlled Products in Tagrain
The Excel template downloaded from the Product List view is common for all types of products. To create Batch-controlled Products, mark the main product type by specifying its Product Type = 2 in the template.
Once the upload template is properly filled, click the import button on the Product Master Screen. Navigate to the location where your Product.xls file is saved. Select the file and click OK.
The application will indicate when the data upload starts in the notification centre. Once the data is uploaded, the application will again notify for the successful data import.
In case the import is not successful, the application will again notify for the unsuccessful import.
The notification centre will mention that there has been an error in the upload.
Click on the notification error to download the uploaded file. The downloaded file will clearly specify the error(s) at the end of every row in the excel sheet.
Steps to Export Batch Controlled Products in Tagrain
The steps to export Product Data using the excel template are listed below:
Click on the “Export” symbol on the Product Master Screen. It will give you the option to include Stock Information as part of the download.
This will download the entire Product Master Data into an Excel sheet. This downloaded data can be utilized for further analysis.
Suggested Readings
Importing and Exporting Serial Products in Tagrain
Importing and Exporting Composite Products in Tagrain
Importing and Exporting Variant Products in Tagrain
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