Manage and track inventory transactions by organizing products into batches. Products
are tracked by batches across all inventory operations, counts, acknowledgments, returns, and
disbursements.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
User Permissions Needed
To create batches:
Life Sciences Commercial Admin permission set
Important To track batches by using external identifiers, you must populate the
Unique Identification Number. If the Unique Identification Number isn't populated, Sample
Inventory Management tracks batches by using the system-generated Production Batch Name.
From the App Launcher, go to the Product record that you want to create a batch for.
On the Related tab, under Production Batch, click New.
Select Active, and add the unique identification number of the batch
that the sample product belongs to.
For Quantity Unit of Measure, select Each.
Select the expiry date of the batch.
Save your changes.
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