Inventory Batch Update

Audience: Warehouse managers and pharmacists who keep stock records accurate — plus anyone evaluating or supporting the inventory tools.

Purpose: This is the front door to the Batch Update guide. It explains what the screen does at a glance, then points you to the right page — a single task, a rule, or why the screen behaves the way it does.

Batch Update is the single screen for correcting and maintaining inventory records. For read-only stock visibility across locations, use Inventory Management (/wms/inventory). From here you can fix a batch number or expiry date, change a selling or purchase price, increase or decrease stock on hand, add adjustment stock that has no purchase order behind it, and update prices on many items at once. Every line is scoped to a store and warehouse, and every field respects your role’s permissions.

Pick the kind of help you need

The Academy organises every guide as learn, do, look up, understand.

New here? Start with the tutorial Update your first batch A guided walk-through — find an item, fix its expiry and price, adjust the quantity, and see the KPIs move. About five minutes.

How-to guides Get a specific task done 6

Add adjustment stock Adjust stock quantity Bulk-update prices Export selected to CSV Find & filter inventory Update a line item

Reference Look up exact facts 3

Columns & fields KPIs & badges Permissions

Tutorial Learn the whole flow by doing 1

Update your first batch

Explanations Understand the why 2

Aggregated vs tracked batches Why Batch Update

The page opens with a KPI strip (total line items, low stock, out of stock, expiring soon), a filter toolbar (search, location, sort, and Add Stock), and the inventory table. Selecting rows reveals a bulk action bar; the pencil on any row opens an edit drawer on the right.

Batch Update page — KPI strip across the top, filter toolbar with search and Add Stock, and the inventory table with Product, Location, Batch, Expiry, Selling, Purchase, Available, and Updated columns — The Batch Update screen — KPI strip, filter toolbar, and the inventory table.

How to get there

In the app sidebar: Inventory → Controls → Inventory - Batch Update.

The route is /inventory-update.

Edit drawer open on the right — eyebrow Edit item, product name, SKU and location, batch number and expiry fields, selling and purchase price fields, and an Adjust stock control — The edit drawer — batch, expiry, prices, and stock adjustment for one line.