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Tutorial

Create a batch and record expiry

Choose Supply Chain → Serials & Batches → Batch.

Supply ChainUpdated 13 October 2026Configuration-aware guidance

Before you start

Use your authorized ERP account and the correct company. These screenshots use fictional staging records. Replace the example quantities, dates, warehouses and values with your approved business information. Submission affects the relevant workflow or stock ledger; review the draft first.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Addresses used in this tutorial

ERP_URL is your organization’s ERP address. ACADEMY_URL is the Academy base address: staging uses https://erpstaging.nexcommand.ai/academy; production uses https://academy.nexcommand.ai. Saved record IDs and temporary draft IDs differ between installations. Course IDs and element IDs in the example are not portable to another installation.

Step-by-step instructions

Step 1 of 4

Open batch management

Choose Supply Chain → Serials & Batches → Batch.

Example / selection
Serials & Batches
Expected result
The batch list opens.
Expected URL expression{ERP_URL}/desk/nexcom-workflow/Supply%20Chain/Serials%20%26%20Batches
Open batch management — redacted NexCom tutorial image
Actual staging capture. Personal identity masked; the captured application viewport is retained. Scroll position follows the action shown.
Step 2 of 4

Check for an existing batch

Search the existing batch IDs before selecting Add Batch. Use the actual manufacturer or approved internal batch identifier.

Example / selection
NC-DOCS-BATCH-002
Expected result
A new batch can be created without duplicating an existing lot.
Expected URL expression{ERP_URL}/desk/batch
Check for an existing batch — redacted NexCom tutorial image
Actual staging capture. Personal identity masked; the captured application viewport is retained. Scroll position follows the action shown.
Step 3 of 4

Complete batch details

Enter Batch ID and select a stock item configured with Has Batch No. Open Edit Full Form. Select manufacturing and expiry dates supported by the actual source evidence. Use the calendar if typed input clears: click the month/year header, navigate to the required year, choose the month, then choose the day. Verify the displayed date before Save. Keep negative-stock overrides off unless explicitly approved under your controls.

Example / selection
NC-DEMO-BATCH-SEALS; fictional expiry October 13, 2027
Expected result
The batch identity, item and dates are ready to save.
Expected URL expression{ERP_URL}/desk/batch/{RECORD_ID}
Complete batch details — redacted NexCom tutorial image
Actual staging capture. Personal identity masked; the captured application viewport is retained. Scroll position follows the action shown.
Step 4 of 4

Save and inspect quantity

Save and confirm the permanent batch URL. Empty and quantity zero are expected for a new batch with no received stock. A batch master does not create inventory; use the appropriate receipt transaction and serial/batch selection.

Example / selection
NC-DOCS-BATCH-002; quantity 0
Expected result
The batch exists and is ready to be referenced by a stock transaction.
Expected URL expression{ERP_URL}/desk/batch/{RECORD_ID}
Save and inspect quantity — redacted NexCom tutorial image
Actual staging capture. Personal identity masked; the captured application viewport is retained. Scroll position follows the action shown.

Verified result

The batch NC-DOCS-BATCH-002 was saved through staging with the controlled item, example expiry October 13, 2027 and quantity zero. The receipt/bundle tutorial uses the earlier NC-DOCS-BATCH-001. No stock was created by this master-record save. A date-picker positioning issue was repaired in staging and live during this walkthrough.

Troubleshooting

Wait for Link search results and choose the exact record. Leave each edited field to commit its value. Check required dates in every item row. A saved draft and a submitted record are different states. If validation fails, correct the highlighted field and verify the saved result before continuing.

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