Modify Item Batches
Modify Item Batches
Overview
This guide will help you correct approved batch information without changing unexplained stock quantities or transaction history.
Batch attributes can affect availability, expiry reporting, selection, costing, and record history. Historical re-rendering needs verification.
Who can do this
You need access to Modify Item Batches and relevant inventory rights.
Before you start
Back up the database. Identify batch, item, location, quantities, purchases/sales/returns, expiry, cost, tax, and required correction evidence.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Items & Advanced Inventory → Modify Item Batches.
Modify Item Batches
Step 1: Find the exact item/batch by stable identifiers
Step 2: Compare stored values with source documents and Batch/Stock Ledger reports
Step 3: Change only fields supported for correction
Step 4: Do not alter quantity to replace an Inventory Adjustment/Transfer/Return
Step 5: Confirm/save once
Step 6: Reopen batch and affected reports
Check your work
Compare and Confirm batch report, stock/location, expiry, ledger movements, valuation, and a controlled selection transaction.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Use supported stock transactions for quantity/location corrections.
- Preserve old/new values in the audit record.
Related guides
- Review Item Stock by Location and Batch
- Create an Inventory Adjustment
- Review the Stock Ledger Report