Managing products with batch numbers is an important part of stock control in a veterinary practice. From medicines to vaccines, batch numbers help you track expiry dates, ensure compliance, and maintain patient safety. This article explains how to set up your stock for products with batch numbers.

Before you start

Step-by-step instructions

1. Stock is defined per location, so double check that you are logged into the correct location before continuing. It is displayed in the top right corner of Animana, underneath your name.
2. Go to Extra > Stock > Stock List.
3. Check that the location pre-selected in the location drop-down menu is the one you want to edit stock information for.
4. Find your product by entering the product name in the “Filter by product” field.
5. Click Enter.
6. Add a desired minimum and maximum level of this product for this location. More about this.
7. Click the quantity of the product in the third column (“in Stock”) to open the batch editing modal.
8. Click +Add Batch.
   
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   If you don’t see this option, read more about this.
9. Add the “quantity” of this batch in the first field.
10. Add the “batch number” for this batch in the second field.
11. Add the “expiry date” for this batch in the third field. You can either enter the date in the dd/mm/yy format manually or click the calendar icon to select the expiry date.
12. The “reason for editing” will be prefilled with “new batch” since you are adding a new batch.
13. If needed, you can add information in the “editing notes” field.
14. If you want to add more batch numbers for this product, repeat steps 7-12 above.
15. Click Save when you have added all the batch information.

More about this

How do I fill in the “Min” and “Max” fields?

If you always want to receive order suggestions

If you want to receive order suggestions from Animana, you need to enter a desired minimum and maximum stock level for this product for this location. You can click in the Min and Max fields (4th and 5th columns) to add or edit the quantities.

If the “in stock” quantity becomes equal to or lower than the minimum you set here, Animana will add the product to your list of suggested orders (Extra > Stock > Create Order) under the heading “Suggested products based on stock level”.

If only “Max” is entered, the order suggestion will appear on the Stock List (Extra > Stock > Stock List > column “Order”), but the product will not appear on the suggested order list (Extra > Stock > Create Order).

If you do not (always) want to receive order suggestions

• If you do not want any order suggestions, simply leave the Min and Max fields empty.
• If you only want to order a product when you need it, and therefore do not want to receive automatic order suggestions, you can also enter “0” (zero) in the Min and Max fields. This will change the status of the product to “On demand”.
  If, at a later time, you create a client order for this product, Animana will then suggest ordering the product and includes it in the suggested order list ( Extra > Stock > Create Order).

I don’t see the option “+Add Batch”?

When you open the batch editing modal in the Stock List and do not see the option to add a batch, you will probably see the line “This product does not have batch tracking enabled”.

If you do want to enable batch tracking for this product, proceed as follows:

1. From the batch editing modal in the Stock List, click on Enable batch tracking.
2. You will be taken to the Stock tab for this product.
3. Unselect the checkbox “No batch tracking”.
4. Click Save.
5. Click Go to Stock List.
6. You can now follow the instructions above to add batch information for this product.

Related articles

• In focus: Stock management
• How do I setup my stock for products without batch numbers?
• How do I add a new product?
• How do I add products from a supplier?
• How do I book in wastage?
• How do I bulk update multiple products at once?
• How do I setup my initial stock? (old workflow)