Stock Recall Process (Batch Recall)

When conducting a stock recall (this could be batch, serial number, or production date) and you need to be able to trace all relevant Sale Orders.

Using the Reports tab at the top of the application, select Stock Movement Report.
From here, you will be able to generate a report with the relevant Sale Orders in relation to the specific batch number.
Select Customer or Product from the Filter By drop-down menu. Depending on how many products from the one customer you need to recall will determine the option you select here.
Select the relevant customer or product you wish to create the report for from the Select the Customer or Select the Product drop-down menu.
Select Physical Movement from the Movement Type drop-down menu.
Select All from the Product Status drop-down menu.
Click Add All Columns to include Batch as a column.
Select the tick box next to Search with specified Batch and type in the relevant batch number.
Select the date ranges you wish to include in the report.

Select Show Report. All relevant Sale Orders will now be displayed on the page.

You can then export the report by selecting the Export Excel button.
You can then manually select each Sale Order from the Show Report screen to trace where the stock was delivered to.