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[en] Configuring Batch Number Requirements

[en] This article explains how to configure batch number requirements for medicine items in Provet, both when adding to consultations and ...

[en] This article explains how to configure batch number requirements for medicine items in Provet, both when adding to consultations and managing stock.

[en] Clinic Location Settings for Batch Numbers

[en] To manage general batch number settings, go to Settings > Clinic Location > Stock Settings. Here, you will find the following settings:

  • [en] Batch numbers and expiry date in use: This setting enables the display of batch number and expiration date fields when adding new entries to stock or adding an item to a consultation. Activate this setting to allow batch numbers to be added for an item.

    • [en] Note: This setting does not automatically force users to add batch numbers. You must also enable the batch number requirement on the individual item card, as explained below.

  • [en] Do not allow adding expired batches: When active, this setting prevents users without administrator permissions from adding expired batches in the consultation view. Users with administrator permissions can still see and select expired batches.

    • [en] Note: This setting is only available if Batch numbers and expiry date in use is active.

  • [en] Allow batches only if item has no items without batches: If enabled, you cannot require batch numbers for any items that already have existing entries without batch numbers in Provet.

[en] Requiring Batch Numbers for Specific Items

[en] After activating the Batch numbers and expiry date in use setting in your clinic location settings, you also need to specify which items require batch numbers. This can be done for all or a selection of your medications, for example, all vaccines.

[en] To set an item to require batch numbers:

  1. [en] Go to Catalogue > Items and search for the item in your item list.

  2. [en] Select the Pen button to open the item card.

  3. [en] Go to the Stock and Pricing tab.

  4. [en] Select the Batch number required checkbox.

  5. [en] Save. Now, this item cannot be added to a consultation or stock without a batch number.

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