[How-to] Use Batch Management for Asset Stock Handling Across Locations in EZO

When the same asset stock item exists in bulk across locations, tracking it without batch-level visibility can make stock handling messy. You may end up adding quantity to the wrong batch, transferring stock without clear traceability, or removing items from the wrong lot.

EZO lets you manage asset stock in batches so you can view quantity by batch, assign batch numbers and expiry dates, and add, transfer, or remove stock from a specific batch. This guide walks you through enabling batch management, viewing batch details, and updating stock from the asset stock details page.

1. Enable Asset Stock Batch Management

Before you can manage asset stock by batch, you need to enable the setting first:

1. Go to Settings → Items → Asset Stock and check Manage Asset Stock in Batches.
2. Click Update to save your changes.

2. Open an Asset Stock Item and View Its Batch Details

To manage stock by batch, start from the asset stock item itself.

From the Navigation Menu, go to Items → Asset Stock and open the item you want to manage. On the asset stock details page, scroll down to Quantity by Location.

Here, you can view the item’s quantity across locations. Expand any row to open the Batch View, where you can see stock details by batch number.

From this same section, you can also update batch information for existing stock, including:

• Batch Number
• Batch Expiry Date

This gives you a direct way to review and maintain batch-level asset stock without leaving the item details page.

3. Add Stock to a Specific Batch

You can add stock to an existing batch or create a new batch from the asset stock details page. To do this,

1. Navigate to Items → Asset Stock and click on any asset stock item. 
2. On the asset stock details page, click the Ellipses (…) menu and select Add Stock.

In the pop-up, scroll down to the Batch Number field.

From here, you can:

• Add stock to an existing batch, or
• Click Add Batch Number to create a new batch

Complete the rest of the required stock details and click Add.

4. Transfer Stock from a Specific Batch

You can also transfer stock between locations at the batch level. To do this,

1. Navigate to Items → Asset Stock and click on any item. 
2. On the stock asset details page, click the Ellipses (…) menu and select Transfer Stock.

In the pop-up, choose the relevant source location and the transfer location. Then select the specific batch. You can transfer:

• The entire batch, or
• A specific quantity from that batch

Then complete the transfer. This allows you to move stock accurately between locations while preserving the correct batch association.

5. Checkout Stock from a Specific Batch

To checkout stock from a specific batch, use the Checkout Stock button on the asset stock details page. To do this,

1. Navigate to Items → Asset Stock and click on any item. 
2. On the asset stock details page, click the Checkout button.

In the pop-up, select the relevant Location and Batch Number. Then enter the quantity you want to remove and click Remove Stock.

This updates that specific batch instead of affecting stock more generally, which helps keep your stock records accurate.

6. Keep Batch-Level Asset Stock Clean and Accurate

Managing asset stock by batch gives you better control over how stock is added, moved, and removed across locations. Instead of treating the entire quantity as one undifferentiated pool, you can work against the exact batch you need and maintain cleaner records over time.

Need help getting started with asset stock batching in EZO? Reach out to support@ezo.io.