[How-To] Use Batch Management for Inventory Handling Across Locations in EZO

When the same inventory 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 inventory from the wrong lot.

EZO lets you manage inventory 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 inventory details page.

1. Enable Inventory Batch Management

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

Go to Settings → Items → Inventory and check Manage Inventories in Batches.

Click Update to save your changes.

2. Open an Inventory Item and View Its Batch Details

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

From the Navigation Menu, go to Items → Inventory and open the inventory item you want to manage. On the inventory 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 inventory details by batch number.

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

• Batch Number
• Batch Expiry Date

This gives you a direct way to review and maintain batch-level inventory 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 inventory details page.

From the Navigation Menu, go to Items → Inventory and click on any inventory item. 

On the inventory 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 transfer inventory between locations at the batch level and select multiple batches in a single transfer. 

From the Navigation Menu, go to Items → Inventory and click on any inventory item.

On the inventory details page, click the Ellipses (…) menu and select Transfer Stock.

In the pop-up:

1. Choose the relevant source location from the dropdown under From.
2. Select the batches you want to transfer inventory from using the dropdown under From Batch Number.
3. Choose the destination location under To and the destination batch under To Batch Number.
4. Enter the quantity you want to transfer, fill in any remaining details, and click Transfer.

5. Remove Stock from a Specific Batch

To remove stock from a specific batch, use the Remove Stock action on the same inventory details page.

From the Navigation Menu, go to Items → Inventory and click on any inventory item. On the inventory details page, click Remove Stock.

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 inventory more generally, which helps keep your stock records accurate.

6. Keep Batch-Level Inventory Clean and Accurate

Managing inventory 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 inventory batching in EZO? Reach out to support@ezo.io.