Batch Price Management

Batch Price Management is a feature that allows businesses to set and control sales prices for individual batches of an item. The pricing is determined based on the Sales Margin and the selected Batch Pricing Method in Settings.

The Sales Margin is used to calculate the selling price for newly received batches in inward transactions. This ensures that new batches automatically get a selling price based on the predefined margin.

Formula:

Selling Price = Cost Price + (Sales Margin % × Cost Price)

Batch Pricing Method

The Batch Pricing Method determines how the selling price and MRP are pre-populated for existing batches in sales (invoice) and purchase (purchase receives) transactions.

There are four available methods:

Method	Description
Default Price	Uses the selling price and MRP specified during creating the item.
Latest Price	Applies the selling price and MRP from the most recently received batch.
Highest Price	Uses the highest selling price and MRP available across all inward transaction batches.
Price From Inward Transaction	Applies the selling price and MRP defined for the selected batch during a transaction. You can choose from the available prices using the Available Prices option.

Enable Batch Price Management

To enable this in Settings:

Click the Gear icon in the top right corner.
Navigate to Module Settings.
Click Items under General.
Scroll down to the Advanced Inventory Tracking section.
Check the Allow different MRP/SellingPrice for each Batch Tracked Items option.
Enter the Sales Margin and choose the Batch Pricing Method. These will be applied by default when you haven’t set them during item creation.

Sales Margin

Insight: To configure this at the item level, create or edit a batch item, navigate to Sales Information and enter the Sales Margin and Batch Pricing Method.

Apply Batch Pricing in Invoice

If the sales order contains batch-tracked items and is converted to an invoice, you can choose one of the following pricing options:

Use the sales order price for the item.
Apply the batch price based on the selected configuration option.

Apply Prices Using Default, Latest, or Highest Pricing Methods

Create and confirm a sales order.
Click Convert to Invoice in the top section of the sales order details page.
In the upcoming pop-up, click Proceed.
Click Available Price(s) below the item quantity.
Hover over the price you want and click Apply Price.

Apply Prices Using Price From Inward Transactions Method

For the Price From Inward Transaction batch pricing method, you can apply the selected batch prices from one batch to another based on your requirement.

Create and confirm a sales order.
Click Create in the top section of the sales order details page.
Select Package or Picklist to open the respective creation page.
On the creation page, select the batches for the items.
Once completed, click Save.
On the details page, navigate to the Associated Sales Order tab at the top.
Click the Sales Order#. You will be redirected to the sales order details page.
Click Convert to Invoice.
In the upcoming pop-up, click Proceed. You will see the item’s quantity split based on the selected batches.
Click Available Price(s) below the item quantity to view the batch prices available for the item.
Click Apply Price next to the price you want to sell for the item.

Batch Prices in Purchase Receives

While receiving a batch-tracked item, the selling price for new batches will be automatically applied based on the configured Sales Margin in Settings. For existing batches, the selling price will be applied according to the configured Batch Pricing Method.

To add the selling price for a batch while receiving an inward transaction:

Create a purchase order.
Convert the purchase order to Purchase Receives.
Click Select Batches below the item quantity.
For new batches, the selling price will be shown based on the item’s configured Sales Margin.
For existing batches, the selling price will be shown based on the configured batch pricing method.

Note: You cannot edit the selling price for existing batches in the transaction.