How to include BB dates, batch numbers and container codes/packaging IDs on invoices and delivery manifests

Displaying containers, batch numbers and best before dates on invoices

You can choose to include best before dates, batch numbers, and container codes/packaging IDs on invoices and delivery notes by heading to Settings->Order/invoice settings. Here, there is an option called Display containers and batch numbers on invoices and delivery notes with three choices:

• Don't display containers

• Show for casks & kegs only

• Show for everything (casks, kegs and smallpack)

If you pick either of the last two options, further checkbox settings will be presented.

• Include each container's code or non-returnable number and each smallpack's Packaging ID.

• Include each container's batch number.

• Include each container and batch's best before date.

At least one of the first two checkboxes must be selected, as there would otherwise be nothing to identify each container by.

You can configure this to present the information you need by making your selections and selecting Save. Next time you raise an order, assign stock, and invoice the order, the invoice will include the information you have set here.

Displaying best before dates on delivery manifests

Delivery manifests and courier pick lists have their own separate option, so you can show container details on one without showing them on the other. You can set this in Settings->Delivery settings->Delivery label/document settings and amending the Delivery manifest settings for Display assigned containers and batch numbers on delivery manifests and courier pick list PDFs to either "Show for casks & kegs only" or "Show for everything (casks, kegs and smallpack)" depending on your preference.