Adding and editing batch tracked inventory

Add a batch from the Products page in Freshly by clicking Add batch next to the variant, entering the quantity and expiry date, and clicking Save. To change a batch later, click its name on the Inventory Batches page.

Before you start

• Inventory tracking must be on for the variant. If Freshly shows Setup instead of Add batch, open the variant in Shopify and turn on Track quantity in the Inventory section.
• The variant must be stocked at the location. Batches are created for the location selected at the top of the Products page. If the variant isn't stocked there, Freshly shows a message with an Edit locations button.
• On the free Freshly Essentials plan you can batch track a limited number of products. Freshly shows a banner when you are close to the limit.

Add a batch

1. In Freshly, go to Products.
2. Use the location picker to choose the location the stock is at.
3. Find the product. Each variant has its own row, with the variant name under the product title. Use the With batches and Without batches tabs to narrow the list.
4. Click Add batch in the Batch tracking column.
5. Enter the Quantity and Expiry date.
6. Leave Adjust quantity in Shopify checked if you want Freshly to add this quantity to the variant's available inventory in Shopify. Uncheck it if the units are already counted in Shopify. See Adjust inventory quantities in Shopify when creating inventory batches.
7. Optional: fill in Additional details (Batch name, Received date, Batch number, Barcode, Invoice number, Description). Received date defaults to today.
8. Click Save.

You can also open a product and click Add batch at the top of the variant page.

Edit a batch

1. In Freshly, go to Inventory Batches.
2. Pick the location, then find the batch. You can search by batch name, batch number, barcode, invoice number, description or product name.
3. Click the batch name to open Edit inventory batch.
4. Change the details and click Save.

If Adjust quantity in Shopify is checked, when you change the quantity, Freshly adjusts Shopify by the difference.

You can't change the quantity or expiry date of a batch that has expired. These fields are locked and show "This batch has expired".

To add or update many batches at once, use a CSV import. See Bulk importing inventory batches.