Outbound batches

An outbound batch is a quantity of a single material ready to leave the plant: a bin, a pallet or a container you have filled with one material. Each outbound batch has a material, a weight, optionally a packaging, and a unique number of the form LS-1, LS-2, LS-3…

Once created, the outbound batch can be stored at a warehouse location (put in inventory), then added to a shipment. It leaves the plant with it when the shipment is shipped.

The Outbound batches screen lets you create these batches, weigh them, store them, print their identification corner and follow their status until they leave.

One batch, one material

An outbound batch holds only one material and has only one weight: it has no lines. RecyTrax does not record which appliances or which inbound batches an outbound batch's material comes from.

Before you start

• Permission: you need the Outbound batches permission (Operations group). Without it, the Outbound batches item does not appear in the menu. See Roles and permissions.
• Materials: the materials must exist and be active. See Materials.
• Locations: to put a batch in inventory, there must be at least one active location in an active warehouse. See Warehouses.
• Packagings (optional): to record which container the batch is in, the packagings must be created. See Packagings.

View the list of outbound batches

In the left-hand menu, click Outbound batches. The list shows the most recent batches first, 50 per page.

Column	Content
Batch no.	The batch number (LS-…).
Material	The batch's material, with its category icon.
Weight (kg)	The batch's weight.
Location	The warehouse and location where the batch is stored, or Not in inventory.
Shipment	The number of the shipment the batch is on (EX-…), or -.
Status	Open, Assigned or Shipped (see Statuses).

• Click a row, or the pencil icon (Edit), to open the batch.
• Click the Batch no., Material, Weight (kg) or Status header to sort the list.
• The pagination buttons at the bottom of the list move from one page to another.

Search and filter

• Search by batch no., material or shipment: type part of the batch number, the material name or the shipment number. The search ignores case and accents.
• All statuses: limit the list to one status (Open, Assigned or Shipped).
• All materials: limit the list to one material.

The filters combine with the search.

On a phone

On a phone, each batch in the list is shown as a card, and the Save button of a batch's page sits at the bottom of the screen.

Create an outbound batch

1. In the left-hand menu, click Outbound batches.
2. Click New outbound batch, at the top right of the list.
3. In Material, choose the batch's material.
4. In Weight (kg), enter the batch's weight. The field starts at 0: if the batch has not been weighed yet, you can leave 0 and enter the weight later (on this page or directly on the shipment).
5. If the batch is in a packaging, choose it in Packaging, or click the QR code button next to the list (Scan a packaging's label) and scan the packaging's label.
6. If you chose a packaging, the Packaging weight (kg) field appears: enter the weight of the empty packaging.
7. If needed, add a Comment.
8. Click Save.

The Saved successfully message appears and the page stays open. The title now shows the number given to the batch (for example Outbound batch LS-12) and its Open status. The Print corner and Put in inventory buttons appear at the top of the page.

Create a batch from a shipment

You can also create an outbound batch directly from a shipment, when no open batch is available: it is then added to the shipment straight away. See Shipments.

Weight and packaging

If the batch is weighed in its packaging, enter the weighed weight in Weight (kg) and the weight of the empty packaging in Packaging weight (kg). The shipment then shows each batch's net weight, that is, the weight less the packaging weight.

Weights are in kilograms and accept up to three decimals (to the gram).

Edit an outbound batch

1. In the Outbound batches list, click the batch's row (or the pencil icon).
2. Change the fields you need.
3. Click Save.

The Saved successfully message appears and you return to the list.

What you can change depends on the batch's status:

Action	Open	Assigned	Shipped
Change the material	Yes	No	No
Change the weight, packaging, packaging weight, comment	Yes	Yes	No
Put in inventory, move, take out of inventory	Yes	Yes	No
Print the corner	Yes	Yes	Yes
Delete	Yes	No	No
Add to a shipment	Yes	No (already on a shipment)	No

When the batch is on a shipment (Assigned status), the Material list is greyed out and the page shows: "The material can't be changed while the batch is on a shipment."

A Shipped batch is read-only: only the Print corner button remains available.

Store a batch in inventory

A batch is in inventory when it has a location. The page's Location field, and the column of the same name in the list, then show the warehouse name followed by the location name (for example "Main warehouse - Aisle A"). Otherwise, they show Not in inventory.

Being in inventory does not depend on the status: an Open or Assigned batch may or may not be in inventory. A batch does not need to be in inventory to be added to a shipment or to be shipped.

Put a batch in inventory

1. Open the batch.
2. Click Put in inventory.
3. In the window, choose the Location. Locations are grouped by warehouse; each shows its code then its name. Only the active locations of active warehouses are offered.
4. Click Save.

The The batch was put in inventory. message appears.

If the window shows No active location., no location is available and the Save button stays greyed out: ask an administrator to create or reactivate a location.

Move a batch

When the batch is already in inventory, the button is called Move.

1. Open the batch.
2. Click Move. The window opens on the current location.
3. Choose the new Location.
4. Click Save.

The The batch was moved. message appears.

Take a batch out of inventory

1. Open the batch.
2. Click Take out of inventory.
3. In the Are you sure? window ("Take batch LS-12 out of inventory?"), click Take out of inventory.

The The batch was taken out of inventory. message appears and the location becomes Not in inventory.

info

You don't need to take batches out of inventory before they leave: when the shipment is shipped, its batches leave inventory automatically.

Print the identification corner

The identification corner is a Letter-size page to stick on the batch so it can be recognised on the shop floor. It shows:

• OUTBOUND BATCH and the batch number in very large type;
• Material, Weight and Created on;
• a QR code specific to the batch;
• the line Printed on … with the printing date and time.

To print it:

1. Open the batch (the batch must have been saved at least once).
2. Click Print corner.
3. The PDF document opens in a new tab, ready to print.

If your browser blocks new tabs, the PDF is downloaded instead (a file named after the batch number, for example LS-12.pdf).

The corner's QR code opens the batch's page directly: use the Scan a QR code button at the top of the screen and aim at the code. See QR codes and external identifiers.

Printed weight

The corner shows the batch's weight at the time of printing. If you change the weight afterwards (for example after weighing, from the shipment), print a new corner.

Delete an outbound batch

Only an Open batch (on no shipment) can be deleted, and only from the list.

1. In the Outbound batches list, click the bin icon (Delete) on the batch's row.
2. In the Are you sure? window ("Delete batch LS-12?"), click Yes.

The Deleted successfully message appears.

For an Assigned or Shipped batch, the bin icon is greyed out; hovering over it shows "A batch on a shipment can't be deleted". To delete an Assigned batch, first take it off its shipment (see Shipments).

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A deleted batch's number is never reused: the numbering can therefore have gaps.

Fields

Field	Description	Required
Material	The batch's material. The list offers active materials; a batch keeps its material even if it is deactivated later. Cannot be changed while the batch is on a shipment.	Yes
Weight (kg)	The batch's weight, in kilograms, up to three decimals. Never negative. 0 is accepted as long as the batch is not shipped.	Yes
Packaging	The container the batch is in, shown by its code. Choose it in the list or scan its label. Choose - for no packaging.	No
Packaging weight (kg)	The weight of the empty packaging, in kilograms. This field only appears when a packaging is chosen; it is then required. If you remove the packaging, this weight is cleared.	Yes, when a packaging is chosen
Location	Where the batch is stored, or Not in inventory. Read-only: it changes with the Put in inventory, Move and Take out of inventory buttons.	—
Shipment	The batch's shipment number, as a link. Shown only when the batch is on a shipment. Read-only.	—
Valorization	The valorization the batch leaves with. Shown only when the batch is on a shipment; it is chosen on the shipment. Read-only here.	—
Comment	Free text.	No

Required fields are marked with a red asterisk. An empty required field is outlined in red as soon as you leave it or try to save.

History

To the right of the page (or below it, on a small screen), the History panel traces the batch's life, most recent at the top, with the date and the user ("by …"):

• Created: the batch's creation;
• Assigned to EX-…: the batch being added to its current shipment (the number is a link to the shipment);
• Shipped: the shipment's departure.

Statuses

Status	Meaning	What triggers it
Open	The batch is on no shipment. It can be edited and deleted.	Creating the batch; taking the batch off its shipment; deleting its shipment.
Assigned	The batch is on a shipment being prepared. Its material is locked and it cannot be deleted.	Adding the batch to a shipment.
Shipped	The batch left with its shipment. It is read-only and no longer in inventory.	The shipment's Ship button.

When a batch goes back to Open (taken off the shipment or shipment deleted), its valorization is cleared; its location does not change.

For an overview of all RecyTrax statuses, see Statuses.

Rules and error messages

Situation	Message shown
No material chosen	"The material is required."
Empty weight	"The weight is required."
Negative weight	"Weight can't be negative."
Negative packaging weight	"The packaging weight can't be negative."
Packaging chosen without a packaging weight	"The packaging weight is mandatory when a packaging is selected."
The chosen packaging was deleted in the meantime	"This packaging no longer exists."
The chosen material was deactivated or deleted in the meantime	"This material no longer exists."
Changing the material of an Assigned batch	"The material of a batch on a shipment can't be changed. Take it off the shipment first."
Changing a Shipped batch (for example, shipped by a colleague while you had the page open)	"This batch is shipped and can no longer be changed."
Deleting a batch that is on a shipment	"A batch on a shipment can't be deleted. Take it off the shipment first."
Putting in inventory without a location	"The location is required."
The chosen location was deleted or deactivated in the meantime	"This location no longer exists or is inactive."
The batch was deleted by another user	"This batch no longer exists."
The scanned label matches no packaging	"No packaging has the label or code “…”."

A weight of 0 is accepted on the batch's page, but the shipment refuses to leave while one of its batches weighs 0. See Shipments.

Frequently asked questions

Can I put several materials in the same outbound batch?

No. An outbound batch holds only one material. Create one batch per material, then add them all to the same shipment if they leave together.

Why does RecyTrax accept a weight of 0?

So you can create the batch (and print its corner) before weighing it. Remember to enter the real weight before it leaves: the shipment refuses to be shipped if one of its batches weighs 0, with the message "These batches have a weight of 0: …".

Why is the bin icon greyed out?

The batch is on a shipment (Assigned) or has already left (Shipped). Only an Open batch can be deleted. For an Assigned batch, first take it off the shipment from the shipment's page; a Shipped batch can never be deleted.

I can't change the batch's material. Why?

The batch is on a shipment: its valorization was chosen there according to its material. Take it off the shipment, change the material, then add it again. Its valorization will then be taken again from the buyer.

Where do I choose a batch's valorization?

On the shipment, in the Valorization column of the batch table. The batch's page shows it read-only.

My batch is no longer in inventory although I didn't take it out.

This is normal if its shipment was shipped: shipped batches leave inventory automatically.

Can I change a batch that has already been shipped?

No. A Shipped batch is read-only, and a shipped shipment cannot be cancelled.

The material I'm looking for isn't in the list.

It is probably deactivated. Ask an administrator to reactivate it in Materials.

The new batch's number skipped one.

The numbers of deleted batches are never reused. For example, if the last batch created, LS-15, is deleted, the next batch will be LS-16: the number LS-15 will not be given again.

See also

• Shipments
• Dismantling
• Degassing
• QR codes and external identifiers
• Statuses
• Warehouses
• Packagings
• Materials