2.1. Getting Started: Creating First Batch

Get started using Stock Control Enter and Post by first Creating a New Batch,

Note: this is recommended even if you don't wish to make use of Batched Transaction Processing

This is necessary to provide valuable information to and from all your integrated Win Accounting modules, speeding up transaction processing and enabling your Accounting Reports to present meaningful data and analysis

With this in mind, all transactions should be captured into a batch - and never captured into a zero-numbered "batch"

If you don't wish to make use of multiple unique batches, you will be able to simply use your first batch as your "catch-all" for all future transactions

In this scenario, your batch should remain open - If you do close or delete the batch though, a new batch will have to be created before you begin capturing additional transactions

Once transactions are captured and posted, the specific documents (invoices, credit notes, receipts, adjustments or transfers) can be posted/confirmed, the batch however will remain open and available for you to quickly and easily capture and post additional transactions

Stock Control Enter and Post Transaction Types are indicated as follows:

Invoice = I

Credit Note = C

Receipts = R

Adjustments = A

Transfers = T

Creating Your First Batch:

	Step 1: Batch Lookup It's important not to capture any transactions before selecting a batch (this means that if the Batch No is 0, you'll need to first create or select a batch) This can be done by clicking the Batch Lookup Button to view your batch list / create a new batch
	Step 2: Selecting / Inserting a New Batch If you have any batches in your Batch List, and wish to use this batch, simply double click the desired batch or highlight it and click the "Select" button If there are no batches currently in your batch list, click the "Insert" button in order to add a new batch
	Step 3: Inserting New Batch Details Add the relevant batch information here The Batch Number will automatically populate - enter a Batch Date and Description
	Capturing Documents Once your batch has been created, easily view the Batch Description and Batch Date Here you can also set the Default Store Code to use for the specific Batch While Defaults are set to help save time and speed up the process, all defaults are flexible and can be modified/changed on-the-fly
	Posting Your Batch After you are finished entering transactions into a specific batch, easily post all relevant transaction documents in one go - this helps save time and lowers admin costs Once posted, transactions are committed into the Win Accounting Stock Control Module, enabling it to provide you with useful business data and analysis Post your batch(es) by either clicking the "Post" button within the Transaction Processing Section, or post them directly, using the Post Batches Section on the Enter and Post tab
	Posting Multiple Batches If you have multiple unique batches that you wish to post in one go, enter the starting Batch ID into the "From" field and the last Batch ID into the "To" field and click "Print" Subsequently, posting can be completed directly using the Post Batches section (found on the Enter and Post tab)