Create and Edit Batches

Modified on 11/13/2025 10:40 AM by Sharon Duckett — Categorized as: Documentation


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Batch List

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Create Batch

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Step 1: Name Batch

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Empty Batch

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Upload Documents

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Step 2: Batch Options

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Multiple Document Types

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Step 3: Location Selections

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Step 4: Usage Options

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Date Range Usage

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Weighted Usage

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Weighted Usage Example

See Weighted Usage Calculation

Step 5: Manufacturer/Vendor Filters

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Step 6: Item Filters

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Step 7: Review and Finalize

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Create Documents

Document List

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Document Edit

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Add Item

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Add Document

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Item View

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