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Page Revision: 12/04/2025 11:03 AM

Table of Contents [Hide/Show] Batch List Create Batch    Step 1: Name Batch       Empty Batch       Upload Documents    Step 2: Batch Options       Multiple Document Types       Strict Purchase/Transfer Minimums (50% Rule)    Step 3: Location Selections    Step 4: Usage Options       Date Range Usage       Weighted Usage       Weighted Usage Example    Step 5: Manufacturer/Vendor Filters    Step 6: Item Filters    Step 7: Review and Finalize Create Documents    Document List    Document Edit       Add Item       Add Document    Item View

Batch List¶

Create Batch¶

Step 1: Name Batch¶

Empty Batch¶

Upload Documents¶

Step 2: Batch Options¶

Multiple Document Types¶

Strict Purchase/Transfer Minimums (50% Rule)¶

===Step 3: Location Selections===

Step 4: Usage Options¶

Date Range Usage¶

Weighted Usage¶

Weighted Usage Example¶

See Weighted Usage Calculation

Step 5: Manufacturer/Vendor Filters¶

Step 6: Item Filters¶

Step 7: Review and Finalize¶

Create Documents¶

Document List¶

Document Edit¶

Add Item¶

Add Document¶

Item View¶