Module Guide - A Deeper Dive!


Batches can be made using a variety of methodologies, depending on industry requirements, production volumes, and quality assurance requirements. Some batching operations require hand-weighed ingredients, whole bags and units, bulk ingredients and so on.

The are also many production styles in batch weighing. Vertical batching (regular batching), horizontal batching (campaigning), and global horizontal (weighing a common ingredient across various jobs).

V5 Traceability supports the vast majority of production and batching manufacturing processes. This guide helps the user understand what’s possible and how to configure the system to reflect the needs of these processes.

For a look at how finished products are made in V5 Traceability after the batch process is complete, please see our separate module guide on that topic here.

Table of Contents

1. Batching Screen Overview

Before we take a look at the different batching types, it would be useful to take a quick look at the main batching screen in Terminal and run over the basic layout.


  1. Marquee messaging screen – this will display any messages to the operator throughout the process.
  2. Batching instructions – this will display instructions on the current batching step.
  3. Weighing interface – by default this will appear as a ‘speedometer’ to guide the operator towards the acceptable weight for the particular step. Alternate weigh screens are discussed here.
  4. Button panel – Contains 4 buttons for lot/pallet select, batching mode, formula step view, and the ‘Actions’ panel. More information on all of these can be found here.
  5. Info panel – This contains information related to the currently selected commodity lot, as well as information about the current job and batch.

2. Vertical Batching

Vertical batching can be considered the ‘normal’ or ‘default’ way of batching in V5 Traceability. This works on a per-batch basis, where all ingredients will be picked and weighed out in the sequence defined by the formula steps until the batch is complete. After the batch is complete, the operator will then move on to the next one, and the next, until all batches have been produced and the job is complete. Batch labels can be printed after every batch.

If we take a very basic formula, such as the one below with 3 weigh steps, and schedule it for production, we can see how this mode works.


With this scheduled, if we go to the ‘Scheduled Jobs’ tab in Terminal, we will see the job waiting to be completed. We have scheduled 1 batch of this ‘Test Batch’, and can use the green ‘check’ button to proceed to batching.

Batching - V5 Traceability

Any allergen or hazard warnings, as well as any Q&A events that have been set up, will display before the batching begins. After these, the first step will usually be to add a container to the scale, after which we can hit the green ‘check’ again. The system will then tare the scales ready to begin adding commodities.


We can then proceed to begin weighing our commodities on the scale. Here, depending on the batching mode set, we will select or scan a lot of the commodity to use, and then proceed to weigh it, guiding the arrow on the speedometer into the green zone.

Batching - V5 Traceability

Again, depending on the batching mode being set to manual or automatic/semi-automatic, once the arrow has reached the green zone, Terminal will either proceed to the next stage automatically, or require the operator to use the green check to advance to the next step.

Once all ingredients have been weighed, the batch will be complete and a batch label will be printed. If multiple batches are scheduled for the active job, the Terminal operator will then have the option to proceed to the next batch, or suspend the job.


If the batch is suspended then when the operator returns to the ‘Scheduled Jobs’ tab, they will be able to see how many batches they have completed, and how many remain.

Batching - V5 Traceability

If the operator proceeds to the next batch, then they will be asked to change the container for the next batch, after which the process will repeat itself until the job is completed.

3. Horizontal Batching

Vertical batching is useful if we are producing small numbers of batches at a time, but what happens if we want to produce larger numbers of batches in our jobs?

If we are working with the same formula as in vertical batching above:


Producing 1 batch of this formula is relatively quick and straight forward, as we saw above, but what happens if we need to produce 10 batches for a job? Or 20? This is where horizontal batching comes in. Horizontal batching in V5 Traceability allows for multiple batches to be completed at once by dividing the job into ‘block sizes’, whereby the operator will specify the number of times the same ingredient will be weighed in sequence before returning to the ingredient select screen. This number can usually be defined by the weight limit of the scale we are using.

So let’s see how this works by scheduling 10 batches of our test formula above.


If we then go to our Terminal, horizontal batching can be performed under the ‘Common Ingredients’ tab.


Each Terminal can be configured to always use the same block size every time, or to prompt for one. In this case we are being prompted, so we will enter a block size of 5. In this theoretical example, let’s say our scale capacity is 120lbs. This means that we would be able to weigh out at least 5 lots of each commodity required at once (100lbs) plus enough spare capacity for any containers we might use.


After confirming our block size, we are then taken to the next screen which can be configured to allow us to select a commodity for weighing. It can also be configured to enforce the step order of the formula. If this is the case we will be taken straight to the weighing screen.


We can see here that 10 batches are required (under ‘Total Left’), while the number to the left in this session is 5 (# Left (Block)). If we select Sugar and hit the green check we can see how this works.

First, we will be asked to place our container on the scale:


This could either be one large container for the commodities, or if we are keeping our batches separate, 5 containers. As above with the weight, this will be defined by the size/capacity of our scale. Once this is done, we can begin weighing.

We will then be directed to weigh out 20lbs of sugar (the amount for 1 batch) 5 times. A strict order of weighing the requirements for each batch can be enforced automatically, or the operator can be allowed to weigh the requirements in any order. We can see the gross weight of the job increase as we weigh these out.

Batching - V5 Traceability

Once we have completed these 5 steps, we will be direct to remove the container from the scale:


After we have done this, the process will repeat itself after we select another commodity to weigh out 5 times. Once we have completed these steps for each commodity our session will be complete and we will be returned to the main job select screen. If we then go back to ‘Common Ingredients’ again, we can complete the remaining 5 batches.

4. Bulk Batching

For information on batching using a bulk dispenser please click here. This is not the same as using the system’s bulk units that will be discussed below.

Bulk batching is a function that can be used with both vertical and horizontal batching, and utilizes bulk units to enable whole bags/packs of commodities to be used and recognised by the system without the need to weigh them out. The system will then calculate the remainder quantity required once all bulk units of the commodities being used have been taken into account.

If we take the same formula we used above, but increase the quantities required, we can see how this works. For this example, all the commodities have bulk bags of 50lbs set against them in commodities.


If we go ahead and schedule a batch of this modified formula we can see the bulk function in action. The batching process will start in the same way(s) we have seen above, but when we come to the first weight step for 70lbs of sugar, we can see that instead of being asked to weigh the whole 70lbs, we are instead asked to add 1 bag @ 50lbs (our bulk unit).

Batching - V5 Traceability

We can then use to key entry panel here to confirm that we are adding one bag, after which we can proceed to the next step, where, with the Terminal loaded with the default ‘combined’ bulk mode, we will be asked to weigh out the remaining 20lbs.

Batching - V5 Traceability

The batch will then proceed in this fashion, so for the next step, we will be asked to add 2x 50lb bags of flour then to weigh out the remaining 20lbs. Finally, we would weigh 40lbs of eggs, as this quantity did not meet the bulk unit threshold of 50lbs. After this the batch will be complete and a batch label can be printed.

4.1. Bulk Vs Remainder

As indicated above, with the Terminal set to the default ‘combined’ bulk configuration, the system will first ask for the bulk unit, then the remainder, adding them to the same container. However, this can be setup in a couple of different ways depending on the way the warehouse functions, allowing us to split these functions over multiple Terminals.

-Bulk Mode

Setting the Terminal to ‘bulk mode’ will only allow that Terminal to add the bulk elements of the batch to the job. So, in this example, we would only be able to add 1x bag of sugar and 2x bags of flour. The remainders will be ignored by this station. This could be handy for Terminal stations that might not have scales attached, such as conveyer belt/bag drop/mixer station setups.

-Remainder Mode

Setting the Terminal to ‘remainder mode’ will only allow the Terminal to weigh out the remaining required quantity of our commodities once the bulk units have been subtracted. So, in this example we are using here, we would only be able to weigh out 20lbs of both sugar and flour, and then 40lbs of eggs. This could be used at a ‘pre-scale’ terminal, and could be done a day or two before the bag additions are made, palletized and set ready for the job.

Contact SG Support for help configuring these different bulk modes.

5. Bagging & Collation in Batching

Another way we can batch in V5 Traceability is to make use of the bagging modes. These allow us to perform the batching of certain formulas at one Terminal, and then for the collation of these with other commodities or formulas at another. This can be useful for dry/wet style batching, where we might want to weigh all our dry components and then collate them at a different Terminal with the wet components.

Let’s see how this works. If we take our example formula we’ve been using so far, we can take our existing formula as the ‘dry’ steps, and then create another formula which features this as a submix as well as 5lbs of water as the wet component. We are also going to use the ‘schedule’ checkbox in the formula steps to schedule the production of the ‘Test Batch’ whenever we produce ‘Test Batch (Wet Additions)’.


Also note how we have set the production locations of these formulas to ‘BAGGING’ for ‘ZPST1’ and ‘COLLATION’ for ‘ZPST1-W’. This helps to separate production in our facility, keeping the wets to one area, and the drys to another.

To make this work correctly, we need make sure that the production locations of our two Terminals are also set to our ‘BAGGING’ and ‘COLLATION’ locations. This can be done in the ‘App Licenses’ tab of Control Center.


Finally, the Terminals must be configured correctly for this type of bagging mode. Contact SG support for help setting this configuration.

With this setup complete, we can then proceed to our Terminals to see this in action. At our ‘bagging’ terminal, we will see the submix formula waiting to be batched.

Batching - V5 Traceability

From here we will process the batch in as normal (we could use vertical or horizontal batching styles for this), but after each weigh step, a bag label will be printed which can be attached to the container (or bag) that this commodity has been weighed into. Container changes between these steps can also be mandated in the Terminal configuration, or the operator can do this manually via the ‘Actions’ menu.

Batching - V5 Traceability

Bag labels can be customized as with any label in V5 Traceability, to include barcodes and human readable elements that will identify the bag/batch number and contents for collation. An example of one of these labels can be seen below.


Once we have weighed out our dry formula at the ‘bagging’ station, the batch will show as complete on this Terminal and a batch label can be set to print. We can then move to the ‘collation’ station to complete this job.

At first we will see a similar view on the scheduled jobs tab as we did on our first Terminal, but once we select this job, we will be asked to scan each of our bags that we produced at the bagging station. Bag numbers can also be entered manually, though this can be restricted to a scan only action through Terminal configuration. As we proceed to scan the bags we will see a live view of how many we have already scanned and what still needs adding to this job.

Batching - V5 Traceability

After all bags are scanned onto the batch, we can then add our wet element (water) to complete the batch.


After we have done this, the final batch label can be printed and the job will be flagged as complete.

We can also utilize bagging modes in a slightly different way that would allow us to collate commodities at the collation station in an order set in the formula steps of the main collation formula. So in this example we have just completed, if we wanted to add the sugar and flour, followed by water before finally adding eggs, we could make use of this additional mode to allow for this to happen.

6. Batching Using Mix Containers

Batching using mix containers can be useful for batches or products that contain submixes. Use of these modes allows submixes to be prepared at one station and batched into a specific mix container. This mix container will then be requested by another Terminal which will weigh the rest of the required commodities and collate the submix. If we take our Safron Kulfi formula from the Formulation and Scheduling guides, which contains the ‘Chocolate Toppings’ submix, we can see how this works.


For the purposes of this example, we will have the chocolate toppings being made by one Terminal, and then collated at a second. More information on how locations affect production can be found here.

At the first Terminal we can select our chocolate toppings batch as we would normally, but before we are asked to weigh anything, we will have to specify a ‘Mix Container’ number.


Mix containers can be created in Control Center, and must be designated as the ‘Batch Mix’ type of container to be eligible for use with this process. These containers can then be barcoded and scanned onto and off jobs as needed.


When presented with the following screen, we can either scan our container, or manually enter its code.


After we have done this, and if the container is available, we will be taken to the main batching screen. If the container is still in use for a previous job then the system will tell us and give the option to clear the container’s association with the previous batch it was used for.


We can then continue to create our chocolate toppings as normal, after which a batch label can be printed. We can then go to our second Terminal where we will collate this submix with the rest of the required commodities.


Our batch will proceed as normal, except when it gets to the collation stage (determined by the formula step order set when the formula was created), at which point it will ask us to scan or manually enter our mix container.


Again, we will select/scan ‘MC1’ for this. We can then add this submix, in this case via key entry as the weight of this submix will have been weighed correctly at the previous batching stage.


We then get the option to clear down the mix container.


Since we are only making 1 batch here, we will do this. Obviously if we are making several batches then we wouldn’t do this and continue to use this container to add more of the submix for subsequent batches.

7. Additional Batching Functions – Operational Modes

7.1. Master Batch

Master batch is an Operational Mode (or ‘Op Mode’) option we can select when we set up a formula in Control Center. The default option is ‘Standard’, but if we use the drop-down menu in the ‘Op Mode’ column, we can select ‘Master Batch’.


What we are affecting here is the assignment of batch numbers in production. In the standard mode, each batch will be assigned its own batch number. This means that if we schedule 5 batches for a job under the standard mode, they will all have different batch numbers. Doing the same under the ‘Master Batch’ mode however, will result in all 5 batches in the job having the same batch number.

Under master batch, the batch number will only change once we move on to another job.

7.2. Super Batch

‘Super Batch’ is the latest Op Mode available in V5 Traceability and can be found in the same drop-down menu in newer versions of Control Center.


Super batch essentially works the same as master batch in terms of giving all resulting batches from a job the same batch number, but it allows the scheduler to split batches according to min/max/base size, and schedules individual batches where master batch would just schedule 1 in production plan -> batch view.

These individual batches will have their own batch record, but will be grouped under the first batch number used when entered into inventory.

7.3. Continuous

Continuous is another ‘Op Mode’ option that we can select when setting up a formula in Control Center. Using the same drop-down menu as in the discussion on master batch above, we can select it and see how this mode works in a very basic sense. Here we are going to work with a simple formula for turning raw carrots into cooked ones.


Scheduling a batch of this formula now, we can see in Terminal that when we select the job to process, instead of heading straight to the main weighing screen, we are instead shown the following screen, which shows our required commodities along with any instructions entered against the formula.


After highlighting our raw carrots commodity, we can then proceed to the usual weighing screen. In continuous mode, this screen now works slightly differently to how it would in previous examples. Instead of commodities being consumed and a set weight of a formula being produced automatically, here we have to specifically tell the system what we are consuming and producing. So, let’s can go ahead and weigh up 10lbs of raw carrots.


From here we will be returned to the previous screen, where, if we were dealing with a more complex formula, we could add more commodities. Here however, we are going to hit the green check again to return to the weighing screen. We can note here that we have not actually produced anything yet, something we can check by looking at our inventory in Control Center. If we make a note of the batch number at the top of the previous screen we can see that this batch is not present, i.e. nothing has been produced for it yet.


So how do we tell the system what we have produced? Let’s say we’ve taken our 10lbs of raw carrots, peeled and washed them, and then cooked them. We can then weigh these carrots again, either on the scales attached to this Terminal, or at a different one. If, for example, we end up with 7.5lbs of cooked carrots produced from this, we can tell the system this by hitting the ‘Produce Stock’ button under the ‘Actions’ menu.


We can then enter the desired weight via key entry:


We can then see in Control Center that this batch has now appeared, with 7.5lbs entered against it.


We can then proceed to repeat this process as many times as we like, consuming more raw carrots and producing more cooked ones. When we are done we can hit the red X at the bottom of the Terminal window to complete the batch.


7.4. Partial

The final batching ‘Op Mode’ option we can look at here is ‘Partial’, and as with the other options above, this can be selected by using the drop-down menu in that column.


So, let’s schedule a batch of this formula with this setting and head to Terminal. We can select the job as normal, but before we get to the weighing screen, we will be asked the quantity to produce. In this example 60 is the batch size, so we can enter any value between 0 and 60. Let’s go for 40lbs.


We will then put a container on the scale and produce the batch as usual. The main difference here is that instead of default 60lbs that would have been produced by default, 40lbs will be produced instead, so the batch requirements will be 2/3 of what they would be for the full batch.


8. Additional Batching Functions – Production Styles

Production styles in V5 Traceability apply to batch production and is used to select how we define the output of a batch. There are 3 options that we can use here, which we will look at now.

8.1. Calculated

This is the default production style that will be assigned to formulas. If we take our example test formula we can see how this works.


Then we can see that 20lbs of each commodity is required, with a tolerance of 0.1 either way. When a batch of this is sent to the Terminal for production, the operator will be allowed to weigh between 19.9 and 20.1lbs of each commodity. When the batch completes, the system will automatically add up all these weights and calculate the final weight of the batch, which could be between 59.7 and 60.3lbs.

8.2. Input

If we use the drop-down menu in the ‘Production Style’ column, we can select ‘Input’ from the list.

Batching - V5 Traceability

The batching process for this will work exactly the same as it would for ‘Calculated’, but instead of the system automatically producing the final batch weight, the operator will be asked to key this in using the on-screen keyboard.

Batching - V5 Traceability

This keyed in amount will then be recorded as the batch’s final weight.

8.3. Weigh

Again, using the drop-down menu, we can select ‘Weigh’ as our production style option.

Batching - V5 Traceability

Similar to Input, the batching process will remain the same, but at the end of the batch, the operator will be presented with a scale screen and asked to weigh the produced batch. Tare controls can be used to offset any container weight etc.

Batching - V5 Traceability

Once they weight the final batch and hit ‘Enter’, the weighed amount will be recorded as the batch’s final weight.

9. Batch Expiry

When a batch or product is produced in Terminal, the system will automatically assign an expiry date to it. This can be calculated in a couple of different ways, depending on the assigned ‘Expiry Mode’.


This is the mode that the system will assign to formulas by default, and works off the ‘Expiry Days’ column in the ‘Formulas’ section of Control Center.

Batching - V5 Traceability

With fixed mode selected, the expiry of the batch/product will be dictated by the number entered in ‘Expiry Days’. In this example, a batch of Saffron Kulfi will be set to expire 365 days after it is produced.


Instead of having a fixed expiry, we can use the drop-down menu in the ‘Expiry Mode’ column to select ‘Dynamic’.

Batching - V5 Traceability

This now means that, instead of setting the expiry date from the number in ‘Expiry Days’, the batch or product will take its expiry date from the earliest expiry date of any of the commodities used. We can learn more about how the expiry dates of commodities are set here.

If we are producing a batch or product that features an already produced submix, the expiry date of this submix will also be included in this calculation.

10. Batch Edit

Once batches have been completed in Terminal, V5 Traceability offers the ability to revisit previously completed batches and perform edits on any of the steps involved. This is done on the ‘All Formulas’ tab on Terminal (1).


The operator (provided they have the correct permissions) will then be able to select the formula for the batch they wish to edit (2), and then hit the yellow pencil icon (3) to proceed to the batch edit screen.

They would then be taken to a list of visible, previously completed batches for this formula (a time limit can be placed on this).


In this case let’s take the lastest batch (1) and hit the green check (2) to proceed with editing. We will then be presented with a list of the formula steps and the targets achieved for them. We would also see any relevant images/descriptions/instructions for the formula here. These are not present in this example.


From here we can highlight a formula step and hit the green check again to proceed to our batch edit options.


The first option we have here is to simply add more of that particular commodity for that step.


From here we will be asked to ‘Enter Adjustment Quantity’, so here we will add another 0.2lbs to our 1lb that was originally used in the batch.


We will then be asked to put the batch container back on the scale, choose an appropriate lot of our Saffron Threads, and then weigh out the extra 0.2lbs. We will then be returned to the main batch edit screen, where we can select other steps to edit, or we can complete the batch again by using the green check in the bottom right.


Note here that the adjustment that we made is added to the ‘achieved’ weight.


As we saw above, we also have the ability to ‘Replace’ the lot of a specified commodity (if this is possible with our batching methodology), so let’s see how that works now. Let’s try this with our condensed milk step.


After selecting the step and hitting the green check here we would then choose ‘Replace’.


As above, we will first be asked to enter an adjustment quantity. Let’s imagine that for this batching method we are bagging items before a later collation step, and that we actually want to have 13lb of condensed milk rather than 14lbs. Hitting replace will again ask us for an adjustment quantity, but here this will effectively replace the target weight for that step.


We would then be asked to select a lot and directed to weigh out the adjustment. Note again that we are weighing the full step, rather than adding more as above.


Again, once this is complete we will be sent back to the main batch edit screen. We can see that the achieved amount has now been replaced by our adjustment.


We can repeat the steps above for additions and adjustments until we are happy with the new batch composition. We can then hit the green check in the bottom right once more and complete the batch.


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