Overview
The batch tracking system enables you to:- Track products by supplier lot numbers
- Monitor manufacturing and expiration dates
- Identify batches by unique batch numbers
- View expiry status for each batch
- Manage product recalls by batch
Adding product batches
To add a new product batch:Enter batch details
Fill in the following information:
- Manufacturing date: When the product was manufactured
- Expiry date: When the product expires
- Supplier lot number: The supplier’s lot/batch identifier
- Quantity: Number of units in this batch
BATCH-20260228-143052-742
Batch information
Each batch record contains:- Batch number: Auto-generated unique identifier
- Product: The product this batch belongs to
- Quantity: Number of units in the batch
- Supplier: Source of the batch (defaults to “Manual Entry”)
- Lot number: Supplier’s lot number (optional)
- Manufacturing date: When the product was produced (optional)
- Expiration date: When the product expires (optional)
- Received date: When the batch was added to inventory
- Cost per unit: Cost for tracking purposes
Expiry status tracking
Batches are automatically categorized by expiry status:- CRITICAL: Expired or expires within 7 days (red badge)
- WARNING: Expires within 30 days (orange badge)
- CAUTION: Expires within 90 days (yellow badge)
- GOOD: More than 90 days until expiry (green badge)
Managing expired batches
When a batch reaches CRITICAL status:Create adjustment
The system automatically populates a stock adjustment form with:
- Adjustment type: EXPIRED
- Quantity: Negative value matching batch quantity
- Reason: “Expired batch: [batch-number]”
Viewing batch details
In the Expiring Products tab, you can view:- All product batches across your inventory
- Batch numbers and quantities
- Supplier information
- Expiration dates and days remaining
- Color-coded expiry status badges
Batch tracking best practices
For food and beverage
- Always enter expiration dates for perishable items
- Record supplier lot numbers for traceability
- Review CRITICAL batches daily
- Set up regular expiry checks
For pharmaceuticals
- Track both manufacturing and expiration dates
- Maintain detailed lot numbers from suppliers
- Follow FIFO (First In, First Out) inventory rotation
- Document all expired batch removals
For retail products
- Enter expiration dates for time-sensitive items
- Use batch numbers for warranty tracking
- Monitor seasonal product expiry
- Track batches for product recalls
Batch reporting
Batch information is included in:- Stock adjustment records
- Inventory count reports
- Expiration tracking reports
- Activity logs for audit trails