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Batch/Lot Tracking

Batch/Lot Tracking in PrismERP enables businesses to monitor and trace inventory items based on unique batch or lot numbers. This is essential for industries that require tight quality control, traceability, and regulatory compliance—such as pharmaceuticals, food & beverage, manufacturing, and chemicals.

By enabling batch/lot tracking, companies can manage product expiration, handle recalls efficiently, and maintain high levels of accuracy in inventory management.

Key Features​

1. Unique Batch/Lot Numbering​

  • Auto or manual batch/lot number generation
  • Configurable format per product or product group

2. Expiry & Manufacturing Date Management​

  • Assign manufacturing and expiry dates to each batch
  • Report alerts for approaching expiry

3. Traceability​

  • Track a batch’s journey across to Purchase Warehouse Production Sales Return
  • Supports forward and backward tracking

4. Integration Across Modules​

  • Seamless integration with: Inventory, Sales, Purchase, Production, and QC modules

5. Quality Control​

  • Link test results or inspection status to specific batches
  • Restrict usage of failed lots

6. Reporting & Audits​

  • Batch-wise stock reports
  • Batch history and transaction trail
  • Audit logs for batch operations

Key Benefits​

  • Enhanced Traceability Track defective or expired products back to their source batch for root cause analysis

  • Regulatory Compliance Meets compliance standards in industries like pharma, food, and chemicals (e.g., GMP, HACCP, ISO)

  • Improved Quality Assurance Link quality control checks to specific lots to ensure product consistency

  • Inventory Accuracy Reduces mismatch in stock through controlled movement of specific batches

  • Efficient Recall Management Easily identify and isolate affected batches in case of recalls

Step-by-Step User Guide​

Step 1: Enable Batch Tracking for Products​

  • Go to Inventory Product Master
  • Select a product
  • Check "Enable Batch Tracking"
  • Set rules for batch number generation, expiry tracking, etc.

Step 2: Receive Goods with Batch Details​

  • Navigate to: Purchase Delivery or GRN
  • Enter or auto-generate batch number
  • Provide manufacturing/expiry date (if applicable)

Step 3: Batch Movement in Warehouse​

  • While transferring, issuing, or adjusting stock, select the batch
  • Use Batch-wise stock view to verify availability

Step 4: Sales & Delivery​

  • During sales order or delivery, system prompts for batch selection
  • Supports FIFO, LIFO, or manual batch picking

Step 5: Production & Consumption​

  • In the Production Module, issue materials batch-wise
  • Final products can also be assigned new batches

Step 6: Return/Recall Management​

  • Use Batch Traceability Report to find all transactions
  • Initiate return or recall processes accordingly

Step 7: Reporting & Monitoring​

  • Navigate to: Inventory Reports > Batch Report
  • Generate reports by product, batch number, expiry status, or transaction history