Follow each batch and serial number from receipt to customer.
Batch and serial tracking puts a number on what you make or buy, then follows it out to the customer. A batch carries its date and shelf life, and a machine or a pump carries a serial of its own. Asking who received a bad lot takes a minute, and a warranty claim no longer depends on a bill the customer lost two years ago.
A chemical arrives in three drums from two suppliers, and the mixing operator uses whichever is open. When a dealer calls about a bad lot, somebody walks the warehouse reading labels, and the answer is a guess.
A batch number is given when the material is received or when the lot is made, and it travels with the stock. Issues, bills and despatches carry it. Pieces that deserve a number of their own, such as an inverter or a pump, get a serial instead, and that serial stays on the invoice and on the service history.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- Batch numbers jotted in a register
- A box of warranty cards
- The storekeeper’s memory of which lot came earlier
The problems this is meant to ease.
What batch and serial tracking does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Choose what gets numbered
You tell us which items carry shelf life or serials. We write back how each will be numbered.
Mark the receiving point
The storekeeper shows how goods arrive. You get a goods receipt screen to try, with a field for the supplier’s lot.
Bring in opening stock
Send current stock. A trial import comes back with gaps listed for the team to fill, using whatever batch details exist.
Practise issue and sale
Counter and service staff practise. They issue by batch and look up a serial, and you get a trained group and a corrected import.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Stock held beyond its expiry date, by item
- Sales and issues carrying a batch or serial, against all lines
- Time taken to list the customers for a batch, as tried in a drill
- Warranty claims settled from the record, against those needing a paper bill
- Stock differences found at count, by batch
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Goods receipt
- Stock
- Quality control
- Invoice management
- Job cards
Products that include it.
How we would put it in.
Questions owners ask about batch and serial tracking.
We sell loose. Can we still keep batches?
Yes, at the level you actually handle: the drum, the bag or the day’s run. Tracking finer than you can physically separate in the warehouse only creates data nobody believes.
Is any of this already in your products?
Consumable stock in our Spa Management System carries batch expiry dates, and Jewellery Retail Management Software follows each piece by its tag and weight. Other trades get the same idea fitted to their unit.
Does the batch print on the invoice?
Yes, on the line it was sold from. Dealers ask for this most, because their own customers ask them.
Is a register enough if we make one product?
It can be. With one product, one supplier and a shop you can see across, the register works. Two suppliers of the same input is where it starts to fail.
What affects the price of batch and serial tracking?
Scope sets it. Items needing numbers, sites holding stock and links to goods receipt, invoicing and job cards drive the price. Label printing and barcode reading add work. Counting by batch can wait for a later stage.
What decides when batch tracking becomes usable?
Item list and opening stock. The working set covers batch capture at receipt, issue by batch and a serial lookup. You supply the item list and a stock count, and the proposal sets dates.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle batch and serial tracking today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements