Use case

Lot & Serial Tracking

Trace regulated inventory with scan prompts, quarantine flows, and audit trails.

Standardize lot and serial control with workflows, metrics, and coaching prompts your team can trust.

When to use lot & serial tracking

Use lot and serial tracking when you need traceability for compliance, warranty, or quality management - common in supplements, electronics, and medical supplies.

Lot & Serial Tracking interface
Lot & Serial Tracking interface

How to implement

Follow these steps to configure lot & serial tracking in your warehouse.

  1. 1

    Configure items for lot tracking, serial tracking, or both

  2. 2

    Capture lot/serial numbers at receiving with expiration dates

  3. 3

    System enforces FIFO picking based on lot expiration

  4. 4

    Track lot/serial through shipment for full traceability

Expected results

100%

Lot traceability from receipt to ship

0

Expired products shipped with FIFO

<1 hr

Time to generate recall report

Best practices

Lessons learned from successful implementations.

Do

  • Capture lot/serial at receiving, not later
  • Set expiration alerts before product expires
  • Review lot reports weekly for expiring inventory

Don't

  • Disable FIFO enforcement to clear older inventory faster
  • Ship product past expiration date
  • Mix lots in the same location without system tracking

Frequently asked questions

Can we require serial scans at pack-out?

Yes. Configure validation rules so orders cannot close until serials are confirmed.

How do we handle mixed lots?

Guided prompts enforce putaway by lot, and the system alerts operators if totes mix incompatible batches.

Is historical traceability stored?

Every movement keeps timestamps and user IDs, giving you an audit trail from receiving through shipping.

Ready to implement lot & serial tracking?

Start your free trial and configure this workflow in minutes.