Serial No and Batch Traceability Report
In ERPNext v16, the Serial No and Batch Traceability Report lets you keep track of everything that occurs to items that are handled with Serial Numbers or Batch Numbers. This includes when they move, when they are utilised, and when they are no longer needed. This report helps businesses remember everything they do, such as buying things, creating things, keeping things, and selling things. This is especially vital for fields like medicine, food processing, electronics, and manufacturing, where following the Regulations, monitoring quality, and dealing with Recalls are all very important.
You can navigate back, ahead, or both ways in the report to see where an item came from, how it was utilized, and where it ended up.
There are two basic ways to keep track of things in this report.
Click the link below to see the Serial No and Batch Traceability Report:
Tracking Serial No and Batch for Stock > Serial No and Batch Traceability Report
On this screen, you may use filters like Item, Serial Number, Batch Number, Date Range, Warehouse, and Traceability Type to get more specific results and watch how products move in greater detail.
Backward Traceability
You can utilise Backward Traceability to see where a Batch or Serial Number came from and where it went. With this method, you can find out how a batch or finished item was manufactured and what pieces or raw materials were used to make it.
You can use the Backward Traceability filter to:
- Find out what raw materials, sub-assemblies, or parts went into making a certain batch or serial number item.
- You can find out where the item was bought by looking at the Purchase Invoice, Purchase Receipt, or Supplier.
- Check out the Stock Entries, Work Orders and Job Cards that have to do with creating stuff.
- Check out how the item travelled through warehouses before it got to where it is now.
It’s extremely useful for quality checks, figuring out what’s wrong, and obeying the rules, as it’s crucial to know exactly where supplies originate from.
Forward Traceability
You can utilize Forward Traceability to find out where and how a Serial Number or Batch is used after it has been received or made.
You can perform the following with the Forward Traceability filter:
- Learn where an item with a batch or serial number was sold, transferred, or used.
- Find the Customer, Delivery Note, or Sales Invoice that the item was sent to.
- Pay attention to what’s going on in your firm, such when resources are transferred, work is outsourced, or things are manufactured.
- Find out right once which customers and sales are affected by product recalls.
This plan is highly useful when you need to know how bad or non-compliant materials affect how items move.
Traceability in Both Directions
The Backward and Forward (Both) Traceability option uses both ways to keep track of a Serial Number or Batch from the beginning to the end.
This option lets you perform the following:
- You can observe how something is manufactured, bought, and then delivered.
- Find out how things travel from one phase to the next, such buying, making, storing, and selling.
- Do complete risk assessments, compliance checks, and audit trails.
- Get full visibility so you can choose what to do during investigations or when you wish to improve things.
This unified traceability view is great for businesses who need to keep an eye on everything that happens in their supply chain and have strong standards about quality and compliance.
The Serial No and Batch Traceability Report in ERPNext v16 helps companies maintain better track of their stock, make sure their goods are of excellent quality, respond quickly to audits, and handle recalls or investigations with confidence.
