Batch Tracking

The Procurement module captures supplier batch information for complete supply chain traceability.

Why Batch Tracking

Traceability

Track products from supplier through:

• Purchase receipt
• Inventory storage
• Production consumption
• Finished goods

Expiration Management

Monitor best-before dates:

• FEFO picking support
• Expiration alerts
• Quality management

Supplier Quality

Link quality issues to:

• Specific supplier batches
• Delivery periods
• Supplier performance

Batch Information

What to Record

For each purchase order line:

When to Record

Capture batch information:

• When creating the PO (if known)
• Upon receipt from supplier
• From delivery documentation

Recording Batches

On Purchase Order

1. Create or open PO
2. Add order lines
3. For each line, add:
   • Supplier lot code
   • Best-before date
4. Save the order

Multiple Batches Per Line

When one line has multiple batches:

• Create separate lines for each batch
• Or receive in multiple receipts
• Each batch gets unique tracking

Traceability Chain

From Supplier to Production

Supplier Batch
└── Purchase Order Receipt
    └── Inventory Item
        └── Production Job (Material)
            └── Finished Goods Lot

Viewing Traceability

Access batch information from:

• Purchase order details
• Inventory item view
• Production job materials
• SimpleMOM traceability

Integration with Other Modules

SimpleMOM

Production uses batch data:

• Raw materials show supplier batches
• Finished goods link to source batches
• Full forward/backward traceability

SimpleWMS

Inventory items include:

• Supplier lot reference
• Best-before date
• Original PO reference

Automation

Trigger workflows on:

• Batch expiration approaching
• New batch received
• Quality issue recorded

Best Practices

Data Quality

• Record exact supplier codes
• Verify dates from documentation
• Don't guess batch information
• Keep records complete

Process

• Capture data at receipt
• Verify against supplier paperwork
• Update if corrections needed
• Maintain audit trail

Expiration Management

• Review approaching expirations
• Use FEFO in picking
• Plan usage before expiry
• Dispose of expired properly