Inventory
How to track batches and serial numbers
IndustryX Suite Team 1 min read Advanced
Available in Professional and above
When to use which
Use batch tracking when many units are made or bought together and share dates or quality. Use serial number tracking when each unit must be identified, such as a machine with a warranty.
Step 1: Mark the item
Mark the item as batch-tracked or serial-tracked in its master record. Do this before you have stock, so every movement carries a number.
Step 2: Assign numbers on receipt or production
When goods are received or finished, enter the batch or serial numbers with the quantities.
Step 3: Pick by batch or serial
When selling or issuing, choose the batch or serial numbers, so the document shows exactly what left.
Step 4: Trace
If a problem appears, search for the batch or serial number to see where it came from and which customers received it.
Tip
Keep a consistent numbering format, for example date plus line, so numbers are readable on the shop floor.