Automatic tracking and logging of batch/lot numbers for compliance

Purpose

1.1. Ensure every filter batch/lot is uniquely tracked from receipt to delivery, maintaining full traceability for each inventory movement.
1.2. Automate logging and compliance for regulatory audits and customer assurances.
1.3. Centralize and standardize batch/lot data across purchase, storage, and sales operations.
1.4. Prevent manual entry errors, rapid recall action, and compliant reporting for HVAC filter supply chains.

Trigger Conditions

2.1. New stock receipt entry in inventory management system.
2.2. Inventory movement (transfer, pick, or dispatch).
2.3. Sales order assignment or fulfillment.
2.4. Manual log update by warehouse staff.
2.5. Batch/lot scan via barcode or RFID event.
2.6. Scheduled compliance audit checkpoint.

Platform Variants

3.1. SAP Business One
• Function: Use Inventory Management > Batch/Lot Number Transactions API
• Setting: Enable auto-capture on GRPO and delivery documents
3.2. Oracle NetSuite
• API: Inventory > Lot Numbered Inventory V2 endpoint
• Setting: Activate Lot Tracking & Inbound/Outbound API synchronizations
3.3. Microsoft Dynamics 365 Supply Chain
• Function: Inventory Journals > Batch Number Trace
• Setting: Configure Auto-Trace on item arrival/dispatch
3.4. QuickBooks Commerce
• API: /batches endpoint
• Setting: Map SKU to batch/lot for auto-log on goods-in transactions
3.5. Fishbowl Inventory
• Feature: Batch Tracking Module, Batch Receive Event
• Setting: Auto-log enabled per SKU with serial/batch tags
3.6. TradeGecko
• API: Batch Numbered Items endpoint
• Setting: Connect webhook to new batch creation
3.7. Zoho Inventory
• API: Serial and Batch Tracking (POST /batches)
• Setting: Batch auto-log enabled for select products
3.8. Cin7
• API: Inventory > Batch Product Tracking
• Setting: Live sync batch event to master compliance log
3.9. DEAR Systems
• Feature: Batch/Serial Number Tracking Auto Assignment
• Setting: Enable auto-log on GRN and sales fulfillment
3.10. Infor CloudSuite Industrial (SyteLine)
• Function: Inventory Lot Trace Utility
• Setting: Auto-forward to compliance history store
3.11. Unleashed Software
• Feature: Batch Number Tracking, Item Receipt trigger
• Setting: Enable automation on batch receipt entries
3.12. Priority Software
• API: Inventory Batch Logs
• Setting: Auto-log setting on item purchase and dispatch
3.13. Odoo
• Feature: Lot/Serial Number Automation
• Setting: Enable batch/lot assignment and logging on transfers
3.14. Epicor ERP
• Function: Lot Tracking, Batch Trace API
• Setting: Trigger auto-log on PO receipt and sales shipment
3.15. Sage X3
• API: Stock > Lots > Journal Entries
• Setting: Enable batch logging automation per item
3.16. SkuVault
• API: Batch Tracking
• Setting: Sync batch data on every inbound/outbound operation
3.17. Katana MRP
• Feature: Batch Number Tracking Events
• Setting: Connect webhook for auto-log on production/batch moves
3.18. Acumatica
• Function: Inventory Issues & Receipts, Lot Tracking
• Setting: Trigger batch record on every inventory register
3.19. Brightpearl
• API: Goods-in Events, Batch Number Receiving
• Setting: Activate webhook for real-time compliance logging
3.20. ShipHero
• Feature: Barcode/Batch Scan, Inventory Movement Logging
• Setting: Enable batch auto-capture on every transaction
3.21. BarTender
• API: Integration Builder for batch/lot print & log trigger
• Setting: Set up print event to write batch number to compliance system

Benefits

4.1. Reduces compliance risk, ensures audit-ready logs at all times.
4.2. Accelerates recall procedures with precise, real-time batch tracking.
4.3. Minimizes manual error and staff workload for data entry.
4.4. Delivers immediate batch traceability on any transaction.
4.5. Simplifies multi-system integrations and centralizes compliance data.
4.6. Strengthens supplier and customer trust with transparent, automated records.