Batch and serial number allocation automation

Purpose

1.1. Automate batch and serial number allocation to inventory items, ensuring every disability equipment item is traced from supplier to end-client in compliance with legal and safety mandates.
1.2. Automating this process reduces human error, speeds up stock management, and integrates automated quality assurance checks, inventory tracking, and recall management suitable for wholesale medical supplies and disability equipment.
1.3. Enables automated end-to-end traceability—automated allocation at goods receipt, restocking, order fulfillment, and returns.

Trigger Conditions

2.1. Automated trigger on receipt of supplier ASN (Advanced Shipping Notice) or goods-in event in ERP.
2.2. Automatedly triggered when creating new inventory lots or opening new stock in warehouse management applications.
2.3. Automator initiates allocation on PO receipt upload, barcode/QR code scan, or API webhooks from e-commerce/ERP systems.

Platform Variants

3.1. SAP S/4HANA
• Function: Batch/Serial Number Management in Materials Management.
• Configuration: Set automatic batch allocation in MIGO and configure serial number profile in MM17.
3.2. Oracle NetSuite
• API: InventoryNumberedInventoryItem and InventoryAssignment API.
• Configuration: Automates batch and serial allocation via saved search triggers.
3.3. Microsoft Dynamics 365 Supply Chain Management
• Feature: Inventory Management Module—Batch/Serial Number Groups.
• Configuration: Auto-allocation rule set under Tracking dimension group.
3.4. Zoho Inventory
• API: Item Batches and Serial Numbers API.
• Configuration: Configure “Automation Rules” to assign numbers when PO/GRN event occurs.
3.5. QuickBooks Commerce
• API: Batch Tracking and Serial Number API.
• Configuration: Automate serial/batch assignment on stock receipt using automation flows.
3.6. Fishbowl Inventory
• Feature: Part Module—Auto Serial/Batches.
• Configuration: Auto-allocation toggle in receiving and assembly processes.
3.7. Odoo
• API: Stock Quant Model (stock.quant) and Serial Number Allocation API.
• Configuration: Automated actions on “Receipt Validation.”
3.8. Unleashed Software
• Feature: Batch Number Tracking Automation.
• Configuration: Enable “Auto Assign Batch” for goods-in.
3.9. SAP Business One
• API: SerialNumbers and BatchNumbers objects.
• Configuration: Automation in Item Master Data > Inventory Tab.
3.10. Infor CloudSuite Industrial (SyteLine)
• Feature/API: Serial & Lot Tracking—Auto-assignment on transactions.
• Configuration: Workflow automation on Job Receipt or Shipment entry.
3.11. TradeGecko (QuickBooks Commerce)
• API: Batch/Serial API endpoints.
• Configuration: Automated assignment during stock intake using webhooks.
3.12. Epicor Kinetic
• API: Lot/Serial Bulk Allocation endpoint.
• Configuration: Auto-allocate batch/serial via customizable workflows.
3.13. Xero Inventory
• Feature: Automated Inventory Management Add-ons (e.g. Cin7, DEAR).
• Configuration: Set rules for autogeneration of serial/batch per goods-in transaction.
3.14. Shopify Plus
• API: Product Variant and Inventory API.
• Configuration: Automate via Shopify Flow to add serial/batch metafields on sale/receipt.
3.15. Salesforce Commerce Cloud
• Feature: Serialized Inventory Tracking.
• Configuration: Automated assignment via Process Builder/Flows mapping to SKU.
3.16. Sage 200cloud
• Feature: Stock Control>Batch/Serial Automation.
• Configuration: Automated entry assignment at goods receipt batch input step.
3.17. Lightspeed Retail
• API: Item Serial Numbers API.
• Configuration: Auto-allocate serials at new stock entry via automation settings.
3.18. Syspro
• Feature: Traceability and Lot Tracking.
• Configuration: Auto-assign in Inventory Transactions > Lot Attributes.
3.19. JD Edwards EnterpriseOne (Oracle)
• Feature: Inventory Management—Lot Control Automation.
• Configuration: Auto batch/serial allocation using P4108 process.
3.20. Pronto Xi
• Feature: Serial/Lot Tracking Automation.
• Configuration: Automate allocation on goods receipt, enabled via Warehouse Module.

Benefits

4.1. Automates and standardizes batch/serial allocation for regulatory compliance (medical traceability).
4.2. Automatedly reduces manual input, improving speed and reducing resource cost.
4.3. Enables automated inventory recalls by batch/serial number, improving patient safety and inventory accountability.
4.4. Improves supply chain efficiency through automated, error-free data entry.
4.5. Facilitates end-to-end traceability by automating and integrating serial tracking with sales, warranty, and service modules.
4.6. Enhances auditability and reporting via automated data logging of batch/serial events.