This report shows Customers, Stock On Hand and Suppliers of selected product lots and batches. Product batches can be bought from external suppliers, or assembled/produced from components by your organisation.
Use this feature to track your lot/batch/serial number usage from Purchase/manufacturing through to Sell. Prepare recall letters for customers in case of a Recall event.
Users can have read-only or full access to these reports with the Inventory Reports permission.
NOTE: A product will only appear in the Batch/Lot Recall dropdown selection list if it has been sold. If you need to trace the stocks, utilise the Inventory Movement Details Report instead.
Check Customers
Enter a product name, batch number, lot number or serial number to bring up a dropdown list of options. Select Show to display results. All customers with an affected sale order, fulfilled or unfulfilled, will be displayed on the Customers tab. Customers who bought finished goods which include the recalled product will also be listed here.
Customers who bought the recalled product will be listed along with their contact details, the quantity sold and a link to the relevant sale. Customer data can be exported in CSV format by clicking Export.
Send a recall letter
Click Print → Recall Letter to download recall letters for every affected customer in docx format. Only customers whose sale was fulfilled will be included in the recall letter.
Recall Letter templates can be customised from Settings → Document and Email templates. See Manage Document and Email templates for more information.
Check Stock on Hand
Enter a product name, batch number, lot number or serial number to bring up a dropdown list of options. Select Show to display results.
All locations with quantities of the recalled product will be displayed, including on hand quantities and any allocated quantities. Finished goods which include the recalled product as a component will also be listed here. Stock on Hand data can be exported in CSV format by clicking Export.
Check Suppliers
Enter a product name, batch number, lot number or serial number to bring up a dropdown list of options. Select Show to display results. Suppliers who sold the recalled quantity, their contact details, and quantity sold will be displayed.
Check Usage in Production
Enter a product name, batch number, lot number or serial number to bring up a dropdown list of options. You will need to check the Show related checkbox to display the Used In tab - this will show all finished products that the selected product has been used in. Select Show to display results.
All finished products where the selected product batch was used during production are shown with batch/serial number and expiry date. For more detailed component traceability, please see Production Component Tracking and Traceability.
FAQs
How can I add sales task ID or invoice numbers to the lot recall letter template? I can not find required mergefield value in your mailmerge fileds manual.
Unfortunately no customisation mailmerge fields are available for Recall Letter template, user can only customise text if required. This can be raised as a feature request on our forum and considered for future development releases.
Can you tell me why this report is not showing any supplier for this product whereas it is showing stock on hand as well as finished goods records and sales orders for customers?
If the units came from stock adjustment, there will be no supplier attached to the batch and thus no supplier details will show on Lot Recall.
How can I create a report which shows which product /LOT number was sold when to which customer?
Unfortunately there is no report that can provide you a list of orders with Lot numbers attached. This can be raised as a feature request on our forum and considered for future development releases. You can run a Customer Order by Product report, this report will provide product ordered by customer however Lot number is not provided.
Still no answer to your question? Please do not hesitate to get in touch with DEAR support.