One click from any lot code to its full story.
Lot traceability isn't a separate module â it's woven into every transaction. Forward and backward tracing works from raw material origin through manufacturing to the order it shipped on.
End-to-End Lot Tracing
One click from any lot code to its full story â from raw material origin through manufacturing to the order it shipped on.
Forward tracing starts from a raw material lot and finds every finished product it was used in -- via movement records where movement_type is raw_material and related_finished_product_id is populated. This lets you answer the critical question: if a raw material is compromised, what finished products did it go into and what customer orders were they shipped on?
Backward tracing starts from a finished product and finds every raw material lot consumed -- querying movements where related_finished_product_id matches. The full traceability chain runs: Vendor → Purchase Order → Raw Material Lot → Manufacturing → Finished Product Lot → Order Assignment → Shipment. Every link in the chain is queryable through the trace API endpoints.
Trace API endpoints return lot details including location, quantity, expiration, and quarantine status, plus the complete movement history. Conversion history tracks lot repackaging with source and target product mapping. The quarantine impact endpoint shows how quarantining a raw material lot affects downstream finished products and orders. Per-product traceability handles lots containing multiple products, grouping by product_id to show separate chains. For lot management, see Inventory. For manufacturing linkage, see Production. For order assignments, see Orders.
- Forward tracing: raw material → finished goods → orders
- Backward tracing: order → finished goods → raw materials
- Full chain: vendor → PO → lot → manufacturing → product → order → shipment
- Lot genealogy across all transactions
- Quarantine impact analysis
- Conversion history tracking
- Per-product traceability for multi-product lots
How It Works
Start from any raw material lot code and trace forward -- see every finished product it contributed to, and every customer order those products shipped on. The system follows movement records where raw materials were consumed in manufacturing, linking each consumption to the resulting finished product via related_finished_product_id.
Start from any customer order and trace backward -- see every finished product lot assigned to it, every raw material lot consumed in manufacturing those products, and the vendors those materials came from. The full chain is always one click away because every manufacturing transaction links consumed raw material movements to the finished product.
When a quality issue arises, use quarantine impact analysis to see all downstream products and orders affected by a specific raw material lot. The system identifies which finished products contain the raw material, which orders those finished products were assigned to, and the current status of each. This gives you the information needed for a targeted recall without shutting down unaffected product lines.
Modules Used
This feature is powered by these NovexERP modules.
Related Features
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Explore → PRODUCTIONBOMs & Work Orders
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Explore → ORDERSOrder Lifecycle
End-to-end order management with lot assignment, invoice generation, and fulfillment tracking.
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