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Serial & Lot Tracking

Track individual items and batches throughout their lifecycle.

Overview

Zora Tech supports two types of advanced inventory tracking:

  • Serial Number Tracking - Individual item identification
  • Lot/Batch Tracking - Batch management with expiration dates

Serial Number Tracking

What is Serial Tracking?

Serial number tracking assigns a unique identifier to each individual item. This enables complete traceability from receiving through shipping.

When to Use Serial Tracking

Use serial tracking for:

  • High-value items (electronics, equipment)
  • Warranty tracking (appliances, tools)
  • Regulated items (medical devices, pharmaceuticals)
  • Asset management (company-owned equipment)

Serial Number Lifecycle

Serial numbers transition through defined statuses as items move through the warehouse:

graph LR
    A[EXPECTED] --> B[RECEIVED]
    B --> C[IN_INVENTORY]
    C --> D[ALLOCATED]
    D --> E[PICKED]
    E --> F[SHIPPED]

    D -.Cancel.-> C
    E -.Return.-> C

    style A fill:#e3f2fd
    style B fill:#e3f2fd
    style C fill:#e8f5e9
    style D fill:#fff3e0
    style E fill:#fff3e0
    style F fill:#f3e5f5

Status Definitions:

  • EXPECTED - Serial number created when receiving order is planned (ASN)
  • RECEIVED - Item physically received at warehouse, may be in staging
  • IN_INVENTORY - Item stored in inventory location, available for orders
  • ALLOCATED - Reserved for specific customer order, waiting to be picked
  • PICKED - Item picked from inventory and staged for packing
  • SHIPPED - Item dispatched with shipment, out of warehouse custody

Serial Number Workflow

Receiving: 1. Receive product as normal 2. System prompts for serial numbers 3. Scan or enter each serial number 4. One serial per individual item 5. Status: EXPECTED → RECEIVED → IN_INVENTORY (after putaway)

Order Fulfillment: 1. Order created and allocated 2. Serial numbers Status: IN_INVENTORY → ALLOCATED 3. Picking workflow shows which serials to pick 4. Scan specific serial numbers during picking 5. Status: ALLOCATED → PICKED 6. Items staged for packing

Shipping: 1. Pack and create shipment 2. Dispatch shipment 3. Serial numbers Status: PICKED → SHIPPED 4. Complete audit trail maintained

Best Practices

  • ✅ Scan serial numbers when available
  • ✅ Verify serial number accuracy
  • ✅ One serial per physical item
  • ✅ Cannot modify serials after creation
  • ❌ Don't reuse serial numbers
  • ❌ Don't skip serial entry if required

Lot/Batch Tracking

What is Lot Tracking?

Lot tracking manages groups of items produced or received together. Each lot has an identifier and optional expiration date.

When to Use Lot Tracking

Use lot tracking for:

  • Perishable goods (food, medicine)
  • Batch-manufactured items (chemicals, supplements)
  • Expiration date management (FEFO picking)
  • Recall management (identify affected batches)

Lot Number Workflow

Receiving: 1. Receive product as normal 2. System prompts for lot information 3. Enter lot number 4. Enter expiration date (if applicable) 5. Enter quantity for this lot

Picking (FEFO - First Expired, First Out): 1. System prioritizes lots by expiration date 2. Oldest lots picked first 3. Prevents expired items from being shipped

Best Practices

  • ✅ Always enter expiration dates
  • ✅ Use manufacturer lot numbers
  • ✅ Update lots immediately upon receipt
  • ✅ Monitor expiring lots regularly
  • ❌ Don't mix lots in same location
  • ❌ Don't ship expired lots

Serial Number Lookup

Finding Serial Numbers

The Serial Number Lookup feature provides centralized searching and tracking of all serial numbers in your system.

Access Serial Number Lookup:

  1. Navigate to Products in sidebar
  2. Click Serial Number Lookup
  3. Search and filter interface opens

Key Features:

  • Search by Serial Number - Find by partial or complete number
  • Filter by Product - Narrow to specific products
  • Filter by Status - Show only EXPECTED, IN_INVENTORY, ALLOCATED, PICKED, or SHIPPED serials
  • View Details - Click any serial to see complete information and history
  • Track Location - See current location and warehouse
  • Movement History - View complete audit trail of movements

Mobile Optimized: - Barcode scanning for quick lookup - Touch-optimized interface - Accessible from warehouse floor

Quick Serial Lookup

Use Serial Number Lookup to instantly locate items, verify status, and track items through your warehouse from receiving to shipping.

Learn More: Serial Number Lookup Guide

Configuration

Enable Serial Tracking (Per Product)

  1. Navigate to Products
  2. Edit product
  3. Enable "Serial Tracked" checkbox
  4. Save product

Now all receiving/picking will require serial numbers.

Enable Lot Tracking (Per Product)

  1. Navigate to Products
  2. Edit product
  3. Enable "Lot Tracked" checkbox
  4. Save product

Now all receiving/picking will require lot information.

Cannot Enable Both

A product can be serial-tracked OR lot-tracked, but not both. Choose the tracking method that best suits the product type.

Reporting

Serial Number Reports

  • Serial number inventory
  • Serial number location
  • Serial number history (receive → ship)

Lot Number Reports

  • Lot inventory by expiration
  • Expiring lots report
  • Lot movement history

Last Updated: January 2025