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Inventory Tracking Process or Form

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Posted 08 March 2021 - 08:05 PM

Hello all! I am trying to find an simple way of inventory/distribution tactic or form for our company. We are a chocolate/candy confection company and for times like Easter, Christmas, and Valentines's Day, it can get very difficult to track specific items with lot codes (or all) to where they will be delivered. Our company is all hands-on with very little electronic inventory software (only for sales). I am looking for either a form or type of way that we can write down all the lot codes for a specific order. For an example, we are coming up on Easter, and a lot of our customers are from schools. How can we track an order or multiple orders for one customer with all the lot codes for the products? I know this may sound confusing to some, but at this point I have no way of doing a proper recall incase something happened. 



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Posted 08 March 2021 - 09:15 PM

to be blunt-if you cannot perform a proper recall as of today, then you shouldn't be selling your product. It is part of your responsibility no matter the size of the company


There is lots of software out there that would allow you track inventory in and finished good out for under 10K (well under)


However, you need a spreadsheet instead


Yes, it will be a pain n the a** but you still need it


Sales Order #              Item #            Lot (more than 1I would assume)           Date of shipment              Quanity


That should be enough to allow for a recall failry quickly because you'll be able to filter by lot #s and know exactly where it all went

Please stop referring to me as Sir/sirs


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Posted 08 March 2021 - 11:06 PM

We are also a small operation and we use a spreadsheet for tracking the lot codes and it does make it much easier when doing traceability exercises.  It is time consuming but well worth it in the end.

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Posted 09 March 2021 - 12:58 AM

If your company uses QuickBooks, you can add the lot number as an item to track.  My company prints purchase orders with the name of the customer, the item name and number, and the quantity.  When the order is filled, the lot number(s) and date shipped are added to the sheet.  Then all of the information goes into QuickBooks, which allows you to search by product and gives you the lot numbers of all of that product sold in the time period specified by the search parameters.

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Posted 09 March 2021 - 02:06 PM

The small company I used to work at - we also used QuickBooks along with our batch sheets. The batch sheets were paper copies with the lot numbers written on it.

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