Made to order
You end withstock moved
3 screens · about 5 min
For production, planning
Manufacturing · ERPNext live demo
Trace a bad batch: a live ERPNext demo
From Quality Inspection to Serial No and Batch Traceability, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Quality Inspection
- Company
- Mith Demo Traders
- Step
- 1 of 3
The check on incoming goods: each reading from the item's inspection template, and whether it passed.
You end with every unit traced3 screens · about 5 minFor Production, planningFits Manufacturing, Healthcare
What this flow is
A customer complains about a part. To act, you need to know which batch it came from, who supplied it, and who else received the same batch.
Here you open the batch's inspection from when it arrived, then the batch itself with its receipt and the quantity left, and the traceability report follows it back to the supplier and forward to every delivery.
Before and after
| Without it | With it |
|---|---|
| A recall means calling every customer | The report lists every delivery of the batch |
| The supplier found by searching invoices | The batch links to the receipt that brought it |
| Inspection records in a file | The inspection is on the system, per batch |
| Stock of the batch unknown | The quantity left is on the batch |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Quality Inspection
The check on incoming goods: each reading from the item's inspection template, and whether it passed.
Batch
The batch number the goods carry: how many are left and which receipt brought them in.
Serial No and Batch Traceability
A report that follows a batch back to the receipt that brought it in and forward to every delivery.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
The thermostat batch's inspection at receipt is ready to open, then the batch and its traceability report. The WhatsApp complaint and the ticket are in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Quality
Opens the batch's inspection record from its receipt.
Customer service
Knows which customers got the same batch.
Purchase team
Knows which supplier sent it.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Batch numbers on every received item
- Inspection templates and readings
- Expiry dates, nearest-expiry picked first
- Serial numbers for high-value units
- A quarantine warehouse for held batches
See the whole journey
Flows that go with it
Questions about this flow
Yes. The same report traces serial numbers as well as batches.
No. Switch batches on only for the items you need to trace; the rest move as plain stock.
Yes. Move it to a quarantine warehouse, or disable the batch so it can't be used.
Yes. Backward shows what went into the batch and where it came from; forward shows where it went and who received it.