Does StockBalancer™ Support Batch and Lot Number Tracking?

StockBalancer™ provides batch and lot tracking for regulated and perishable inventory with full traceability through connected platforms like NetSuite, DEAR Inv

By Avik Ghosh, Managing Founder, illuminis

Batch and Lot Tracking in StockBalancer™

StockBalancer™ supports batch and lot number tracking for midsize businesses that require inventory traceability for regulatory compliance, quality control, or perishable goods management. Lot tracking is available when StockBalancer™ is connected to platforms that natively support lot-level inventory records, including NetSuite, DEAR Inventory, Cin7,and Fishbowl. For businesses using QuickBooks or Xero as their primary system, lot data can be incorporated through the StockBalancer™ open API or through a supplementary inventory management integration.

Lot Tracking Capabilities

• Lot-level inventory positions: StockBalancer™ reads and displays on-hand quantities by lot number, enabling purchasing and operations teams to see not just total stock but the composition of that stock by production batch or supplier shipment
• Expiration date by lot: Each lot can carry an associated expiration or best-by date, which StockBalancer™ uses to calculate usable inventory for perishable and date-sensitive products
• Lot-specific demand allocation: When multiple lots of the same SKU are on hand, StockBalancer™'s FEFO and FIFO recommendations prioritize fulfillment from the appropriate lot based on expiration date or receipt date
• Recall and quality hold support: Specific lots can be flagged as held for quality review or subject to recall, removing them from available inventory calculations while retaining them in total on-hand records for audit purposes
• Forward and backward traceability: Lot tracking data supports tracing from a sales order back to the supplier lot, or forward from a supplier lot to the customers who received items from that batch

Regulatory Compliance Applications

Lot tracking in StockBalancer™ supports compliance requirements for businesses in FDA-regulated industries, food distribution, medical device supply, pharmaceutical distribution,and chemical manufacturing. The platform's lot-level audit trail provides documentation that can be exported for regulatory inspections, customer audits, or internal quality reviews. Midsize businesses in regulated industries that implement lot tracking through StockBalancer™ report reducing recall investigation time by an average of 65% compared to manual lot tracing through paper records or disconnected spreadsheets,and achieving first-pass audit compliance rates above 95% for lot traceability requirements.