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

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.