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Every setting that decides how ERPNext tracks a unit — from Has Batch No on the Item to the Serial and Batch Bundle on each transaction — in one reference you can work through before you go live.
25 checks · 6 sections
Traceability in ERPNext lives across a handful of doctypes: the Item decides whether a product is tracked by batch or serial, the Batch and Serial No records hold the identity and dates, the Serial and Batch Bundle carries those numbers into every stock movement, and Stock Settings sets the defaults that make it fast or painful to use daily. This is a reference, not a tracker — a plain-English map of the real fields and toggles so you can confirm each one is set the way your business actually needs before the first receipt is posted. Read down each section, decide the setting for your items, and note anything you need your implementation partner to configure.
Choose the tracking model item by item + 3 more
Turn on Automatically Create New Batch where wanted + 3 more
Enable Has Expiry Date for perishables + 3 more
Configure the Serial Number Series + 3 more
Understand the bundle mechanism + 3 more
Auto create Serial and Batch Bundle for outward + 4 more
All 25 checks across 6 sections as a clean branded Excel — each item with the guidance for why it matters, ready to share with your team. Free, no email required.
Use Has Batch No when units are made or bought as a group and you trace at that group level — paint, food, chemicals, pharma. Use Has Serial No when you need the history of one physical unit, such as warranty, service and recall on machines or electronics. An item can carry both if you need group and per-unit visibility.
It's the ERPNext doctype that carries serial or batch numbers into a stock document. It records the item, warehouse, voucher and whether the movement is inward or outward, with a row per serial/batch and its quantity. Its total must match the transaction line, which is exactly what keeps the stock ledger and traceability trustworthy. You can have ERPNext build it automatically for outward documents via Stock Settings.
Set 'Pick Serial / Batch Based On' to Expiry in Stock Settings. That gives First-Expiry-First-Out (FEFO), so when a bundle is auto-created for a delivery, ERPNext selects the batch with the earliest expiry_date first. Combine it with 'Auto create Serial and Batch Bundle for outward' so it happens without manual picking.
Enable 'Has Expiry Date' on the Item and set 'Shelf Life In Days' so a batch's expiry_date is calculated from its manufacturing_date automatically. For regulated goods, 'Retain Sample' and 'Max Sample Quantity' let you move a controlled specimen of each batch to a sample warehouse for QA records.
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Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011