Why Should Businesses Use Serial Numbers and Batch Tracking in Zoho Inventory, and How Does It Help in Operations?

Why Should Businesses Use Serial Numbers and Batch Tracking in Zoho Inventory, and How Does It Help in Operations?


Info

Serial and batch tracking in Zoho Inventory provide precise control over product movement, traceability, and quality management—especially important for regulated industries or perishables.

  1. Enable Serial/Batch Tracking:

    • Enable tracking under Item settings.

    • Choose whether to track by individual serial numbers (e.g., electronics) or batches (e.g., food items).

  2. Assign During Transactions:

    • When receiving or selling items, assign relevant serial numbers or batch codes.

    • Capture expiration dates, manufacturing dates, or supplier lot info.

  3. Search and Trace:

    • Identify which customer received which product.

    • Useful in case of product recalls, quality issues, or warranty checks.

  4. Reporting and Compliance:

    • View reports by serial number or batch to monitor product lifecycle.

    • Export data for audits or compliance documentation.

Why This Workflow Matters:
Serial and batch tracking ensure complete visibility and accountability. This leads to improved product quality, faster issue resolution, and enhanced trust with stakeholders.