Genealogy · Traceability
Batch genealogy built as the batch runs — several lots in, several shipments out.
Input lots, intermediates and shipments are linked to the batch as work is recorded, so a lot trace runs forward or back from the records you keep.
Check that every input lot, intermediate and partial shipment is linked to the batch, and how consumption from several lots is recorded.
Free PDF · 3 pages- PL-0142Picked300 units of Product A for Customer A, lots in expiry order
- GS1-128LabelledPallet label carries product, lot and quantity
- BOL-0142ShippedSH-0142 shipped 14 Oct 2026 with three lots on the bill of lading
- Lot traceOn recordLot P-0142 back to its materials and forward to both customers
People pick, ship and decide. V5 keeps the lot on every record.
Conceptual illustration · fictional example
Several lots in, one batch, several shipments out.
WO-0142 used an intermediate from sub-job WO-0141 and two lots of Material B, and lot P-0142 left in two shipments. Fictional example: names, lots, dates and quantities are illustrative.
Work order WO-0142 · Completed 6 Oct 2026
Made from
- Intermediate A · I-0141
- Material B · lot M-0931
- Material B · lot M-0935
Went into
- Product A · lot P-0142
How the 60 kg of Material B is recorded
- Lot M-0931 (40 kg allocated)
- 40 kg used
- Lot M-0935 (50 kg allocated)
- 20 kg used
Rework and repack genealogy is not shown here; confirm how your process is recorded with us.
Conceptual illustration · fictional example
Which rules, labels, documents and reports apply follows your workspace configuration and user permissions.
Genealogy without the rebuild.
A comparison of how the work is done, not a measured result.
Batch Genealogy Record Checklist
Check that every input lot, intermediate and partial shipment is linked to the batch, and how consumption from several lots is recorded.
- Genealogy checks
- Several lots into one batch
- Worked WO-0142 example
- Questions for rework and repack
Full product detailCommon problems, what's included, why teams choose it, and where commercial meets regulated.
Genealogy rebuilt by hand whenever someone asks.
Only the first lot opened gets written on the batch record
Intermediates lose their link to the finished lot
Nobody can say quickly which finished lots used a lot in question
Shipment data lives apart from production records
What genealogy looks like when it is recorded, not reconstructed.
Several lots into one batch
Every allocated lot is linked; consumption is split proportionally or used in order.
Intermediates
Linked sub-job outputs feed the downstream job, so the chain continues through them.
Forward and backward trace
From a material lot to every shipment, or from a shipment back to its lots.
Lot trace reports
A report from the kept records.
Shipments with lots
Pick lists and bills of lading carry the lots that left.
Rework and repack
Not shown here; confirm how your process is recorded with us.
What V5 keeps for you.
- Every allocated input lot linked to the batch
- Consumption recorded proportionally or in order
- Sub-job outputs linked to downstream jobs
- Shipments of each lot on record
Where traceability expectations come from.
Your regulations and schemes
Traceability expectations differ by product, market and certification scheme. Your qualified people decide which apply and what exercises your procedures require.
FSMA 204
For foods on FDA's Food Traceability List; see our FSMA 204 page for the rule's scope and dates.
Batch genealogy and traceability software, answered.
Does it handle several lots of one material?
Yes. Every allocated lot is linked to the batch, and consumption can be split proportionally or used in order.
Does it handle rework, blends and repacks?
Several input lots into one batch are supported. Rework and repack genealogy is not claimed here; confirm how your process is recorded with us.
Can we reconcile quantities?
Shipment, stock and production records hold the quantities; your team compares them. A packaged mass-balance report is not claimed here.
Does it cover shipments to customers?
Yes, where shipping runs in V5: shipments record the lots that left.
How fast is a trace?
We do not quote timings. The trace runs from records kept as work happens.
Is this enough for FSMA 204?
Not on its own. Your qualified people decide scope and procedures; see our FSMA 204 page.
Capabilities vary by plan and setup. Confirm specifics with our team before relying on them.
See your genealogy recorded as it happens.
Free trial. Bring one batch and we will trace it with you.