Recall management

Trace a suspect lot forward, then let people decide.

Follow the suspect lot to the lots made from it, the shipments and the customers it reached. People decide the response.

7-day free trial, no card required. Lot traceability is in every plan. The customer portal is in Professional and Enterprise.

Quality lead in hood, mask, safety glasses, white coat and gloves holding a tablet with a branching diagram beside banded pallets while a colleague in the same protective clothing scans a case
  • Reach from records.

    See the downstream lots, shipments, units and customers a lot reached.

  • Hold what is still here.

    Lots set on hold can't be used in production.

  • Customers acknowledge.

    Customers see recalls for lots they received and record what they did.

Follow one recall

Mock recall MR-03 · worked example

From one suspect lot to every batch, shipment and case still on hand.

Text summary of this animation (6 steps)
  1. Start from the lot. Quality starts mock recall MR-03 from ingredient lot RW-228. Lot RW-231 from the same supplier is not involved.
  2. Into batches. The genealogy shows RW-228 was used in two batches: WO-6101 and WO-6114.
  3. Into finished lots. Those batches made finished lots FG-6101 and FG-6114.
  4. Out to customers. Shipments of those lots went to three customers. Batches made from RW-231 stay grey: they are not in scope.
  5. What is still here. 40 cases of FG-6114 are still on hand and listed so a person can place them on hold.
  6. Report to review. One report gathers scope, shipments and stock on hand for your team to review, sign and act on.

Worked example. Scope comes from the lot genealogy recorded as work happened, so it is only as complete as those records. Stock still on hand is listed so a person can place it on hold, as your set-up allows. V5 does not contact customers or carry out a recall; your team decides the response. The report is reviewed and signed by the people responsible; electronic signatures are Professional and Enterprise.

Free practical guide · 22 pages

Inventory & Traceability: The Practical Operations Guide

From goods-in to dispatch: practical controls for locations, usable stock, movements, counting, picking and traceability. Use it with or without V5.

  • 1Separate stock on hand from stock shipped.
  • 2Reconcile scope before acting.
  • 3Use the timed trace as a mock recall.
See what's inside
  • How to trace a suspect lot forward and separate stock on hand from stock used or dispatched.
  • How to reconcile the scope against source quantities before it becomes a customer or quality action.
  • A timed trace exercise with evidence and completeness checks to use as a mock recall.

Chapters: using the guide · the stock record · goods-in · locations · eligibility · movements · counting · picking and dispatch · traceability · quality handover · planning · automation and people · connections · implementation · measurement · five working tools · next step.

Get the inventory & traceability guide

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Guide page 19: working tool — a timed trace exercise with evidence and completeness checksGuide page 10: traceability — follow a supplier lot both ways to shipments, stock on hand and work orders, then reconcile the scopeCover of the Inventory & Traceability: The Practical Operations Guide

Recall depends on traceability

Every scan in receiving, production and shipping makes the reach complete.

TraceabilityShippingQMS

What's included

What recall uses, and which plan each item needs. Compare plans

Recall

Record, trace, hold, notify.

Lots and traceability · Warehouse operations · Customer portal

Explore recall
  • Lots and traceability
    Forward reach.
  • Warehouse operations
    Lot holds.
  • Customer portalProfessional and Enterprise
    Recall notices and acknowledgements.
  • Recall recordsAvailability to confirm
    Lots, class, scope and dates.
  • Mock recall drillsAvailability to confirm
    Minutes and units accounted for.

Availability to confirm: the capability exists in V5, but which plans include it, and whether it is enabled for you, is not yet confirmed — ask us. People decide on recalls and contact customers and authorities.

Try a mock recall with one of your own lots.

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