Traceability

Traceability is essential for quality control and recalls. Formul links every transaction, allowing you to trace a product’s history instantly.

The Traceability Report

1. Navigate to Reports > Traceability.

2. Search: Enter a Batch ID or Lot Code (e.g., LOT-2024-001).

3. Click Search.

   

Understanding the Genealogy Tree

The report displays a split view showing the full history of the batch:

• Inputs: Shows the Ingredients & Source Materials that went into this batch.
  • For a finished good, this lists the specific batches of raw materials used.
  • Clicking a batch here traces it backward to see where it came from.

• Outputs: Shows Finished Goods & Shipments—where this batch went. The content depends on how the item was used:
  • Used in Production: Shows the Finished Good and the specific Batch ID it was transformed into.
  • Shipped to Customer: Shows the Customer Name and Sales Order #.

Use Case: Mock Recall

If a vendor reports that “Ingredient X (Lot 123) is contaminated”:

1. Search for Lot 123 in the Traceability Report.
2. Look at the Outputs column.
3. If you see a Finished Good: Click the batch number to “step forward” and see who that finished good was sold to.
4. If you see a Customer: You have identified the endpoint. Contact the customer immediately.