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- Lot & Serial Traceability + Recall Management
Illustrative previewA build-to-order ERPNext app that gives quality and compliance teams full forward/backward genealogy and
one-click recall impact reports across batches, serials, and finished goods.
ECOSIRE scopes, builds, installs, and supports it — no marketplace download.
What is Lot & Serial Traceability + Recall Management?
A build-to-order ERPNext app that gives quality and compliance teams full forward/backward genealogy and one-click recall impact reports across batches, serials, and finished goods. ECOSIRE scopes, builds, installs, and supports it — no marketplace download. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
If you run a regulated line — food, pharma, or automotive — the recall drill is where ERPNext native runs out of road. Stock Ledger Entries, Batch, and Serial No records hold the raw data, but when an auditor or a supplier deviation forces the question "which finished lots contain this suspect raw batch, and where did every unit ship?", you end up exporting Stock Ledger Entry and Serial and Batch Bundle rows into a spreadsheet and stitching the genealogy by hand. Across multi-level BOMs, subcontracting, and repacks that reconstruction takes hours or days — exactly the window a real recall or a GFSI/FSMA/IATF mock-recall audit does not give you. ERPNext tracks batches and serials; it does not compute the multi-hop tree that connects a shipped delivery note back to a specific incoming material receipt.
We build a proper Frappe app (ecosire_traceability) with its own module, DocTypes, and role profiles that sits on top of your existing Stock and Manufacturing data — it reads the ledger you already have, it does not fork it. The core is a genealogy engine that walks Stock Ledger Entry, Serial and Batch Bundle, Work Order, BOM, Stock Entry (manufacture/repack), Purchase Receipt, and Delivery Note links to build both directions of the tree: backward from a finished serial/batch to every consumed raw batch and its supplier lot, and forward from an incoming batch to every WIP and finished lot it touched and every customer shipment it reached. The walk is exposed through whitelisted server methods (@frappe.whitelist()) over the Frappe REST API so the trees render in a custom Trace Explorer page and can be pulled by external QMS/LIMS systems. A Recall Event DocType drives the one-click mock-recall: pick a suspect batch/serial, and a background job (enqueued via frappe.enqueue, not run inline) produces a Recall Impact Report — affected finished lots, on-hand quantity by warehouse, customer/delivery-note breakdown, and quarantine candidates — as a printable Print Format and CSV.
Technically it is wired in the Frappe-native way, not bolted on with brittle overrides. hooks.py doc_events on Stock Entry, Delivery Note, Purchase Receipt, and Quality Inspection maintain denormalized genealogy edges on on_submit/on_cancel so the tree query stays fast instead of re-walking the whole ledger each time. A Hold / Quarantine DocType with a controlled disposition workflow (hold → investigate → release/rework/scrap) writes Material Transfers to a quarantine warehouse and records disposition with full audit trail. Client Scripts add a "Trace this batch" action button on Batch, Serial No, Delivery Note, and Work Order forms. Scheduler events (scheduler_events hooks) can run periodic genealogy-integrity checks and expiry/recall-watch alerts. Everything respects Frappe permissions and role profiles — a dedicated Recall Manager role, quarantine-warehouse permission scoping, and full change tracking so the report itself is defensible in an audit.
Because this is build-to-order, nothing ships until we agree on scope. We start with a scoping call, map it to your actual BOM depth, batch/serial policy, warehouse layout, and which regulation you answer to, then build against a staging copy of your ERPNext (v15 or v16), run UAT with your quality team, and cut over with a rollback plan. Typical delivery is one working week from confirmed scope. You receive the installable source for your version, a git repository handover, technical and user documentation, a training session, and a post-go-live support window — you own the code, and it is a real Frappe app you or another ERPNext partner can maintain.
What you get
- Installable source code for your ERPNext version (v15 or v16), packaged as the ecosire_traceability Frappe app
- Installation and configuration on your environment, including role profiles, quarantine warehouse, and doc_event wiring
- Technical documentation: DocType schemas, hooks, whitelisted API methods, and integration notes
- User guide plus a live training session for your quality/compliance team
- UAT on a staging copy of your ERPNext with a documented cutover and rollback plan
- Post-go-live support window for defect fixes and configuration adjustments
- Git repository handover so you own and can maintain or extend the code
- Recall Impact Report Print Format and CSV export templates ready for auditor use
Who this is for
Food safety / QA manager (food & beverage)
Owns the GFSI/FSMA mock-recall program and needs to trace a suspect ingredient batch to every finished lot and customer shipment inside the audit window, not over a day of spreadsheet work.
Pharma quality & compliance lead
Requires defensible, change-tracked genealogy across serialized and batched product, with quarantine/disposition control and printable reports that stand up to a regulator.
Automotive supplier quality engineer (IATF 16949)
Must demonstrate lot traceability and rapid containment across multi-level BOMs and subcontracting, with forward trace to every affected customer delivery.
Operations / ERP manager
Wants traceability and recall built as a proper Frappe app on top of existing Stock and Manufacturing data — installable, documented, and maintainable by their own team, not a fragile customization.
How Lot & Serial Traceability + Recall Management Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Bidirectional genealogy across multi-level BOMs | Built-in engine walks the full tree in both directions | Possible but you design and maintain the walk yourself | Often single-level or batch-only, gaps at repack/subcontract | Data exists in the ledger; no multi-hop tree is computed |
| One-click recall / mock-recall report | Recall Event DocType, background job, printable + CSV | Bespoke build, timeline and cost depend on your team | Varies; frequently a static report, not scenario-driven | Manual export and spreadsheet reconstruction |
| Hold / quarantine & disposition control | Workflowed DocType posting quarantine transfers with audit trail | You build the workflow and warehouse logic | Sometimes present, rarely with disposition audit trail | Manual stock transfers, no dedicated disposition record |
| Fit to your BOM depth and regulation | Scoped to your process (food/pharma/automotive) before build | Fully tailored, at full custom-project cost | Generic; you adapt your process to the app | Generic core, no compliance workflow |
| Code ownership & maintainability | Real Frappe app + git repo handover, you own it | You own it, but must document and maintain from scratch | Licensed/closed; you depend on the vendor | N/A — no separate app |
| Version support (v15/v16) & upgrades | Built and tested to your version; clean-upgrade app design | Depends on how it was written | Depends on vendor's release cadence | Whatever core ships |
| Delivery model | Build-to-order, one working week from confirmed scope, UAT + rollback | Longer, open-ended project timelines | Instant download but generic and needs your fitting | Already installed, but capability is missing |
| API access for QMS/LIMS | Whitelisted REST methods for both trace directions | You expose and secure the endpoints yourself | May lack documented trace endpoints | Generic REST, but no genealogy method to call |
Frequently Asked Questions about Lot & Serial Traceability + Recall Management
How long does delivery take?
This is a build-to-order app, not a marketplace download. Typical delivery is one working week from confirmed scope. We start with a scoping call, build against a staging copy of your ERPNext, run UAT with your team, and then cut over — timelines depend on your BOM depth, batch/serial policy, and any QMS/LIMS integration.
What support and updates do I get after go-live?
You get a post-go-live support window for defect fixes and configuration adjustments, plus a full git repository handover so you (or another ERPNext partner) own and can maintain the code. Because it is a self-contained Frappe app that reads your standard Stock ledger, it upgrades cleanly with ERPNext; we also offer ongoing support and version-upgrade engagements separately.
Does it work with our existing ERPNext data, or do we have to re-enter batches?
It reads your existing Stock Ledger Entries, Serial No, Batch, and Serial and Batch Bundle records — no re-entry. The genealogy engine walks the links you already have; going forward, hooks.py doc_events maintain fast denormalized trace edges as documents are submitted and cancelled.
Which ERPNext versions are supported?
Frappe/ERPNext v15 and v16. We build and test against your specific version on staging and hand over source matched to it. If you are on an older version we will discuss an upgrade path during scoping.
How is the recall report generated and is it fast enough during a real event?
A Recall Event triggers a background job via frappe.enqueue (never inline), so large multi-hop traces don't block the UI. Because trace edges are maintained on document submit, the impact report — affected lots, on-hand by warehouse, and customer/delivery breakdown — returns in seconds rather than after a full ledger re-walk.
Can we run mock recalls for audits without moving stock?
Yes. Mock-recall mode runs the full forward/backward impact report and timestamps it as audit evidence for GFSI, FSMA, or IATF, with no stock movement. When a real event is confirmed, the Hold/Quarantine workflow posts the actual Material Transfers and records disposition.
Can external systems pull traceability data?
Yes. Both trace directions are exposed as whitelisted @frappe.whitelist() methods over the Frappe REST API, so your QMS, LIMS, or a customer portal can query genealogy and recall status programmatically, subject to Frappe permissions.
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Lot & Serial Traceability + Recall Management
A build-to-order ERPNext app that gives quality and compliance teams full forward/backward genealogy and one-click recall impact reports across batches, serials, and finished goods. ECOSIRE scopes, builds, installs, and supports it — no marketplace download.
- Bidirectional genealogy engine that walks Stock Ledger Entry and Serial and Batch Bundle links across multi-level BOMs, manufacture, and repack Stock Entries
- Backward trace from a finished serial/batch to every consumed raw batch and its originating Purchase Receipt / supplier lot
- Forward trace from an incoming batch to all WIP, finished lots, and customer Delivery Notes it reached
- One-click Recall Event DocType producing a Recall Impact Report (affected lots, on-hand by warehouse, customer breakdown) via a background frappe.enqueue job
