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Lot & Serial Traceability + Recall Management — A build-to-order ERPNext app that gives quality and compliance teams full for — 1/1Illustrative preview

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.

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

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
Mock-recall mode that runs the full impact report without stock movement — timestamped for GFSI/FSMA/IATF audit evidence
Hold / Quarantine DocType with a controlled disposition workflow (hold, investigate, release, rework, scrap) that posts Material Transfers to a quarantine warehouse
hooks.py doc_events on Stock Entry, Delivery Note, Purchase Receipt, and Quality Inspection maintain denormalized genealogy edges on submit/cancel
Whitelisted @frappe.whitelist() server methods exposing both trace directions over the Frappe REST API for QMS/LIMS integration
Trace Explorer page rendering interactive forward/backward tree views with drill-down to source documents
Client Scripts adding a 'Trace this batch' action on Batch, Serial No, Work Order, and Delivery Note forms
Dedicated Recall Manager and Quarantine role profiles with warehouse-scoped permissions and full change tracking on recall records
Scheduler events for periodic genealogy-integrity checks and expiry/recall-watch alerting
Printable Print Format and CSV export of the recall/traceability report for regulators and auditors
Batch/serial linkage preserved across subcontracting and repack so single-level BOM gaps are covered
Compatible with Frappe/ERPNext v15 and v16, installed as a self-contained ecosire_traceability app

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

  1. 1

    You order

    Start with a one-time build price. We scope it with you at kickoff.

  2. 2

    We build & install

    ECOSIRE builds, configures and installs it on your ERPNext.

  3. 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

CriterionECOSIRECustom BuildCompetitorERPNext Native
Bidirectional genealogy across multi-level BOMsBuilt-in engine walks the full tree in both directionsPossible but you design and maintain the walk yourselfOften single-level or batch-only, gaps at repack/subcontractData exists in the ledger; no multi-hop tree is computed
One-click recall / mock-recall reportRecall Event DocType, background job, printable + CSVBespoke build, timeline and cost depend on your teamVaries; frequently a static report, not scenario-drivenManual export and spreadsheet reconstruction
Hold / quarantine & disposition controlWorkflowed DocType posting quarantine transfers with audit trailYou build the workflow and warehouse logicSometimes present, rarely with disposition audit trailManual stock transfers, no dedicated disposition record
Fit to your BOM depth and regulationScoped to your process (food/pharma/automotive) before buildFully tailored, at full custom-project costGeneric; you adapt your process to the appGeneric core, no compliance workflow
Code ownership & maintainabilityReal Frappe app + git repo handover, you own itYou own it, but must document and maintain from scratchLicensed/closed; you depend on the vendorN/A — no separate app
Version support (v15/v16) & upgradesBuilt and tested to your version; clean-upgrade app designDepends on how it was writtenDepends on vendor's release cadenceWhatever core ships
Delivery modelBuild-to-order, one working week from confirmed scope, UAT + rollbackLonger, open-ended project timelinesInstant download but generic and needs your fittingAlready installed, but capability is missing
API access for QMS/LIMSWhitelisted REST methods for both trace directionsYou expose and secure the endpoints yourselfMay lack documented trace endpointsGeneric 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.

Request a quote

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

Request a Quotation

Tell us about your Lot & Serial Traceability + Recall Management requirements and we'll send pricing, licensing options and a tailored proposal — usually within one business day.

No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.