Medical goods batch traceability system

Quality and warehouse workers find the remnants and recipients of a batch of medical goods. Validity, storage or recall decisions help control which goods can be supplied.

The details of admission, warehouse, set-up, delivery, return and technical service are not linked by identical identifiers. Information is collected for too long during the recall, warranty or quality survey.

How the solution works

  1. The records of admission and movement in the warehouse are linked to a specific batch or unit of goods.
  2. Validity, quality status and other approved stock restrictions are checked for the order.
  3. The deviation is linked to the affected stock or shipment and passed on to the quality assessment, with the prescribed detention.
  4. Confirmed cancellations identify recipients and create outreach, containment, and return actions.
  5. Traceable quantities and action confirmations are checked; the unresolved parts remain visible to the responsible person.

Key challenges

  • The traceability of batches and serial numbers is not uniform
  • Validity and batch selection under-optimized
  • Temperature exemptions not integrated with order solution
  • Product recall search and actions too manual

Solution capabilities

batch and unit events

By product group, reception, movement, dispatch and return are linked to the required identifiers.

Validity and appropriate margin

The employee selects the lot according to approved validity, customer and quality requirements.

Assessment of temperature deviation

Time and location data help to identify the affected quantity and pass it on for quality assessment.

Product hold and release approval

The warehouse worker confirms that the goods have been detained and cannot be issued. Permission to release them is provided by an authorized quality specialist.

Fulfillment of the revocation

The cancellation list shows the affected recipients, their responses, quantities returned and actions not yet done.

Business context

The traceability of batches and serial numbers is not uniform
The details of admission, warehouse, set-up, delivery, return and technical service are not linked by identical identifiers. Information is collected for too long during the recall, warranty or quality survey.
Validity and batch selection under-optimized
When selecting a lot, the customer's required remaining validity is not always assessed together, the order of bookings and the order of issuing goods that expire first. The buyer can refuse a shipment that is not fit for its use. At the same time, older lots remain in the warehouse, which increase the risk of write-off.
Temperature exemptions not integrated with order solution
Sensor, transport, warehouse and quality data remain in separate decisions. It is unclear which batch or shipment has been affected, who made the decision and whether the product can be used.
Product recall search and actions too manual
Batch balances, dispatches, customers, returns and messages are collected from multiple sources. Slowing withdrawals, increasing the risk of not reaching all affected customers and making it difficult to prove the actions performed.
The customer receives goods suitable for his use
Improper validity or unresolved storage deviation can stop the acceptance of goods at a medical facility. Batch status verification before shipment helps prevent such a disorder. Tracking deliveries also allows the supplier to accurately inform affected customers and coordinate with them on further steps.

Core features

  • batch and unit events
  • Validity and appropriate margin
  • Assessment of temperature deviation
  • Product hold and release approval
  • Fulfillment of the revocation

Key integrations

Warehouse management system (WMS)
Batch and serial number fixation in warehouse operations.
Enterprise resource planning system (ERP)
Purchases, customers, orders and financial documents.
Transport Management System (TMS) / Delivery System
Actual delivery and customer location.
Quality system
Incident, Quarantine and Cancellation Decision.
B2B / Communication Channel
Informing affected customers and the return process.
Business customer portal
The customer is provided with relevant information about the availability of goods.
Planning System
Demand and replenishment signals.
Temperature monitoring source
Time, location or shipment data for a specific deviation are linked to the affected stock.

Potential impact (%)

The ranges indicate an illustrative relative change in the metric under the stated assumptions. Results depend on the starting position and actual use of the solution. Percentages for different metrics must not be added together.

Time of search for affected quantities and recipients

16–42%Decreasing

This illustrative scenario assumes that 40-70% of information searches and repeated cross-checks can be addressed. That share is assumed to fall by 40-60%. Company data is needed to verify both the addressable workload and the resulting change.

The trial cancellation measures the search duration and checks that all related quantities and recipients have been found. Missing data is recorded separately.

Part of open quality exceptions without approved follow-up

5–25%Decreasing

This illustrative scenario assumes that 20-50% of missed actions can be identified through task and deadline tracking. That share is assumed to fall by 25-50%. Company data is needed to verify both the addressable share and the resulting change.

The number of open exceptions without the necessary detention, decision or enforcement approval is divided by all exceptions open at the moment of review and multiplied by 100.

Conditional calculation scenarios. The assumptions have not been validated against client measurements.

When this solution is relevant

  • During the incident, data is collected from ERP, WMS and files
  • It is not always clear which batch is delivered to a specific customer
  • Serial numbers are not fixed equally
  • Cancellation actions coordinated by email
  • During the check, the batch's origin and movement documents must be submitted quickly.
  • Significant portion of limited range
  • Temperature deviation not associated with affected stock and release decision

Implementation requirements

The scope of traceability is combined with warehouse and quality procedures: batch detention, release, recipient identification and recall approvals. Customer validity requirements and temperature deviation solutions must be passed on to systems that perform operations.

Further development options

  • Review of the results of the trial recall
  • Checking the quantity certified by the recipient with return

Frequently asked questions

Adapting the solution to your business