Serial and Batch Summary
Overview
Serial and Batch Summary – Business Overview
What Business Information This Report Provides
The Serial and Batch Summary report gives a consolidated view of inventory that is managed by serial numbers and batch numbers. It helps businesses clearly see what stock is available, where it is located, and under which serial or batch identifiers.
This report answers key questions such as: - Which serial- or batch-controlled items are currently in stock? - How much quantity is available per batch? - Where is each serial or batch located? - Which batches may be nearing expiry or are restricted to certain warehouses?
It is especially important for businesses dealing with traceable inventory, quality control, regulated goods, or after-sales support.
When and Why to Use This Report
You should use the Serial and Batch Summary report when you need to: - Verify accurate stock availability for serialized or batch-tracked items - Support sales, delivery, or production planning - Track inventory for quality control, recalls, or compliance - Prepare for audits or stock reconciliation - Review batch-level stock before expiry or consumption
This report is commonly used by inventory managers, warehouse teams, sales coordinators, and compliance officers.
Key Columns and Their Business Meaning
While column names may vary slightly, the report typically includes:
Item
Identifies the product being tracked. Helps understand which goods are involved.Serial Number / Batch Number
The unique identifier used to track individual units (serial) or grouped stock (batch). Critical for traceability and after-sales service.Warehouse
Shows where the item or batch is physically stored. Useful for logistics and fulfillment planning.Quantity
Indicates available stock quantity for the batch or serial. Helps prevent over-selling or production delays.Batch Expiry Date (if applicable)
Highlights batches nearing expiration, supporting FIFO usage and waste reduction.Status
Indicates whether the stock is available, reserved, issued, or otherwise restricted.
Available Filters and Their Business Purpose
The report offers filters to narrow results for faster and more accurate decision-making:
- Item – Focus on a specific product
- Warehouse – View stock at a particular location
- Batch Number / Serial Number – Investigate specific inventory units
- Posting Date – Review stock status as of a certain date
- Company – Useful for multi-entity operations
These filters help teams quickly answer operational questions without reviewing unnecessary data.
How to Interpret the Results for Business Decisions
- High quantity in one batch may signal overstocking or slow-moving inventory
- Low or zero quantity highlights potential stock shortages
- Stock nearing expiry signals the need for priority sales, transfers, or disposal
- Stock spread across multiple warehouses may require redistribution for efficiency
- Missing or inconsistent serial/batch records may indicate process gaps or audit risks
By reviewing this report regularly, businesses can improve inventory accuracy, reduce losses, and maintain compliance.
Common Use Cases and Scenarios
Sales & Delivery Planning
Confirm availability of specific serials or batches before committing to customers.Manufacturing & Consumption
Select the correct batch for production based on expiry or quality requirements.Quality Control & Recalls
Quickly identify affected batches or serial numbers in case of defects.Audits & Compliance
Provide clear traceability of regulated or high-value goods.Warehouse Management
Balance stock across locations and avoid unnecessary procurement.
Business Value Summary
The Serial and Batch Summary report is a critical tool for businesses that require full visibility, traceability, and control over their inventory. It supports smarter decisions, reduces operational risk, and ensures that the right stock is used, sold, or moved at the right time.
Report Information
- Module: Stock
- Related DocType: Serial and Batch Bundle
- Report Type: Script Report
- Standard: Yes