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Lot, serial and expiry control: traceability in the warehouse

Capture lots, serials and dates at receiving, rotate stock FIFO or FEFO, keep holds and quarantine under control, trace one step back and one step forward, and run a mock recall, with the US FDA Food Traceability Rule as a regulatory example.

Level
Intermediate
Length
About 55 minutes
Contents
3 lessons · 1 video · final exam
Status
Published · updated 1 Oct 2026

Skills you'll practise

  • Record the lot, serial and date data a lot-controlled item needs at receiving
  • Choose the lot to pick under FIFO and under FEFO rules from a stock report
  • Place, track and release holds so that held stock can't be shipped
  • Trace a lot one step back to its supplier and one step forward to customers from shipment records
  • Run a mock recall and calculate the share of a lot accounted for
  • Recognize when traceability questions must go to the quality team or a regulator-facing contact

Course outline

  1. 1.Lot, serial and expiry controlVideo · 3 min
  2. 2.Lots, serials and datesLesson · 15 min
  3. 3.Rotation, holds and quarantineLesson · 15 min
  4. 4.Tracing, mock recalls and regulationsLesson · 20 min
  5. 5.Lot, serial and expiry control: traceability in the warehouse: knowledge checkKnowledge check · 18 questions
  6. 6.Mock recall: where did lot 24-117 go?Scenario
  7. 7.Final exam10 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

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