Workflow

Flow 07 — Traceability and audit dossier

Reconstruct a batch or serial backward to supplier receipt and forward through every quality, custody and balance event.

Overview

Inventory meaning

Traceability is read-only: it explains inventory but does not create, reserve, move or reduce it.

Responsible roles

Auditor

Process

1
Select or scan identity
Use recent, autocomplete, Browse or camera.
No quantity change
2
Backward origin
View supplier, ASN, receipt and batch source.
No quantity change
3
Forward custody
View inspection and every ledger movement.
No quantity change
4
Current balance
Reconcile locations, states and ownership.
Read current stock
READ ONLY
5
PDF dossier
Export attributable, integrity-hashed evidence.
No quantity change

Role handoff

Auditor

Detailed reference chapters

GS1 labels, genealogy and audit dossier

Detailed steps

1
Select or scan an authorised batch/serial without memorising its value.
2
Expand receipt origin and independent inspection evidence.
3
Review the forward movement chain and related controls.
4
Reconcile the current balance to location, state and ownership.
5
Export and verify the classified PDF dossier and SHA-256.

Field-by-field practice data

Use a disposable training tenant

Trace one training batch backward to receipt and forward to every issue or assembly use. The page shows sample set A; the workbook includes independent A, B and C values.

Download all workflow samples (.xlsx)

Field names match the current application labels. Select existing approved records where shown, leave optional values blank unless they genuinely apply, and never copy fictitious TRAIN values into live work.

Auditor

Trace an identity

Open /traceability

Search or scan the exact batch or serial and inspect both directions without using any mutation control.

Exact field name	Requirement	Sample value A	How to use it
Batch or serial identity	Required	`TRAIN-A-LOT-001`	Enter the canonical identity carried by inventory.
Identity type	Required	`BATCH`	Use the corresponding identity type.
Search identities or items	Optional	`TRAIN-A-BOLT-M8`	Use the browser only if the exact identity is not already known.

Expected result: The view reconciles receipt, inspection, custody, current balance, genealogy and evidence without changing them.

End state

An authorised auditor can prove where stock came from, what happened to it and where the remaining quantity is now.