Tracking adds traceability to inventory — follow individual serial numbers, lot/batch codes, and expiry dates from receipt to sale, essential for pharma, food, electronics, and warranties.

Enable tracking on a product

Open the product → Tracking.
Choose the tracking type: serial, lot/batch, or expiry date (some items use lot + expiry).
Save — XO now prompts for the tracking value on every movement.

Receive & issue tracked items

Receiving: enter serials/lots/expiry when stock comes in (purchase or production).
Issuing: select the specific serial/lot/expiry when selling or transferring — from a sales invoice or a requisition.
XO can auto-suggest by FEFO (first-expiry-first-out) for perishables.

📷 Screenshot: selecting a lot and expiry when issuing from a sales invoice.

History & QC

View the full movement history for any serial/lot/expiry.
Capture QC data and classify items (e.g. frozen/perishable) for compliance.

Stocktaking tracked items

Stocktakes prompt for tracking values so counts reconcile at the serial/lot level, not just totals.

Best practices

Decide tracking type before stock exists for the item — switching later is disruptive.
Use FEFO for anything with an expiry to cut waste.
Record QC at receipt for regulated goods.

Troubleshooting

Can’t change tracking type. Existing stock blocks it — clear/adjust stock first.
Serial already in stock. Serials are unique; check for a duplicate receipt.