Warehouse and logistics · WL-02

Batch and Serial Traceability Sheet

A free printable batch traceability sheet — one product, every movement in or out by batch, lot or serial number, with the supplier or customer and location.

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One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

A4 45 kB US Letter 44 kB

Fill it in type and save

A4 137 kB US Letter 137 kB

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

What this sheet is for

Answer a recall, a warranty query or a customer complaint from one page: which batch arrived when, where it went and what is still on the shelf.

Who it is for

Warehouse and stores staff handling products that carry a batch, lot or serial number — parts, components, packaged goods, anything a supplier might recall.

How to use it

Start one sheet per product and fill in the SKU, description and supplier at the top.
Log each receipt as an IN row with the batch or serial numbers and where it was put.
Log each issue or despatch as an OUT row with the customer or job and the document reference.
When a batch is queried, read the sheet down for that number to find every place it went.
Keep the sheet for as long as your quality system or the rules you trade under say.

What is on the sheet

One page, top to bottom:

Printed under the title: Every movement of one product by its batch, lot or serial numbers: what came in from whom, where it was put, and what went out to whom — so a recall or a warranty query can be answered from one page rather than a search.

One product, every movement. Fill in one sheet per product. Each row is one movement, in or out, so a batch that arrived on one line and left on three can be followed by its number. Which products need this level of tracing, and how long the sheet is kept, is your own quality system's call and the rules you trade under.

Write-on lines: Product / SKU · Description · Supplier · Unit of issue · Sheet from (date) · Sheet to (date) · Kept by

Movements — one row per receipt or issue — tick IN or OUT

Table, 11 rows: Date · In · Out · Batch / lot no. · Serial no(s). · Qty · From / to · Doc ref · Location · Init.

Questions

Why is there no column for expiry or shelf life?

Because shelf life belongs to the product and its supplier, not to a movement record. If a product carries a date, write it beside the batch number in the same cell — the sheet is deliberately not the place that decides how long a batch is good for.

Does one row hold one serial number or a range?

Either. Write a single serial or a from–to range in the serial column, whichever the movement was. A batch that left in three parts gets three OUT rows, each with its own quantity and destination.