February 14, 2024

Enhancing transparency and efficiency with Ohanafy’s lot tracking feature

Lauren Q.Lauren Q.Sr. Marketing Specialist, Ohanafy
Lot ID barcode and 4-step traceability timeline from ingredients to delivered

Within the three-tier supply chain, tracking products along each point in the chain is integral to consumer safety, compliance, and brand reputation. In the industry, we call this lot tracking. Let’s explore how Ohanafy is modernizing lot tracking for beverage operators by building it directly into the platform that already runs the rest of the business.

Understanding lot tracking

Lot tracking involves assigning numbers to product runs (otherwise known as lots). That number becomes the roadmap that connects raw materials to finished goods to the accounts that received them. When something goes wrong, an expired ingredient, a recalled component, a quality issue, the lot number is what lets you respond in minutes instead of weeks.

Lot tracking inside Ohanafy Warehousing

Lot tracking lives natively inside Ohanafy Warehousing, our warehouse management product. From the moment a raw material is received, the system assigns or captures a lot number and carries it forward across every operation: receiving, production, pick-and-pack, truck building, delivery, and returns. There’s no separate spreadsheet, no parallel system, and no manual rekeying between modules.

Ohanafy users can:

  • Trace the origin of raw materials from inventory receipt.
  • Identify and address issues like expired ingredients before they reach the consumer.
  • Follow raw materials through production, pinpointing the exact materials used per batch.
  • Track every customer who received a finished product from a specific lot.

Connected through one data layer

What makes Ohanafy lot tracking different is that the lot number doesn’t live in a silo. Because Ohanafy is built on Salesforce with one unified data layer, every product reads from the same record. Ohanafy CRM knows which accounts received which lot. Order Management knows which invoices included it. Route Accounting knows which trucks carried it. Analytics and Data surface it across the operation in real time.

When the three-tier system needs to move fast on a quality event, the platform already has the answer.

AI makes recall response a five-minute query

Ohanafy AI turns lot tracking from a reactive task into a proactive workflow. Conversational AI lets a quality manager type “which accounts received lot 2024-IPA-117?” and get an answer instantly, instead of waiting on a report request. Predictive AI flags lots approaching short-coded dating before they become write-offs. Generative AI drafts the notification language to suppliers, distributors, and retailers in seconds.

The result is a recall response that takes a fraction of the time, with documentation already in motion before the call ends.

Traceability across the three-tier system

Tracing finished goods is crucial in maintaining consumer safety and brand reputation. Suppliers and producers can follow raw materials from acquisition to production to distribution. Distributors and importers can track received lots through their warehouses, routes, and downstream retailers. And because the same Ohanafy platform supports suppliers, wholesalers, and retailers, traceability becomes a connected story across the network, not three disconnected halves.

Real-world application

Let’s take a real-world example. Say you’re a brewer whose lime puree for a recent batch had the wrong expiration date stamped on it. Using Ohanafy, you can pinpoint every batch that used the affected raw material in seconds. You can pull a list of every wholesaler and retailer who received the finished product from those lots. You can draft a notification, trigger pickups inside Route Accounting, and reconcile credits inside Payments, all without leaving the platform.

What used to be a multi-day fire drill becomes a fast, traceable lookup.

Built for every scale

Ohanafy supports beverage companies of every scale, from emerging brands tracking a handful of SKUs to enterprise wholesalers managing multi-warehouse, multi-state inventories. The platform supports lot-tracked and non-lot-tracked items, automatic generation of lot numbers, and full configurability for how your operation actually works. Whether you’re harvesting raw materials, building cases, or moving pallets through a 24/7 warehouse, traceability is part of the system, not bolted on after the fact.

Learn more about Ohanafy Warehousing.

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