Skip to content
Astera Technology

Track quantities, batches or individual units?

Choose the smallest stock identity staff need to find again.

Download complete case notes and answer keys ↓

Compare the operating models

A fictional supplier stocks screws, paint and repairable projectors. Screws are interchangeable, paint complaints refer to the supplier batch, and projector repairs must identify the exact returned machine. Tracking every screw individually would add work without answering a useful question.

Filled decision worksheet
Business requirementQuantity or lotIndividual serial
Loose screwsSKU and quantity sufficeLarge capture burden
Paint from batch P6SKU, batch and quantityUnit detail adds no supplied need
Projector PR17Cannot identify the repaired unitModel plus serial and service history
Download editable CSV ↓

Work through the chosen model

Keep product identity in all three models. Add a lot entity when shared origin or date matters; add a unit entity when condition, warranty service or rental history follows one physical unit. Receive five projectors as five unit records, not one serial on a five-unit line.

  1. Ask what must be found after sale
  2. Capture quantity, lot or unit at receipt
  3. Carry that identity through dispatch and return

More detail increases receipt, picking and return capture work. Start with the question the business must answer; do not choose serial tracking merely because the software offers it.

Choose quantity-only screws, lot P6 for paint and unit PR17 for the projector. A returned PR17 reopens that unit’s history; another projector of the same model cannot replace its identity.

When the other model fits

A paint supplier now needs each container’s refill history. Is lot-only tracking enough?

Show the worked answer

No. Add individual container identity while retaining the shared batch link where needed.

Related resources

System integration services →