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Trace any lot, from the dock to the customer’s door

Every case is received by lot, put away to a location, and recorded on the orders it ships on. When a supplier recalls a product, you can see where every case went.

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Inventory
TransferReceive

Meridian Foods inventory

Stock across every temperature zone

Down to the lot and its date, at landed cost, as each delivery lands.

On hand18,420cases · all zones
Available13,960after today’s orders
Inbound22,300on 14 open POs, 2 containers
Within 7 days of date46picked first today

Stock by product All zonesCoolerDry

SKUProductOn handCommittedAvailableDays of coverStatus
OL-112Olivar EVOO 1L216120963.7 dCritical
GY-032Greek Yogurt 32oz6404102301.6 dReview
SM-028San Marzano Tomatoes 28oz1,4803001,1809.4 dOK
SW-012Sparkling Water 12pk2,2001,4607402.1 dReview
CH-005Aged Cheddar 5lb380902906.8 dOK
OL-114Sierra EVOO 1L1,34001,34048.0 dOverstock
PS-208Penne Rigate 16oz2,9006402,26011.2 dOK

Lots close to their date 3 lots

  • Greek Yogurt 32ozGY-0927 · 140 cases · Cooler · B-04
    86% of shelf life
  • Fresh Mozzarella 1lbFM-0921 · 64 cases · Cooler · B-11
    82% of shelf life
  • Oat Milk 64ozOM-0830 · 210 cases · Dry · D-07
    74% of shelf life

What a recall usually looks like

  • A supplier’s call, then a day of paper and spreadsheets.
  • Lot numbers written on delivery notes, not on the record.
  • No quick way to say which customers got which lot.

How it works in Stockwell

  1. 01Receive by lot

    Each delivery is received with its lot, date and supplier.

  2. 02Store by location

    Lots are put away to a location, and every move is recorded.

  3. 03Ship by lot

    Each order records the lots it was picked from.

  4. 04Trace it back

    Look up a lot to see where it came from, where it is, and every order it shipped on.

One record behind every lot

Each product carries its supplier, pack and IDs in every connected system, so a lot always traces back to the same record.

Master data · Products
Change historyNew record

Product · CH-005

Aged Cheddar 5lb

One record, used by every module and every connected system.

PackWheelcatch weight · avg 5.2 lb
Landed cost$4.18 / lbpurchase + freight
Margin target25%gp-targets.md
SupplierCoast Creamery4-day lead time

IDs in every system

  • Warehouse appWH-5521
  • Order desk8105
  • XeroCHED-AGED-5
  • PurchasingCC-205

Price lists

  • Fairway Grocers$5.60 / lb
  • Greenleaf Markets$5.75 / lb
  • Restaurants & hotels$6.10 / lb
  • Independents$6.25 / lb

Change history

  • Landed cost $4.06 → $4.18 / lb · freight bill postedSep 29
  • Greenleaf price $5.60 → $5.75 / lb · approved by Daniel OrtizSep 22
  • Average weight updated to 5.2 lb · last 40 wheels receivedSep 14

Every order knows its lots

Orders are picked by lot, so the record shows which customer received which lot and on which run.

Order desk
Move toNew order

Sales order queue

Every order from every channel, in one format

OrderChannelCustomerStatusRun
SO 52318EDIFairway GrocersShortRun 2
SO 52317EmailRosa’s TrattoriaOpenRun 1
SO 52316EDIGreenleaf MarketsOpenRun 3
SO 52315PhoneUnion Street DeliConfirmedRun 1
SO 52314PortalBayside Co-opConfirmedRun 2
SO 52313EDIFairway GrocersConfirmedRun 2
SO 52312EmailMarlow HotelConfirmedRun 1
SO 52311EDIGreenleaf MarketsConfirmedRun 3
SO 52310PhoneRosa’s TrattoriaInvoicedRun 1
SO 52309PortalHillside MarketInvoicedRun 3
SO 52308EDIFairway GrocersInvoicedRun 2
SO 52307EmailBayside Co-opInvoicedRun 2
SO 52306PhoneUnion Street DeliInvoicedRun 1
SO 52305EDIGreenleaf MarketsInvoicedRun 3
SO 52304EmailMarlow HotelInvoicedRun 1

Ask in plain words

Ask Stockwell works on the same live record, looks up what you ask across every module, and shows each step it took.

Ask Stockwell
Fairway’s sparkling water promo starts Monday. Have we got enough stock?
Checked the promo, stock and the supplier9s
  • Found Monday’s promopromo-calendar.md · Oct 6 to 26
  • Checked stock and open POsInventory · Purchasing · 740 free, nothing on order
  • Checked the supplier’s cutoffsupplier-lead-times.md · order by Wednesday noon
  • Modelled the three promo weeksSales history · last promo lifted 60%, 45%, 30%

No, you’ll run short in the first week. You have 740 cases free and nothing on order.

Promo weekNeedHaveShort
Oct 6 – 121,520740780
Oct 13 – 191,38001,380
Oct 20 – 261,24001,240

Order 2,700 cases by Wednesday noon and weeks two and three are covered. Want me to draft the PO?

Draft the POShow the working
Yes, draft it.
Drafted PO-4452 · 2,700 cases Sparkling Water 12pkCascade Springs · lands Oct 13 · waiting for Daniel to approve
Needs approval
Ask about stock, orders, margin or suppliers…

Frequently asked questions.

Something else on your mind? Ask our team.

Does Stockwell help with traceability rules?

Stockwell keeps the lot-level records food-safety and product-recall rules depend on: what came in, where it was stored and where it shipped. Confirm your specific requirements with your regulatory advisor.

Can we trace a lot to the customer?

Yes. Each order records the lots it was picked from.

Do our people have to scan everything?

Lots are captured at receiving and picking. We set this up around how your floor already works.

Could you trace a lot today?

Bring a recent delivery. We’ll show you how its lot would trace in Stockwell.