CPGM.PARTNERS
Inventory & Lot Tracking

Know exactly what you have.
And what you can safely use.

Lot-level inventory tracking isn't just a compliance requirement — it's the foundation of every production decision you make. Our platform gives you real-time visibility into what's in stock, what's been verified, and what's approaching expiry before it becomes a problem.

14-day free trial · No credit card required

The Problem

Inventory managed in spreadsheets is inventory you can't trust.

Most CPG manufacturers know their general stock levels. Very few know the lot-level detail that regulated manufacturing requires — which lots were used in which batches, which COAs have been verified, which ingredients are within spec, and which are approaching expiry. When this information lives in spreadsheets or shared drives, it becomes unreliable the moment two people update it at the same time. Production decisions get made on stale data. Compliance gets proven with incomplete records. And recalls become complicated guesses instead of precise, traceable actions.

Inventory & Lot Tracking problem — manual process, spreadsheet chaos, disconnected tools visual
Inventory & Lot Tracking
How Our Platform Solves It

Built for this.
From the ground up.

01

Lot-level tracking with full metadata

Every ingredient lot is logged with supplier, purchase date, expiry date, COA reference, potency data, and usage history. Nothing moves through production without a lot record.

02

FIFO and FEFO inventory logic

First-in-first-out and first-expiry-first-out logic is enforced automatically. The system recommends which lots to use first based on receipt date and expiry — reducing waste and compliance risk.

03

COA storage and verification tracking

Certificates of Analysis are stored and linked to each lot. Verification status is tracked — unverified lots are flagged and cannot be released to production until COA review is complete.

04

Expiry monitoring and stock alerts

The system monitors expiry dates across all ingredient lots and alerts before lots reach critical thresholds. Reorder alerts prevent stockouts before they affect production schedules.

05

Material requirements planning

Plan production runs against real-time inventory. The system calculates ingredient requirements, checks available verified lots, and flags shortfalls before production is scheduled.

06

Inventory reservations for scheduled runs

Ingredients are reserved against planned production runs so the same lot cannot be committed to two batches simultaneously. Inventory accuracy is maintained in real time.

Inventory & Lot Tracking workflow — step by step process in platform dashboard
Workflow Example

From receiving dock to production floor — fully tracked.

1
Receive and log incoming lot

Lot received, supplier recorded, COA attached, expiry date entered. Lot placed in quarantine pending verification.

2
COA verification and lot release

QA verifies COA against spec. Potency data recorded. Lot released to available inventory with verified status.

3
Production planning with inventory check

System calculates ingredient requirements for scheduled run, checks available verified lots, flags shortfalls, reserves quantities.

4
Lot deduction during batch execution

Specific lots are assigned to batch. Quantities deducted in real time as production steps are completed.

5
Traceability linkage established

Finished product automatically linked to every ingredient lot used. Full forward and backward trace immediately available.

Who This Is For

For any CPG manufacturer where ingredient traceability is non-negotiable.

Supplement manufacturers tracking potency-verified ingredient lots

Food and beverage producers managing allergen-flagged ingredient lots

Cosmetics brands tracking formula ingredients across product lines

Contract manufacturers managing shared ingredient inventory across multiple clients

QA and procurement teams responsible for COA verification and lot release

Operations managers needing real-time stock visibility before scheduling production

Free Resource

CPG Operations
Setup Checklist

Know exactly what needs to be in place before implementing any system. A practical checklist for CPG operators starting from scratch or switching platforms.

[PLACEHOLDER — PDF checklist to be uploaded when finalized. Form currently sends inquiry to growth@cpgmpartners.com]

Formulation setupInventory readinessCompliance documentationTeam access

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Have questions before you start?

We're happy to help. Reach us directly at growth@cpgmpartners.com

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