🔗 wholesale

Lot Traceability

Lot Traceability answers "which of my purchase orders brought in this batch number (or this product)?" — searching by batch number or product name and listing every matching purchase order line so you can react quickly to a supplier recall.

📍 Menu path: Wholesale → Lot Traceability

👤 Who uses it: All roles with the Billing feature enabled

Overview

This page reuses the same shared "Lot Traceability" component the Bakery variant uses, but for pos-app-wholesale it is wired to a genuinely different backend query: it searches Purchase Order line items (PurchaseOrder + PurchaseOrderItem), not production runs — the Wholesale variant has no recipe/production concept.

Search in one of two modes — By Batch Number (the exact batch/lot number recorded against a purchase order line item) or By Ingredient Name (in practice, the product name on a purchase order line item) — and BazaarPOS lists every matching purchase order.

Each result is shown using the shared component's "production run" card layout, but for wholesale each card actually represents one purchase order line item: its title is "PO {poNumber} — {productName}", its date is the PO's order date, and its single "ingredient" entry is that same line item's batch number and quantity.

Because this reuses a shared UI built around a production-run mental model, some on-screen wording (e.g. any mention of "production run" or "recipe") is a leftover from the Bakery version and does not literally apply to wholesale — treat every result card as "one purchase order line item" instead.

Before You Start

You must have the Billing feature enabled on your plan.
Purchase orders must exist with Batch Number values recorded on their line items for batch-number search to find anything — if your purchase orders never capture a batch/lot number, only the by-product-name search mode will return results.

Step-by-Step Guide

1 Search by batch number (typical recall workflow)

Make sure the mode toggle is set to By Batch Number.
Get the exact batch/lot number from the supplier's recall notice or purchase invoice.
Type it into the search box and press Enter or click Search.
Review the list of purchase orders that received that batch, along with the PO date and quantity received.

2 Search by product name

Switch the mode toggle to By Ingredient Name (in the wholesale context, this searches by product name) — this clears any previous search and results.
Type the product's name and press Enter or click Search.
Review every purchase order line item that matches, regardless of which specific batch was received each time.

3 Drill into a specific purchase order line

Click a result card's header to expand it and see the batch number (if tracked) and quantity received for that line.

Every Field & Button, Explained

Field / Button	What it does
`By Batch Number / By Ingredient Name toggle`	Switches the search mode; changing it clears the current query and results. In wholesale, "Ingredient Name" search actually matches against product name.
`Search box`	Enter the exact batch number or the product name to search for, depending on the selected mode.
`Search button`	Runs the search; also triggered by pressing Enter in the search box.
`Result count badge`	Shows how many purchase order line items matched the search.
`Result card header`	Shows "PO {number} — {product name}" and the purchase order's order date, labelled with the shared component's generic "production run" styling.
`Line item (expanded)`	The product name, its batch number if tracked (or "No batch tracked"), and the quantity + unit received on that purchase order line.

Tips & Best Practices

Always search By Batch Number first when you receive a supplier recall notice — it is the most precise way to find every affected purchase order.
If you do not have the exact batch number handy, search by product name to get a broader (but still useful) list of purchase orders to review manually.
Make sure purchasing staff actually fill in the Batch Number field on purchase order line items — without it, this page has nothing to find for a given batch, even though the purchase order itself exists.

Troubleshooting & FAQ

The page shows "production run" or "recipe" wording that doesn't make sense for a wholesale/B2B business.

This is expected — Lot Traceability is a shared UI component originally built for the Bakery variant's production tracking, reused as-is for Wholesale. Functionally it searches your Purchase Orders instead; ignore the production-run wording and read each result as "one purchase order line item."

No purchase orders found, but I know we received this batch.

The search only matches purchase order line items that have a Batch Number recorded. If the batch number was never entered on the purchase order, or the order was entered as a simple line without lot tracking, it will not appear here.

Searching by batch number returns nothing.

The match requires the batch number text to be found within the recorded Batch Number field (case-insensitive partial match) — double-check the number against the supplier invoice or purchase order and retry with a shorter fragment if unsure of the exact format.

My results disappeared when I switched modes.

Expected — switching between By Batch Number and By Ingredient Name intentionally clears the query and results so you start a clean search in the new mode.