CanopyDocs

Lots

Batch tracking with expiry, origin, and status — and how sellable stock is calculated.

For perishable products — say a live-fermented hot sauce or a refrigerated mayo — Inventory → Lots tracks each batch with its own expiry, origin, and status.

The Lots list

StatusMeaning
ActiveIn good standing — counts toward sellable stock (unless expired or short-dated).
On HoldA soft, reversible hold — held back from picks pending a decision (e.g. a QA check).
RecalledA hard, terminal withdrawal — blocked from picking and shipping.

Each lot rolls up its current on-hand units, expiry, received date, and status. Open a lot to see its manufactured date, vendor, and notes — and, for your 3PL's team, the actions to place a hold, release it, or recall the lot.

A lot's detail view

Only sellable stock counts toward a SKU's available quantity. Stock on expired, short-dated, on-hold, or recalled lots stays fully visible here, but the system won't let it be allocated or shipped. (The dashboard's inventory health days-of-cover is also sellable-aware; the days-of-stock pill on the SKU list is based on total on-hand.)