Module BatchSafe Pro EN

From Dolibarr ERP CRM Wiki
Jump to navigation Jump to search

BatchSafe Pro

BatchSafe Pro is a Dolibarr module for centralized batch and lot status control.

It helps organizations manage lot availability, quarantine, inspection, release, rejection and recall workflows while keeping a clear history of status changes.

BatchSafe Pro can be used independently or integrated with LabQC Pro and Warehouse Scanner Pro.


Central Batch Control

Overview

BatchSafe Pro adds an operational quality and warehouse safety layer to Dolibarr lot-controlled products.

It allows authorized users to assign and manage controlled statuses for each lot and provides additional protection for warehouse operations when used with compatible PanciucSoft modules.

Main supported statuses:

  • Available
  • In quarantine
  • Under inspection
  • Released
  • Rejected
  • Recalled

Main features

Central Batch Control

BatchSafe Pro provides a dedicated Batch Control interface where users can:

  • Search by product reference or label
  • Search by batch / lot number
  • Filter by status
  • Display or hide zero-stock lots
  • View available stock
  • Open individual lot records
  • Review current lot status

The interface is responsive and suitable for desktop, tablet and smartphone use.

Status workflow

Each batch can move through controlled operational statuses.

Status Typical meaning
Available Lot is available for normal operations.
In quarantine Lot is temporarily blocked pending review.
Under inspection Quality-control or inspection activities are in progress.
Released Lot has been approved for normal warehouse use.
Rejected Lot has failed review or quality requirements and is blocked.
Recalled Lot has been recalled and must not be used for normal outbound operations.
Quarantine and release workflow

Critical status changes such as quarantine, rejection or recall can require a reason.

Status history and traceability

BatchSafe Pro records lot status changes with traceability information including:

  • Previous status
  • New status
  • User
  • Date and time
  • Reason
  • Note

This provides a clear history of batch decisions and supports internal review and audit activities.

Complete status history and audit trail

Zero-stock lot filtering

Lots with zero available stock can be hidden from the operational Batch Control list.

A dedicated option allows users to display zero-stock lots when historical review is required.

LabQC Pro integration

When LabQC Pro is installed, BatchSafe Pro can synchronize lot status with laboratory quality-control workflows.

Typical behavior includes:

  • New QC test → Under inspection
  • Finalized PASS → Released
  • Finalized FAIL / OOS → Rejected
LabQC Pro integration

Existing manual critical holds are preserved and are not silently overwritten by automatic synchronization.

LabQC Pro integration is optional.

Warehouse Scanner Pro integration

When Warehouse Scanner Pro is installed, BatchSafe Pro can protect warehouse operations according to lot status.

Typical outbound behavior:

BatchSafe status Remove / Ship Transfer Receive
Available Allowed Allowed Allowed
Released Allowed Allowed Allowed
In quarantine Blocked Blocked Allowed
Under inspection Blocked Blocked Allowed
Rejected Blocked Blocked Allowed
Recalled Blocked Blocked Allowed
Warehouse Scanner Pro protection

The blocking reason is displayed directly to the warehouse operator.

Receiving stock remains possible for blocked lots so incoming stock can still be recorded without making the lot eligible for outbound operations.

FEFO protection

When BatchSafe Pro and Warehouse Scanner Pro are used together, blocked lots can be excluded from normal FEFO selection.

Available and Released lots remain eligible, while blocked statuses can be prevented from being selected for outbound operations.

A manually entered blocked lot is still checked before the stock movement is created.

FEFO protection


Inventory and Undo protection

BatchSafe Pro integration can also protect indirect stock decreases.

Examples include:

  • Negative inventory adjustments on blocked lots
  • Undo operations that would decrease a blocked lot

These operations can be refused when the current lot status does not permit stock removal.

Independent operation

BatchSafe Pro does not require LabQC Pro or Warehouse Scanner Pro.

It can be used independently for manual batch status management.

The integrations provide additional automated quality and warehouse protection when the related modules are installed.

Installation

  1. Download the BatchSafe Pro package.
  2. Go to Home → Setup → Modules/Applications in Dolibarr.
  3. Install or upload the module package.
  4. Enable BatchSafe Pro.
  5. Make sure lot / serial number management is enabled for products that require batch control.
  6. Configure user permissions as required.

Requirements

  • Dolibarr V19 to V24
  • PHP 7.4 or later
  • Dolibarr lot / serial number management for batch-controlled products

Version

Current documented version:

BatchSafe Pro 1.1.10

Mobile support

BatchSafe Pro includes a responsive interface suitable for smartphones and tablets.

The mobile Batch Control view provides:

  • Search and filtering
  • Compact lot cards
  • Status badges
  • Lot stock information
  • Quick access to lot details
  • Status history

Support

Support and product information:

support@panciucsoft.com

BatchSafe Pro is developed by PanciucSoft.

License

BatchSafe Pro is distributed under the GPL-3.0-or-later license.

Regulatory notice

BatchSafe Pro is a software tool for batch and lot workflow management.

It does not replace an organization's quality management system, regulatory procedures, validation activities or legally required controls.