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Receiving & Inspection
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Inspect and verify incoming goods against purchase orders (quantity, model, packaging).
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Record batch/lot numbers, serial numbers, supplier information.
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Reject or quarantine any goods that fail inspection.
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Inventory Location & Storage Control
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Assign fixed or dynamic storage locations with clear bin/rack labeling.
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Use barcode / RFID tagging for each pallet / carton / unit.
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Enforce “first in, first out” (FIFO) or “first expire, first out” (FEFO) as applicable.
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Monitor environmental conditions (temperature, humidity) if needed, and maintain logs.
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Warehouse Management System (WMS)
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Use WMS to manage stock-in, stock-out, transfer, replenishment, cycle counting, etc.
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Real-time inventory visibility to avoid discrepancies and stockouts.
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Integrate WMS with ERP, production, and quality systems.
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Cycle Counting & Audit
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Perform regular cycle counts (daily, weekly, monthly) to verify physical inventory against records.
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Investigate and reconcile discrepancies immediately.
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Use automated scanning systems / robotics to assist counting (as DCL Logistics has done with DexoryView, improving pallet location accuracy and counting speed)
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Material Handling & Workflow Control
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Use warehouse control systems (WCS) to coordinate conveyors, sorters, AS/RS, picking, packing, etc.
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Optimize picking paths, batch picking, and order consolidation to reduce travel and errors.
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Implement standard operating procedures (SOPs) for handling, movement, and packing.
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Security & Access Control
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Restrict warehouse access to authorized personnel.
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Monitor via CCTV, keycards, entry logs.
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Maintain clean and organized warehouse to prevent mix-ups and damage.
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Returns / Defect / Quarantine Management
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Designate quarantine areas for defective, returned, or nonconforming products.
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Track movement of those goods and resolution status.
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After repair or disposal, update records accordingly.
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Performance Monitoring & KPIs
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Monitor key metrics such as inventory accuracy, order picking accuracy, on-time shipments, stock turnover.
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Use dashboards and alerts to flag anomalies.
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Unique Identification & Labeling
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Assign unique identifiers to each product unit, batch, or lot (e.g. serial number, lot code, barcode, QR code, RFID).
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Labels should carry key information: product model, batch/lot, production date, expiration (if applicable).
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Data Capture at Each Step
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At each process step (receiving, storage, production, inspection, packing, shipping), scan and record the identifier.
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Record associated metadata: timestamp, operator, machine, materials used, quality inspection results.
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Linking Records Through Lifecycle
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Maintain relational links between raw materials, subcomponents, assembly steps, test records, and final product.
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Store trace logs so you can trace backward (which raw materials used in a unit) and forward (where a unit was shipped).
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Traceability Database / Information System
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Use a centralized database (or ERP module) to store all trace data.
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Provide query functions: given a serial / lot, retrieve its full history (supplier, process, inspections, storage, shipment).
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Recall & Contingency Preparedness
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Be able to rapidly identify and isolate affected batches if a defect or safety issue is found.
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Maintain “critical tracking events” and “key data elements” to support recall actions (similar concepts used in regulated industries).
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Audit Trail & Change Control
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Prevent unauthorized modification/deletion of trace data; keep timestamped logs of changes.
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Version control for system configurations and processes.
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Periodic audits to validate trace data integrity.
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Transparency & Reporting
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Provide clients or regulatory bodies with traceability reports as needed (e.g. for quality audits, compliance).
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Optionally, allow customers to scan QR / barcode to see product provenance (for enhanced transparency).
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Advanced Technologies (optional / future)
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RFID or IoT sensors to automate tracking and environmental monitoring.
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Blockchain or distributed ledger for tamper-proof traceability across multiple stakeholders.
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Vision systems or computer vision to assist trace reading (color codes, pattern recognition)
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