Before ordering
- Confirm the supplier can link batch documents to lot numbers.
- Confirm internal storage capacity and labels are ready.
- Know which documents you expect with the shipment.
A simple planning checklist before ordering, receiving, storing, and documenting a batch.
Use this as a lightweight pre-flight checklist. It is designed to reduce operational mistakes before the batch arrives, not after something has already gone wrong.
Before receipt
- Know who will receive the parcel and log it.
- Have a simple discrepancy workflow ready.
- Know where shipment photos and delivery notes will be stored.
After receipt
- Cross-check the lot numbers against the document pack.
- Log package condition, timing, and any visible temperature concern.
- Store or quarantine promptly based on the condition observed.
Before internal release
- Confirm the batch packet is complete enough for your process.
- Record any deviations or clarifications requested.
- Make sure traceability still runs cleanly from order to storage.
Small systems win Most preventable issues happen because a step was assumed, not recorded. This checklist exists to make those assumptions visible.