Industry configuration

Plan around the stock you can actually ship.

Keep batches, expiry dates and customer orders connected. Review available stock and delivery requirements together, with traceability through receipts, picks and returns.

The warehouse in the Cobalt business campus, with stock storage and handling areas.
What it covers

Which batch should we pick for this delivery?

Check expiry and available quantity against the customer’s requirement. Keep the chosen batch with the movement record so it can be traced later.

  • Batches with best-before dates recorded on every stock movement
  • First expired, first out: the oldest stock is picked first, enforced at the pick rather than just suggested
  • Stock close to its date flagged before it has to be written off
  • Promotional prices with start and end dates, applied on the order line
  • Cases and layers alongside single units, on the same product
  • Recall by batch, tracing it to every customer who received it
A working example

See the decision in context.

Follow the records behind an everyday question, then review the next step with your team.

Which batch can cover the order?

Use expiry and available quantities together when planning the pick.

Fresh goodsIllustrative records
Illustrative batch availability
BatchExpiryAvailable
B-10112 Oct80 cases
B-10219 Oct140 cases

Check shelf-life requirements before assigning the batch.

Review the customer’s delivery date and minimum shelf life, then retain the chosen batch with the pick and movement records.

Illustrative records and figures. Open the relevant sources and review the result in your own business context.
What it doesn't do

What it doesn't change.

This industry configuration brings together relevant Cobalt workflows. It is not a separate product or a separate set of books. The six onboarding categories are listed on the What’s included page; the industry examples here show how the wider system can be configured.

No separate industry fee

There is no separate charge for an industry configuration. The underlying capabilities and limits still depend on your subscription plan.

Switchable later

Review your configuration as the business changes. Existing records remain in the same system.

You don't have to pick one

Without an industry configuration you can use the standard workspace. The modules and limits available are those included in your plan.

FAQ

Frequently asked questions.

Can it trace a batch to the customers who received it?

Yes. Every stock movement records the batch, so for a recall you can trace a batch forward to each delivery and customer, and back to the supplier delivery it came in on.

Does this configuration cost extra?

There is no separate industry-configuration fee. Features such as manufacturing, advanced warehouse operations and group reporting still require the relevant subscription plan.

Can I switch this configuration later?

Review the proposed configuration changes with your team before applying them. Check permissions, workflows and plan requirements rather than treating a configuration change as a data migration.

Is this configuration available now?

Yes. Review the workflows described on this page against your requirements and the plan comparison before rollout. Wholesale and subscription packs are also generally available.

Start from a setup that fits your business.

The FMCG & fresh industry configuration has no separate fee. Check the underlying plan requirements and discuss your setup with us.

Book a demo
You can export your data at any time.