How do I track batch records for a compounding pharmacy in Odoo?

Steps

1. Define formula as mrp.bom with controlled components, potencies, and revision on BOM reference field.
2. Enable lot tracking on ingredients and finished compounded product with expiration on stock.lot.
3. Create MO per batch; reserve specific ingredient lots via move lines with potency adjustments if modeled.
4. Use quality.point for in-process checks (pH, weight, visual) on work order steps.
5. Attach PDF batch record or structured fields via custom model linked to mrp.production and lot.
6. Release finished lot with approval group; block delivery pickings until quality state is pass.
7. Trace dispenses to patients or prescribers via delivery orders or serial/lot on outgoing moves.

Common mistakes

• Using generic MOs without linking to formula revision numbers.
• Allowing ingredient swaps without controlled BOM alternate approval.
• Missing potency adjustment on active ingredient quantities.
• Shipping before quality.check release on finished lot.
• Storing batch records only outside Odoo without lot linkage.

Odoo version notes

Compounding workflows typically use Enterprise MRP, Quality, and Expiry on Odoo 16–18; Community needs OCA or custom batch record models. Regulatory expectations exceed standard Odoo—plan validation and Part 11 controls. Upgrade carefully: retest custom batch forms and signature flows on 17/18 staging.

When to bring in help

If the fix touches custom modules, regulated traceability, or production outages, a focused rescue sprint beats months of trial and error. See our Odoo service.

See our industry practice