Batch Tracking for Candle Makers: Why It Matters and How to Do It
Batch tracking protects your business, satisfies wholesale buyers, and makes quality control possible. Learn what to record, how to set up a system, and avoid common mistakes.
Last updated: January 2026
"Which candles used that wax with the weird smell?"
If you can't answer that question instantly, you need batch tracking. It's not just for big manufacturers—it protects your business, satisfies wholesale buyers, and makes quality control actually possible.
This guide covers why batch tracking matters, how to set up a simple system, and what to record for each batch.
In this guide:
- What is batch tracking and why it matters
- Setting up a batch numbering system (3 options)
- What to record for each batch (minimum + recommended)
- How long to keep records (3-7 years)
- Common batch tracking mistakes to avoid
- Free batch record template
What Is Batch Tracking?
Batch tracking (also called lot tracking) means assigning a unique identifier to each production run and recording:
- What you made
- When you made it
- What materials you used
- How much you made
- Any notes about the batch
Example batch record:
| Field | Value |
|---|---|
| Batch Number | 2024-127 |
| Date | December 15, 2024 |
| Product | Apple Harvest 8oz Soy Candle |
| Quantity | 24 |
| Wax | Golden Brands 464, Lot #5847 |
| Fragrance | Apple Harvest FO, Lot #AH-2024-09 |
| Wick | CD-10, ordered Oct 2024 |
| Notes | Perfect pour, no issues |
If a customer has a problem with one of those candles, you can trace it back to this batch and these specific materials.
Why Batch Tracking Matters
1. Recall Readiness
Nightmare scenario: Your fragrance supplier discovers a contaminated batch of oil. They issue a recall.
Without batch tracking:
- Which candles used that oil? 🤷
- When did you use it? 🤷
- Who bought those candles? 🤷
- You might need to recall EVERYTHING
With batch tracking:
- Check records: "That lot was used in batches 2024-098 through 2024-112"
- Only recall those specific candles
- Contact only affected customers
The difference between recalling 50 candles and 500 candles.
2. Wholesale Requirements
Professional buyers—boutiques, gift shops, hotel suppliers—often require batch/lot tracking. It's standard business practice for consumer goods.
Common wholesale requirements:
- Lot number on each product
- Ability to trace ingredients by lot
- Production date records
- Quality control documentation
No batch tracking = no wholesale accounts.
3. Quality Control
"These candles are tunneling. These aren't. What's different?"
Without batch tracking:
- "I don't know, I made them all the same way"
- Guess and hope
With batch tracking:
- Batch 2024-115: Golden Brands 464, Lot #5702
- Batch 2024-118: Golden Brands 464, Lot #5847
- Different wax lots = different performance
Now you can report the issue to your supplier with specifics.
4. Customer Complaints
Customer: "This candle smells different than the one I bought last month."
Without batch tracking:
- "Sorry, I'm not sure what happened"
- No way to investigate
- Customer loses trust
With batch tracking:
- "Let me check. That candle was from Batch 2024-102. The previous one was 2024-089. Same fragrance lot, but different wax shipment. Let me look into that."
- Professional response
- Actual investigation possible
5. Insurance and Legal Protection
If a candle causes damage (fire, injury, property damage), you need records.
Batch tracking demonstrates:
- You follow manufacturing best practices
- You can identify exactly what was in that product
- You maintain quality control
- You're a professional operation, not careless
This matters for insurance claims and liability situations.
Setting Up a Batch Numbering System
Option 1: Date-Based (Recommended for Most Makers)
Format: YYYY-XXX or YYYYMMDD-XX
Examples:
2024-127= 127th batch of 202420241215-02= 2nd batch on December 15, 2024
Pros:
- Easy to understand
- Shows age at a glance
- Sorts chronologically
- Simple to implement
Option 2: Product-Based
Format: PRODUCT-YYYY-XXX
Examples:
APL8-2024-015= Apple Harvest 8oz, 15th batch of 2024PSP16-2024-008= Pumpkin Spice 16oz, 8th batch of 2024
Pros:
- Identifies product without looking up records
- Good if you make many product types
Cons:
- Longer numbers
- More complex
Option 3: Sequential Only
Format: XXXXX
Examples:
00127= 127th batch ever02847= 2,847th batch ever
Pros:
- Simplest format
- Never resets
Cons:
- No date information in the number
- Harder to estimate when batch was made
What to Record for Each Batch
Minimum Records (Non-Negotiable)
| Field | What to Record |
|---|---|
| Batch number | Your unique identifier |
| Date | Production date |
| Product | What you made |
| Quantity | How many units |
| Wax | Type and supplier lot number |
| Fragrance | Name and supplier lot number |
| Wick | Type and order date/lot |
Recommended Additional Records
| Field | What to Record |
|---|---|
| Container lot | If tracking (especially for glass) |
| Pour temperature | Wax temp at pour |
| Room temperature | Ambient conditions |
| Cure start date | When curing began (soy wax needs 1-2 weeks) |
| QC passed date | When you approved for sale |
| Notes | Anything unusual |
For Wholesale/GMP Compliance
| Field | What to Record |
|---|---|
| Equipment used | Pouring pitcher ID, scale ID |
| Operator | Who made the batch |
| Weight verification | Confirmed fill weights |
| Visual inspection | Pass/fail, any issues |
| Signature/initials | Who approved the batch |
Where to Track Batches
Paper Logbook
A dedicated notebook for production records.
Pros:
- Simple, no tech required
- Always works
- Physical backup
Cons:
- Not searchable
- Can be lost or damaged
- Hard to analyze patterns
Best for: Very small operations, backup records
Spreadsheet
Google Sheets or Excel with one row per batch.
Pros:
- Free
- Searchable
- Can filter and sort
- Backup to cloud
Cons:
- Manual entry
- No material linkage
- Gets unwieldy at scale
Best for: Small to medium operations, tight budget
Inventory/Manufacturing Software
Dedicated tools like Craftybase, Inventora, or PetalMade.
Pros:
- Links batches to materials automatically
- Connects to sales (which customer got which batch)
- Generates reports
- Integrates with other systems
Cons:
- Monthly cost
- Learning curve
- Dependent on software
Best for: Growing businesses, wholesale, serious quality control
How Long to Keep Batch Records
Minimum Retention
At least 3 years for all batch records.
Why 3 years:
- Typical statute of limitations for product liability in many states (ranges from 1-4 years by state)
- IRS tax documentation requirements (3 years minimum, up to 7 for certain situations)
- Customer might reference old purchase
Recommended Retention
5-7 years or indefinitely for digital records.
Storage costs for digital records are essentially zero. Paper takes space but is reliable. When in doubt, keep records for 7 years—it covers most legal and tax requirements.
What Triggers Longer Retention
- Any customer complaint → Keep those batch records longer
- Any quality issue → Keep records of investigation
- Any insurance claim → Keep forever
- Wholesale accounts → Ask about their requirements
Batch Tracking Workflow
Step 1: Before Production
Gather all materials and note lot numbers:
- Wax: Check bag label
- Fragrance: Check bottle
- Wicks: Note order date or lot if available
- Containers: Note if you're tracking
Step 2: Assign Batch Number
Before you start pouring, create the batch record with your next sequential number.
Step 3: During Production
Note anything unusual:
- Wax behaving differently
- Fragrance color variation
- Room temperature extremes
- Equipment issues
Step 4: After Production
Complete the record:
- Final quantity made
- Any units discarded (and why)
- Cure start date
- Notes on appearance
Step 5: Quality Control
After curing:
- Visual inspection
- Burn test (sample from batch)
- Approval for sale
- QC date and initials
Step 6: Link to Sales
When sold, record which batch went to which order (if your system supports this).
Batch Tracking for Multi-Product Candles
If you make candles AND wax melts AND diffusers, track batches for all products:
| Batch | Product Type | Notes |
|---|---|---|
| 2024-127 | Candle 8oz | Apple Harvest |
| 2024-128 | Wax Melts | Apple Harvest (same FO lot as 127) |
| 2024-129 | Diffuser | Lavender Fields |
The batch numbers are sequential across all products. This keeps things simple and chronological.
Common Batch Tracking Mistakes
Mistake 1: Not Tracking Supplier Lot Numbers
You track YOUR batch numbers but not what lot of wax or fragrance you used.
Problem: You can't trace quality issues back to suppliers.
Fix: Record supplier lot numbers for wax and fragrance at minimum.
Mistake 2: Inconsistent Numbering
"Sometimes I use dates, sometimes just numbers, sometimes I forget..."
Problem: Records become unsearchable and unreliable.
Fix: Pick one system and use it every single time.
Mistake 3: Recording After the Fact
"I'll write it down later." You won't.
Problem: Missing records, inaccurate details.
Fix: Create the batch record BEFORE you start production.
Mistake 4: Not Linking Batches to Sales
You know what you made. You don't know who bought which batch.
Problem: If there's a recall, you can't contact affected customers.
Fix: Track batch numbers on orders (even manually).
Mistake 5: Only Tracking When Required
"I only started tracking batches for that wholesale account."
Problem: Your Etsy candles from last month have no records.
Fix: Track everything, always. It's the same effort.
Simple Batch Record Template
Copy this for your spreadsheet:
| Batch # | Date | Product | Qty | Wax Type | Wax Lot | Fragrance | FO Lot | Wick | Pour Temp | Notes | QC Date | QC Pass |
Example row:
| 2024-127 | 12/15/24 | Apple Harvest 8oz | 24 | GB 464 | 5847 | Apple Harvest | AH-2024-09 | CD-10 | 135°F | Perfect pour | 12/29/24 | Y |
Key Takeaways
- Batch tracking = traceability — know exactly what went into each product
- Required for wholesale — professional buyers expect it
- Essential for recalls — protect yourself from liability
- Quality control depends on it — can't fix what you can't track
- Keep records 3-7 years — or indefinitely for digital
- Record supplier lot numbers — not just your batch numbers
- Create records BEFORE production — not after
Frequently Asked Questions
What is a batch number for candles?
A batch number (or lot number) is a unique identifier assigned to each production run of candles. It lets you trace exactly which materials went into a specific group of candles, when they were made, and who bought them—essential for quality control, recalls, and wholesale requirements.
Do I legally need batch tracking for candles?
There's no federal law requiring batch tracking for candles. However, wholesale buyers typically require it, product liability insurance expects it, and it's essential for quality control. If a recall happens, batch tracking limits your exposure to specific affected products rather than your entire inventory.
How long should I keep candle batch records?
Keep records for at least 3-7 years. Three years covers most product liability statutes of limitations and IRS requirements. For digital records, keep them indefinitely—storage is essentially free. Any batch with a customer complaint, quality issue, or insurance claim should be kept forever.
What's the best batch number format for candles?
Date-based formats like YYYY-XXX (e.g., 2025-127) are most popular because they show age at a glance and sort chronologically. For high-volume makers, YYYYMMDD-XX (e.g., 20251215-02) provides more specificity.
Should I track supplier lot numbers too?
Yes—this is the step most candle makers skip and regret. When a supplier has a quality issue (bad wax batch, contaminated fragrance), tracking their lot numbers lets you identify exactly which of your batches are affected. Without it, you might need to recall everything made with that ingredient.
Stop Tracking Batches in Notebooks
PetalMade automatically links batches to materials, connects to sales, and generates the documentation wholesale buyers want—without the spreadsheet headaches.
Start Your Free 14-Day Trial →
No credit card required.
Ready for batch tracking that actually works?
PetalMade links your batches to materials, sales, and customers automatically.
Start Your Free 14-Day Trial →
No credit card required.
Important Disclaimer
This guide provides general educational information only. You are solely responsible for product safety testing, regulatory compliance in your jurisdiction, proper insurance coverage, and consulting qualified professionals when needed. Starling Petals LLC is not liable for any injuries, damages, or losses resulting from the use of this information. See our Terms of Service for details.
Ready to put this into practice?
PetalMade helps you manage your products, ensure IFRA compliance, and grow your maker business.
Start Your Free Trial