Track Expiry Dates

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1.0 Enable Expiry Date Tracking for an Item

1. Navigate to the Item List (Stock > Items > Item).
2. Select the raw material item.
3. Under the Inventory section:
   • Ensure Has Batch is checked.
   • Check Has Expiry Date to enable expiry tracking.
4. Save the item.

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1.1 Assign Expiry Dates to Batches

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A. During Batch Creation

1. Go to the Batch list (Stock > Batch).
2. Click New.
3. Fill in:
   • Batch ID: Unique identifier (e.g., BATCH-RAW-2024).
   • Item: Select the raw material item.
   • Expiry Date: Set the expiration date (mandatory).
4. Save.

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B. During Stock Receipt (Purchase Receipt)

1. Create a Purchase Receipt (Stock > Purchase Receipt > New).
2. Add the raw material item and batch:
   • If Automatically Create New Batch is enabled, the system will prompt you to enter the Expiry Date for the new batch.
3. Submit the receipt.

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2.0 Monitor Expiry Dates

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A. Batch List View

1. Go to Batch list (Stock > Batch).
2. Use filters or the Expiry Date column to identify batches nearing expiration.

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B. Expiry Report

1. Run the Stock Ageing Report (Stock > Reports > Stock Ageing).
2. Filter by Item and Batch to view expiry dates and remaining shelf life.

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3.0 Set Up Expiry Alerts

1. Navigate to Stock Settings (Settings > Stock Settings).
2. Under Expiry Alerts:
   • Enable Notify Before Expiry.
   • Set Alert Days (e.g., 30 days before expiry).
3. Assign Users/Roles to receive notifications.

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4.0 Handle Expired Batches

• Block Usage: Expired batches are automatically excluded from being selected in Stock Entry or Production transactions.
• Write Off: Create a Stock Entry with purpose Material Transfer to move expired batches to a scrap warehouse.