Batch & Expiry Management
Batch tracking allows you to trace groups of items through your inventory by batch number, with optional expiry date tracking. Enabling Batch Tracking Navigate to Settings. Enable...
Batch tracking allows you to trace groups of items through your inventory by batch number, with optional expiry date tracking.
Enabling Batch Tracking
- Navigate to Settings.
- Enable Batch Tracking and optionally Expiry Tracking for the Inventory workspace.
- Edit each applicable Goods product, keep Track Inventory enabled, and enable Track Batches on that product.
- Enable Enforce FEFO (First Expiry First Out) when the earliest-expiring eligible batch must be allocated first.
A product can use batch tracking or serial tracking, but not both.
If the Pharmacy module is active, batch tracking, expiry tracking, and FEFO enforcement cannot be disabled.
Viewing Batches
Navigate to Batches to see all batches. Each entry shows:
- Batch number
- Product and location
- Manufacturing date and expiry date
- Quantity on hand
- Unit cost
- Status
Batch Statuses
| Status | Description |
|---|---|
| Active | Normal allocation candidate while quantity remains, subject to expiry controls |
| Expired | Batch has been marked expired |
| Depleted | Quantity reduced to zero |
| Quarantined | Held for quality inspection |
The Expiry Report evaluates expiry_date directly, so it can identify a past-dated batch even when its stored status still says Active. Do not rely on status alone when reviewing expiry risk.
Expiry Alerts
The dashboard uses the configurable Expiry Alert Days value, which defaults to 30 days. The Expiry Report has a separate query window that defaults to 90 days and can be changed when running the report.
FEFO (First Expiry First Out)
When FEFO is enforced, sales automatically deduct from the batch with the earliest expiry date. Batches with no expiry date are treated as non-perishable and used last.