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Product Batch and Expiration Tracking Report

Lists the batches in stock with their expiry date, available quantity and value, so you can act on batches that expire soon.

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What it's for​

Use it weekly for products managed by Batch: set Expiring In (for example 60 days) to list the batches that expire within that time, then sell them first, move them to a busier branch, or return them to the supplier.

Example

With Expiring In 60 days, the pharmacist sees batch L2402 of Amoxicillin 500 mg, 30 boxes, expiring in 45 days, worth 4,500.00 at cost. She puts it on a promotion.

Options on the screen​

  • Expiring In: list batches that expire within this many days.
  • At the bottom: Total Available Qty, Total Cost, Total Wholesale and Total Retail.

Filters​

Click Filters to narrow the report. You can filter by:

Branch, Location, Stock No., Barcode, Name, Description, Batch Name, Batch Remarks, Supplier, Manufacturing Date, Admission Date, Manufacturer Warranty Start, Manufacturer Warranty End, Remarks, Purchase Inbound Sheet No., Purchase Inbound Date, Category Tag.

Columns​

ColumnWhat it shows
Parent CategoryThe category one level above the product's category.
NameThe product name.
Product DescriptionThe product's description.
Batch NameThe batch.
Expiry DateWhen the batch expires.
Batch RemarksRemarks entered with the batch.
SupplierThe product's default supplier.
Purchase Inbound DateWhen the batch was received.
Purchase Inbound Sheet No.The purchase inbound that received the batch.
Order QtyQuantity of the batch received.
Available QtyQuantity of the batch still in stock.
Cost PriceThe product's cost.
Wholesale PriceThe product's current wholesale price.
Retail PriceThe product's current retail price.
Amount (Cost)Available Qty × Cost Price.
Amount (Wholesale)Available Qty × Wholesale Price.
Amount (Retail)Available Qty × Retail Price.

Also shows: Branch, Location, Category, Barcode, Stock No., Manufacturing Date, Admission Date, Manufacturer Warranty Start, Manufacturer Warranty End, Alt. Unit, Alt. Unit Price, Sales Alt. Unit.

For searching, express filters, sorting, column settings, exporting and printing, see About reports.

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