The Expiring inventory report allows you to quickly obtain up-to-date information about the inventory of products for which the expiration date is tracked.
With this report, you can monitor products with approaching expiration dates, plan their sale or write-off, launch promotions for products with expiring shelf life, and reduce the risk of selling expired products.
This report is especially useful for businesses in the retail, manufacturing, medical, and food industries, where it is important to maintain strict control over product shelf life.
To access this report, the “Expiring inventory” right must be enabled in the employee role settings in the “Reports” section.
To generate the report, go to the Reports > Inventory > Expiring inventory page.
The report is generated based on the following parameters:
1. Period — allows you to select the period for which the report will be generated.
2. Warehouse — allows you to filter data by inventory that contains products with an expiry date.
3. Category — allows you to select the product categories for which the report should be generated.
4. Status (expiration date) — displays the expiration status of the product using color indicators and status names.
After selecting the desired parameters, click the “Apply” button.
The table displays the following data:
Product — product name. Clicking on it will open the profile of this product.
SKU — SKU assigned to the product.
Code — unique product code.
Posting — the number of the document under which this product was received. Clicking on the number will open the receipt document itself.
Expiration date — the end date of the shelf life specified during receipt.
Expiring period — the remaining shelf life, which is displayed according to the following logic:
up to 30 days — in days;
from 31 days to 24 months — in months (for example, 17 months and 8 days is 17 months);
more than 24 months — in years (for example, 5.6 years is 5 years);
after the expiration date — as a negative value in days (for example, “-5 days”).
In stock — current product balance.
Status — color coding with a text value indicating the product's suitability.
What do the colored status indicators mean?
Green (Normal) — the product's expiration date is still far away, no urgent action is required.
Red (Expired) — the product's expiration date has passed.
You can also customize the columns displayed in this report. To do this, click the gear icon and check the boxes next to the columns you want to display.
You can print the report or export it to your PC as an Excel file. To do this, click Actions and select the desired action.