Setting Up Product Tracking with Expiry Date

Prerequisites

Product Tracking Activation is a prerequisite from Inventory Settings.

Please follow the tutorial “Activating Product Tracking” for more information and a step-by-step guide.

Select “Inventory” using the drop-down menu.
Select “Products & Services“.
Add a new product or edit an existing one following the tutorials “Adding a Product” or “Editing a Product” as required.
Input the product’s Inventory Information
- Tracking Type: Select “Expiry Date” using the drop-down menu.
- Set the product’s “Low Stock Threshold” as required.
Click “Save“.
- Note that the Tracking Type cannot be changed once set.

Adding a stock quantity to a product tracked by the expiry date can be done in two ways

Select “Inventory” from the navigation menu.
Select “Manage Requisitions“.
Click the button “Add“.
Select “Manual Inbound” using the drop-down menu.
Select the product with expiry date tracking using the drop-down menu under “Items“.
Input the product’s “Expiry Date” as required.
Input the product’s quantity under “Quantity“.
- Note that you can add a different expiry date to the same product by re-selecting it in a new row as needed.
Click “Confirm“.
- For more information, please refer to the tutorial “Adding a Manual Inbound Requisition“.

Select “Sales” from the navigation menu.
Select “Create Invoice“.
Input the invoice details following the detailed tutorial “Creating an Invoice“.
Select the product with expiry date tracking using the drop-down menu under “Items“.
Input the product’s “Expiry Date” as required.
Input the product’s quantity under “Quantity“.
- Note that you can add a different expiry date to the same product by re-selecting it in a new row as needed.
Proceed with the invoice creation.
Save the invoice following the detailed tutorial “Previewing and Saving an Invoice“.