Products, Inventory and Warehouse

Batch and expiry tracking

For anything that expires, a count is not enough — you need to know which lot, bought when, and how long it has left.

All plansAndroid · iOS · Web · Windows

When a number on the shelf is not enough

A chemist, a food shop and a paint dealer all have the same problem: two units of the same item are not interchangeable if one expires next month. Stock kept as a single number cannot answer which one to sell, and the answer shows up as write-offs.

Tracking by batch keeps the lot with its expiry date, so the stock on hand is a list rather than a figure, and the one that should go out first is visible at the counter instead of at the back of the shelf.

Working by batch

  1. 1Turn it on for the item

    Batch tracking is a property of the items that need it.

  2. 2Record the batch in

    The lot and its expiry date, as the purchase is entered.

  3. 3Pick a batch at billing

    The sale takes from the lot you choose.

  4. 4Watch the dates

    Batch reports show what is near expiry while it can still be sold.

Inside Products, Inventory and Warehouse

What you sell and how much of it you have. Stock moves as you bill and purchase rather than waiting for someone to update a register, and the items themselves carry the detail a bill needs: rate, tax slab, unit, and a code to scan.

Set the items up once and the rest of the app leans on them — the counter, the invoice, the order and every stock report read from the same list.

What it works with

The other way of identifying individual stock, and the counts behind both.

Reports it feeds

Batch summary · Batch transaction · Stock summary · Item low stock

Every feature, by plan →

Questions people ask

Do all my items need batches?

No — it is set per item, so only what genuinely expires has to be tracked that way.

Can I see what is close to expiry?

Yes, through the batch reports, which show the lots you hold and the dates they carry.

How is this different from serial numbers?

A batch is a lot of identical units bought together; a serial number identifies one single piece.

Sell the lot that expires first

Stock with dates on it needs to be a list, not a number.