Step by step
- Open Inventory > Batch Stock.
- Filter by location (Business), Expiry (Expired, Expiring soon, Good, Has expiry, No expiry date), Generic, Company and Products (Batch & expiry products or All products).
- Type a product name, code, batch number or generic name in the search box.
- Read the columns: Batch / Lot, Expiry, Days Left (red = expired, yellow = within the Near Expiry Warning days, green = good), Location, Came From (purchase invoice, opening stock, sales return, transfer or production), Qty Left and Stock Value.
- The footer shows the number of batches with their total quantity and value.
- Click the route icon in Action to see Where The Batch Went: received and left quantity, every sale that took the batch with the customer and the patient, and other movements such as write-offs, transfers and returns. Click an invoice to open the sale.
- Excel and Print export the list.
Good to know
- This page only shows the stock; nothing is changed here. Write off expired batches from Expired Product List.
- A batch is one purchase line (or opening stock, return, transfer or production line) with stock left. The list is sorted by the expiry date.
- Expiring soon uses the Near Expiry Warning days of Pharmacy Settings.
- A user of a shop sees only the batches of that shop.