Expiry Date

The Expiry date functionality allows tracking expiry dates and setting shelf life for the stock lots of parts, ingredients, and finished products.

Please note that the Expiry Date functionality requires Tracing to be enabled.

Jump to:

1. Demo video: Expiry date.
2. Enabling Expiry dates functionality.
3. Automatic calculation of the expiry date.
4. Manually setting the expiry date.
5. Using expired goods.
6. The expiry date of kits/bundles.
7. Transferring items with expiry dates.

Enabling Expiry dates functionality

This functionality can be enabled at Settings -> System settings -> Professional functions -> Expiry dates.

When it is enabled, then:

1. The "Expiry date" field is available for stock lots (at Stock -> Stock lots) and can be manually updated.
2. The default "Shelf life" in days can be set for items on the item's details page (at Stock -> Items).
3. Expired items are ignored when the software automatically creates bookings.
4. Automatically created bookings for materials and products are based on FEFO (First Expired, First Out), i.e., items that expire earlier are used before items that expire later.
5. The "Expire in 30 days" indicator will become available on the Dashboard. It will provide a report of all lots that expire in 30 days.

Automatic calculation of expiry date

When purchase orders or manufacturing orders are created, the software tries to automatically estimate the expiry date by adding the item's Shelf life to the date when this product is received in the stock, i.e., Expiry date = Available date + Shelf life.

Manually setting the Expiry date

The Expiry date can be set for each stock lot in its details at Stock -> Stock lots.

If a stock lot does not expire, leave this field empty.

Using expired goods

The software does not automatically book expired items, but it is possible to manually book them, use them in production, or ship them to customers.

If a product has expired and is going to be shipped, the software will issue a warning to the user when picking it up for shipment.

Expiry date of kits/bundles

The expiry date of a kit is calculated automatically and is equal to the earliest expiry date of the products in that kit. To change the kit's expiration date, please change the expiration date of the products contained in it.

Transfer orders and expiry dates

When making a transfer order between sites:

• If the source stock lot has an expiration date, the date will be copied to the target stock lot.
• Changing the expiry date in the initial stock lot also updates the expiration date in the target stock lot.