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PRODUCT EXPIRY AND RELATED SETTINGS

Product Expiry Tracking

Product Expiry Tracking helps you monitor batch expiry dates, prevent the sale of expired products, and receive alerts before products expire.

It is ideal for businesses that sell food, beverages, pharmaceuticals, cosmetics, and other products with expiry dates.

Enabling Product Expiry Tracking

  1. Go to Settings → Business Settings → Products.

  2. Enable Product Expiry Tracking.

  3. Enable Batch Numbers for complete batch-level tracking.

  4. Save your changes.

Tip: Batch Numbers are recommended when using Product Expiry Tracking, as expiry dates are tracked for individual batches.


Expiry Behavior

Choose how IsleBooks POS should handle expired products.

Keep Selling

Expired products remain available for sale.

This option is useful if expiry dates are used only for monitoring purposes.

Stop Selling N Days Before Expiry

Automatically prevent products from being sold a specified number of days before their expiry date.

For example, if you enter 7 days, products become unavailable for sale seven days before their expiry date.


Stock Accounting Method

Select the inventory costing method used when selling stock.

FIFO (First In, First Out)

The oldest available stock is sold first.

Example:

Batch

Quantity

Batch A

20

Batch B

20

If 22 units are sold:

  • 20 units are deducted from Batch A

  • 2 units are deducted from Batch B

The remaining stock is:

  • Batch A: 0

  • Batch B: 18


AVCO (Average Cost)

Products continue to be issued from the oldest available batches, while the Cost of Goods Sold (COGS) is calculated using the weighted average cost of all available inventory.

Important: Select your preferred stock accounting method before recording sales. Changing the accounting method after transactions have been processed may not affect existing inventory records.


Recording Expiry Dates

Once Product Expiry Tracking is enabled, you can enter the following information when receiving stock:

  • Batch Number

  • Manufacturing Date (if applicable)

  • Expiry Date

Expiry information can be recorded when adding:

  • Purchases

  • Opening Stock


Batch & Expiry Report

To view products by batch or expiry date:

  1. Go to Reports → Product Reports → Batch / Expiry Report.

  2. Apply any required filters.

Available filters include:

  • Batch Number

  • Expired Products

  • Products Expiring Within a Selected Number of Days

  • Business Location

This report helps identify products that require attention before they expire.


Removing Expired Stock

Expired inventory should be removed using a Stock Adjustment.

  1. Go to Stock → Stock Adjustments.

  2. Create a new stock adjustment.

  3. Select the expired batch.

  4. Record the quantity being written off.

This ensures inventory quantities remain accurate while preserving a complete audit trail.


Expiry Alerts

IsleBooks POS can notify you when products are approaching their expiry date or have already expired.

Alerts are available:

  • On the Dashboard

  • Through Telegram notifications

  • Through WhatsApp notifications (subject to template limitations)

Note: Telegram notifications include full expiry details. WhatsApp notifications may contain limited information due to message template restrictions.


Dashboard Alert Period

To configure how far in advance expiry alerts appear:

  1. Go to Settings → Business Settings → Dashboard.

  2. Set View Stock Expiry Alert For.

  3. Enter the number of days before expiry that alerts should be displayed.

For example, entering 30 displays products that will expire within the next 30 days.

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