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Stock Expiry Report Reports

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ourerp.org/reports/stock-expiry Reports Stock Expiry Report Our ERP · blueprint preview

Lists remaining stock lots with manufacture and expiry dates so expired or soon-to-expire batches can be identified and removed.

The Stock Expiry Report tracks batches of stock (grouped by product variation, expiry date and lot number) that still have quantity remaining, showing manufacture date, expiry date and the quantity left after sales, adjustments and returns. It requires the stock_report.view permission and only includes products with stock tracking enabled.

A quick expiry filter dropdown jumps straight to batches that are already Expired or expiring within 1 week, 15 days, 1 month, 3 months, 6 months, or 1 year. Additional filters cover Location (also hides products not stocked at that location), Category, Sub-category, Brand, Unit and an option to show only manufactured production output.

Each row links to the originating purchase reference and offers an Edit action to update the manufacture/expiry date on that purchase line, plus a Remove from Stock action (once a batch's expiry date has passed) to write off the expired quantity.

Step-by-step Workflow

  1. Open the reportGo to Reports > Stock Expiry Report.
  2. Choose an expiry windowUse the filter to view items already expired or expiring soon.
  3. Narrow by location or categoryApply optional product filters.
  4. Review remaining stockCheck the stock left for each lot/batch.
  5. Correct dates if neededUse the edit action to fix a purchase line's expiry date.
  6. Remove expired stockUse the remove-from-stock action to write off expired batches.