Inventory & stock
Manage batches & expiry
Track each delivery lot and use eligible stock in expiry order.
WHERE TO FIND IT
Inventory → Batches
Step by step
Enable batch tracking on the product with your manager's approval.
When receiving stock, enter batch number, expiry and quantity; check batch prices if enabled.
At checkout, review the selected eligible batch and its price before completing.
Filter near-expiry stock regularly and separate expired or damaged goods.
Configure batch prices and selection
- Enable batch or expiry tracking before receiving stock. In Settings → Pricing, choose product-based pricing or Batch-wise pricing. With batch pricing, enter cost, selling price and MRP for each received batch; MRP cannot be below selling price.
- On the first switch, inspect existing batch values; missing prices are initialised from the effective product, variant or store values. Switching back uses product prices without erasing saved batch history.
- Checkout suggests an eligible batch using earliest expiry first, then oldest received stock for undated lots. One selected batch must cover the requested quantity; the system does not silently combine lots. Change the batch on the line when necessary and recheck the price.
- Use Pick the batch automatically at checkout in Cashier settings to choose automatic selection or a picker on each scan. Enable the expired-stock block and restrict any override permission to authorised staff.
Review expiry and archive empty batches
- Use Live, Soon and Expired tabs, filter by store and sort by location to inspect shelves. Expired stock remains in inventory until a recorded removal; take it off the shelf and post the appropriate adjustment or return.
- Archive only a batch with zero quantity. Its transaction history remains and it moves to Archived; use Restore when needed. Receiving the same batch number again can reactivate it.
Tools and options
- Batch & lot records
- Track product lots with manufacture and expiry dates.
- Batch-level cost, price & MRP
- Keep different prices for different lots when enabled.
- Product-price fallback
- Use product prices when a batch has no specific price.
- Soon-expiring & expired views
- Find short-dated stock before it becomes a loss.
- FEFO & FIFO selection
- Suggest earliest expiry first, or oldest stock for other batches.
- Manual batch choice
- Choose another eligible lot when a particular batch is needed.
- Block expired sales
- Optionally prevent expired batches from reaching checkout.
- Batch history & removal
- Review lot records and remove unused batches where permitted.