POSArtisanDOCS

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

  1. Enable batch tracking on the product with your manager's approval.

  2. When receiving stock, enter batch number, expiry and quantity; check batch prices if enabled.

  3. At checkout, review the selected eligible batch and its price before completing.

  4. Filter near-expiry stock regularly and separate expired or damaged goods.

Configure batch prices and selection

  1. 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.
  2. 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.
  3. 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.
  4. 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

  1. 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.
  2. 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.

Batches list

Settings batch pricing

A little help goes a long way.

Start with common fixes, or contact our team with your store, terminal and the issue you see.

Troubleshooting
Screen guide