Expired Goods

Report Module Guide: Expired Goods Report

Module Location

Inventory > Reports > Expired Goods

Module Objective

The Expired Goods Report module is used to generate a list of all items in inventory that will or have already passed their expiration date. This report is crucial for companies that manage goods with a limited shelf life (such as food, beverages, or chemicals) to minimize losses and ensure product quality.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Warehouse / Item/Service Category Type:

  • Filter the report for a specific Warehouse or Category Type (e.g., FINISHED GOODS).

• Period:

  • Specify the date range in the From and To fields.

• Based on:

  • Important! Select the basis for the period filter:

  • Arrival Date: Displays goods that were received in that period.

  • Expiry Date: Displays goods that will expire in that period.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the parameters you need. To see goods that will expire this month, select Based on: Expiry Date and set the Period for the current month.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons at the bottom:

• [Display Report]: To preview the report directly on your screen.

• [Export to MS Excel]: To download the report data in an Excel file format.

3. Reading the Report (Report Content)

The generated report is a list of items managed by batch or lot, along with their expiration dates.

This report displays important details such as:

• Item/Service Code and Item/Service Name.

• Arrival Date: When this batch of goods was received.

• Expiry Date: The expiration date for that batch.

• Lot No: The batch or lot number of the goods.

• Qty: The remaining quantity of that batch.

Tips & Important Notes

• Use this report proactively to identify goods that are approaching their expiration date.

• Goods nearing expiration can be prioritized for sale (using the FEFO - First Expired, First Out principle) or be used for a promotional program to avoid losses.

• This report is crucial for the Warehouse Management, Quality Control (QC), and Sales teams.