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Track batches and expiry dates

Record lots with expiry dates, watch what is about to expire, and use the soonest-expiring stock first.

1Check what is expiring

Open Supply Chain → Batches & Expiry. The cards count what is Expired, Due ≤ 30 days, Due ≤ 90 days and the Units at risk. The table below lists each batch with its expiry and status.

Scalar360 screen: Check what is expiring — Numbered outlines show what to click, in order.

2Select an item

Under Manage item batches, choose Select an item and search for the item you want to manage.

Scalar360 screen: Select an item — Numbered outlines show what to click, in order.

3Turn on batch tracking

An item that is not tracked shows Not batch tracked. Choose Turn on tracking to manage its lots. Turn it off again with Turn off.

Scalar360 screen: Turn on batch tracking — Numbered outlines show what to click, in order.

4Review the batches

A tracked item lists each Batch with its Expiry, quantity and a badge showing the days left. Stock is used first-expiry-first-out.

Scalar360 screen: Review the batches — Numbered outlines show what to click, in order.

5Add a batch

In Add batch (goods-in), enter the Batch #, Expiry date, Warehouse and Quantity, and a Unit cost if it differs from the item's cost. Choose Add batch to add the stock.

Scalar360 screen: Add a batch — Numbered outlines show what to click, in order.

Correct stock with a stock adjustmentRecord a stock count, damage, loss or expiry against a warehouse, with a reason, so every correction is auditable.See an item's stock and movement historyCheck how much of an item you have, where it's stored and every stock movement that got it there — and make a quick stock in or out.

Still stuck? Contact our support team — or start a free trial to try this in your own company.