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Tracking Expiration Dates: Act Before Products Expire

Expired medication is money lost — and, worse, a safety risk for your patients. The Expiration Dates screen gathers every batch with an expiration date in one place, sorted by urgency, so you can act while there is still time: run a promotion, prioritize usage, or arrange a return with the supplier.

Opening the Expiration Screen​

From the main dashboard:

  1. Click on Product Management in the left-hand sidebar.
  2. Select Inventory, then Expiration Dates.

You can also reach it from the Review expirations quick action on the Inventory dashboard.

Reading the Screen​

At the top, four counters summarize the situation at a glance:

  • Expired (red): Lots already past their expiration date.
  • Expire in 30 days (orange): The most urgent lots still usable.
  • 31–60 days (blue): Next in line.
  • 61–90 days (light): On the radar, no rush yet.

Use the two date filters to adjust the window you want to review.

The grid below lists each batch with:

  • Lot Number: The batch identifier registered when the stock entered.
  • Expiration: A colored badge showing how many days are left (or how many days overdue).
  • Storage Location: Where the batch is stored — so you know exactly which refrigerator or shelf to check.
  • Supplier: Who you bought it from, useful for negotiating returns.
  • Unit Cost: What each unit cost, helping you measure the value at risk.
Where does this information come from?

Expiration tracking only works if batches are registered with their dates. When receiving products, always fill in the Batch Number and Expiration Date in the entry form — see Registering Stock Operations.

What To Do With Expiring Lots​

A simple weekly routine keeps losses near zero:

  1. Open the screen and review the Expired counter first — remove expired items from stock with an Exit or Adjustment operation, keeping your balances honest.
  2. For lots in the 30-day range, plan usage: prioritize these batches in consultations and sales, or contact the supplier about exchanges.
  3. Check the 31–90 day ranges monthly to adjust purchasing and avoid overstocking short-lived products.

Next Steps​

Learn how to hold stock for confirmed orders: Managing Stock Reservations.

If you encounter any difficulties during this process, do not hesitate to contact our support.