Track batches, expiry and serial numbers

Turn on tracking in the product, capture batches and serials at receipt and sale, and watch expiry on the Expiry Radar.

Batches and expiry

  1. Go to Inventory > Products and open the product (or tap Add Product).
  2. Switch on Batch Tracking and Expiry Date Tracking.
  3. Enter the Batch Number and the Expiry Date for the stock you have now, then save.
  4. When new stock arrives, enter the batch number and expiry on the receipt.

Watch expiry: Expiry Radar

  1. Go to Inventory > Expiry Radar.
  2. You see counts for Expiring in 7 days, Expiring in 30 days and Expiring in 90 days, plus Total batches tracked and Expired.
  3. The Expiry Timeline groups batches as Critical (≤7 days), Warning (8-30 days) and Caution (31-90 days).
  4. The Expiring Batches table lists Product, Batch, Quantity, Expiry Date and Status.
  5. To clear near-expiry stock, tap Liquidate. A Liquidation Campaign window lets you set a Discount Percentage and prepares a WhatsApp message.

Sell the earliest expiry first, so stock does not expire on the shelf.

Serial numbers

  1. In the product, use the Serial Number / IMEI field in the tracking section for units you must trace.
  2. Use Inventory > Serial Search to look up a serial number and see its history.
Never reuse one serial number for a different unit.