Batch Item Expiry Status

Overview

Below is a clear, business-focused explanation of the Batch Item Expiry Status report in Dafater.

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Report: Batch Item Expiry Status

Module: Stock
Purpose: Monitoring batch-wise stock based on expiry dates

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What business information this report provides

The Batch Item Expiry Status report gives a clear view of inventory that is managed by batch and expiry date. It shows:

• Which batch-controlled items are currently in stock
• Their expiry dates
• Whether stock is expired, near expiry, or still valid
• How much quantity is available per batch

This helps businesses control product quality, regulatory compliance, and inventory risk, especially for items with limited shelf life.

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When and why to use this report

You should use this report when:

• Managing perishable, regulated, or time-sensitive goods
• Ensuring expired items are not sold or used
• Planning clearance sales, returns, or write-offs
• Preparing for quality audits or compliance checks
• Reviewing stock health before production, sales, or distribution

Why it matters:
Expired or near-expiry stock can lead to financial loss, customer complaints, or compliance penalties. This report helps prevent those risks by providing early visibility.

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Key columns and what they mean for business

Typical business-relevant columns include:

• Item
  The product or material name being tracked.

• Batch No
  Identifies a specific production or procurement batch. Critical for traceability and recalls.

• Expiry Date
  The date after which the item should not be sold or used.

• Actual Quantity
  The quantity currently available in stock for that batch.

• Warehouse
  Shows where the batch is stored, helping with location-based decisions.

• Status (Expired / Near Expiry / Valid)
  Indicates whether the stock is already expired or approaching expiry based on today’s date.

Each column supports better inventory control and decision-making.

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Available filters and their business purpose

Common filters include:

• Item
  Focus on a specific product or product group.

• Batch No
  Investigate a particular batch, often used during quality checks or recalls.

• Warehouse
  Review expiry risk at a specific location or branch.

• Expiry Date Range
  Identify items expiring within a certain period (e.g., next 30 or 60 days).

• Show Expired / Near Expiry Only
  Quickly highlight high-risk stock that needs action.

These filters allow managers to prioritize attention where it matters most.

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How to interpret the results for business decisions

• Expired stock with quantity > 0
  Immediate action required: block usage, return to supplier, or write off.

• Near-expiry stock
  Consider:

  • Promotions or discounts
  • Faster consumption in production
  • Transfers to high-demand locations

• Large quantities close to expiry
  Indicates poor demand planning or over-purchasing. Adjust future procurement.

• Healthy stock with long validity
  No immediate action needed; confirms good inventory planning.

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Common use cases and scenarios

• Pharmaceuticals or medical supplies
  Prevent selling or issuing expired items.

• Food and beverage businesses
  Manage shelf life and reduce wastage.

• Manufacturing companies
  Ensure raw materials used in production are within valid dates.

• Retail operations
  Plan clearance sales for near-expiry products.

• Audit and compliance reviews
  Provide evidence of expiry control and batch traceability.

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Business value summary

The Batch Item Expiry Status report in Dafater helps businesses:

• Reduce inventory losses
• Protect brand reputation and customer safety
• Stay compliant with regulations
• Improve purchasing and stock planning
• Take proactive action before stock becomes unusable

It is a critical report for any business dealing with batch-managed and expiry-sensitive inventory.

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Report Information

• Module: Stock
• Related DocType: Stock Ledger Entry
• Report Type: Script Report
• Standard: Yes