Assigning an Expiry Date to a Product

First, before assigning an expiration date to a product, you need to add a product with an expiration date tracking system. To learn more about how to add a product tracked by its expiration date, you can consult the guide “Track products by expiration date”.

Assigning an Expiry Date on Requisitions

1. Click on “Inventory” from the main menu.
2. Click on “Manage Requisitions“.
3. Click on the “Add” button.
4. Select “Manual Inbound” from the drop-down menu.
5. Enter the requisition data as required. For more details on how to enter requisition data, see the guide “Creating an Inbound Requisition”.
6. In the “Items” field, select from the drop-down menu the product tracked by the expiration date for which you want to assign an expiration date.
7. In the “Calendar” field below the item, select the expiration date for the product you selected above.
   • Note: If there are multiple expiration dates for the same type of added product, you can select the product multiple times in the invoice items table with different expiration dates as needed.
8. Click on the “Confirm” button to save the actions you have taken.

Assigning the Expiry Date on a Purchase Invoice

1. Click on “Purchases” from the main menu.
2. Click on “Purchase Invoices“.
3. Click on the “New Purchase Invoice” button.
4. Enter the purchase invoice data as required.
5. In the “Items” field, select from the drop-down menu the product tracked by the expiration date for which you want to assign an expiration date.
6. In the “Calendar” field below the item, select the expiration date for the product you selected above.
   • Note: If there are multiple expiration dates for the same type of added product, you can select the product multiple times in the invoice items table with different expiration dates as needed.
7. Complete the remaining purchase invoice data as required. For more details on how to enter purchase data, refer to the guide “Adding a Purchase Invoice”.
8. Click on the “Save” button.

• Note: In case of activating “Requisitions for Purchases and Sales“, the expiration date is added from the inbound requisition related to the purchase invoice, found in the “Requisitions” tab when viewing the invoice.