{"id":12570,"date":"2024-02-14T13:41:58","date_gmt":"2024-02-14T13:41:58","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=12570"},"modified":"2024-03-19T11:28:34","modified_gmt":"2024-03-19T11:28:34","slug":"track-beauty-products-by-expiry-date","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/track-beauty-products-by-expiry-date\/","title":{"rendered":"Track Beauty Products by Expiry Date"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]Keeping track of beauty product expiry dates is crucial for ensuring customer safety, maintaining product effectiveness, and complying with regulations. This ensures quality, saves costs, and ensures readiness, highlighting its importance in upholding high standards and professional accountability in the beauty sector.<\/p>\n

Therefore, Daftra offers a user-friendly “Track Beauty Products by Expiry Date<\/strong>” feature, enabling seamless monitoring of your salon or beauty products. This guide will explain the complete procedure of adding a new beauty product and its expiry date.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”How to Add a Product with an Expiry Date” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1709463077047{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]To complete this task, we first need to enable the product tracking system in inventory. Then, add a new product, specifying the tracking type as \u201cExpiration Date<\/strong>.\u201d Here are the steps:[\/vc_column_text][vc_custom_heading text=”Activating Product Tracking System in Inventory” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1709463213826{margin-left: 120px !important;}”][vc_column_text]<\/p>\n

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First, go to \u201cInventory<\/strong>\u201d from the main menu, and select \u201cInventory Settings<\/strong>.\u201d<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Click on the \u201cGeneral<\/strong>\u201d tab.<\/p>\n

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Now, activate the option \u201cTrack Products Using Serial, Lot or Expiry Date<\/strong>\u201d, then click \u201cSave<\/strong>.<\/p>\n

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By doing so, you have successfully activated the product tracking feature. Now, when adding a new product, you can select the desired tracking method.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

After activating the product tracking feature, we can now add a new product and assign an expiry date to it as a tracking method.<\/span><\/p>\n

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First, go to \u201cInventory<\/strong>\u201d from the main menu, then select \u201cProducts and Services<\/strong>,\u201d press \u201cAdd<\/strong>,\u201d and choose \u201cNew Product<\/strong>\u201d as illustrated in the image.<\/p>\n

In our illustrative example, we will add the product \u201cHair Dye<\/strong>\u201d and fill in its basic information.<\/p>\n<\/div>\n<\/div>\n

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When scrolling down you\u2019ll find the \u201cInventory Management<\/strong>\u201d field, where you\u2019ll activate the \u201cInventory Tracking<\/strong>\u201d option. Here, you can see all available tracking methods: Serial Number, Lot, and Expiry Date, or Quantity Tracking as illustrated in the image below:<\/p>\n

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\"\"<\/a>[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]For more details refer to the \u201cAdd a New Product<\/strong><\/a>\u201d guide.[\/vc_message][vc_custom_heading text=”Setting Expiry Date for Requisitions” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1709467842549{margin-left: 120px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Daftra also allows you, when adding a new product through requisitions or adding a quantity to an existing product, to assign an expiry date to that product as a tracking method.<\/p>\n

To set an expiry date for the product \u201cHair Dye<\/strong>\u201d using requisitions, click on \u201cInventory<\/strong>\u201d from the main menu, then select \u201cManage Requisitions.<\/strong>\u201d<\/p>\n

Afterwards, click on the \u201cAdd<\/strong>\u201d button and choose \u201cManual Inbound<\/strong>\u201d from the dropdown menu, as shown in the image.[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]\u00a0For more details refer to the \u201cCreating a Manual Requisition<\/a>\u201d guide.<\/strong>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

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And now, enter the requisition data according to what is required.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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In the \u201cItems<\/strong>\u201d field, select the product \u201cHair Dye<\/strong>\u201d that you want to add to the requisition with an expiry date. In the \u201cQuantity<\/strong>\u201d field, specify the quantity of the \u201c Hair Dye<\/strong>\u201d product being added. From the field below the item, a calendar will appear to add the expiry date of the product.<\/p>\n

Then click \u201cConfirm<\/strong>\u201d<\/p>\n

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[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1709217841002{margin-left: 200px !important;}”]<\/p>\n

Alert!<\/strong><\/p>\n

If there are multiple expiry dates for the same type of added product, you can specify the product more than once in the inbound requisition items table with different expiry dates.<\/p><\/blockquote>\n

[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Setting an Expiry Date from the Purchase Invoice” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1709468441420{margin-left: 120px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]You can also assign an expiry date to the medical products from its purchase invoice as a tracking method.[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1709468563670{margin-left: 200px !important;}”]<\/p>\n

Alert!<\/strong><\/p>\n

Before performing this task, make sure you have not activated \u201cRequisitions for Purchases and Sales<\/strong>,\u201d as enabling it would require you to add the expiry date from the inbound requisition, not directly from the purchase invoice.<\/p><\/blockquote>\n

[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]Refer to the guide \u201cActivating Requisitions for Sales and Purchases<\/a>\u201d <\/strong>to complete this step.[\/vc_message][vc_column_text]<\/p>\n

Now, to set an expiry date for the \u201dHair Dye<\/strong>\u201d product from the purchase invoice, click on \u201cPurchases<\/strong>\u201d from the main menu, then select \u201cPurchase Invoices,<\/strong>\u201d and click on the \u201cNew Purchase Invoice<\/strong>\u201d button, as shown in the image.<\/p>\n

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Now, we need to enter the purchase invoice data as required.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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In the \u201cItems<\/strong>\u201d field, select the product \u201cHair Dye<\/strong>\u201d that you want to add to the purchase invoice with an expiry date. In the \u201cQuantity<\/strong>\u201d field, enter the quantity of the \u201cHair Dye<\/strong>\u201d product that you specified earlier.<\/p>\n

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Then click \u201cSave<\/strong>\u201d[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]You can refer to the guide \u201cCreating a New Purchase Invoice<\/a>\u201d<\/strong> to assist you in this process.[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Issuing a Product with an Expiry Date from the Sales Invoice” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1709469441243{margin-left: 120px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

You can issue a product with an expiry date from its sales invoice.<\/p>\n

[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1709469814907{margin-left: 200px !important;}”]Before performing this task, you must first ensure that \u2018Enable Requisition for Purchases and Sales<\/strong>\u2018 is not activated. In case of activation, you will need to add the expiry date from the outbound requisition related to the sales invoice, not directly from the sales invoice.[\/vc_message][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]Refer to the guide \u201cEnabling Requisitions for Sales and Purchases<\/a><\/strong>\u201d to complete this step.[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Now, let\u2019s continue with the steps after confirming the deactivation of the setting for requisition for purchases and sales.<\/p>\n

First, click on \u2018Sales<\/strong>\u2018 from the main menu, then choose \u2018Create Invoice<\/strong>.\u2019<\/p>\n

Enter the sales invoice data as required, and you can refer to the guide \u201cCreating a new sales invoice<\/a><\/strong>\u201d for further details.<\/p>\n

In the \u2018Items<\/strong>\u2018 field, select the product \u2018Hair Dye<\/strong>\u2018 tracked by the expiry date.<\/p>\n

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Complete filling in the remaining details on the invoice, then click the \u2018Save<\/strong>\u2018 button.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Tracking Stock Transactions Tables” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1709471552415{margin-left: 120px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Daftra provides a feature to review the transaction of tracked products in organized tables. This feature enables us to access the expiration date of a product and identify its purchase and sales invoices.<\/p>\n

To view the transaction of the \u201cHair Dye<\/strong>\u201d product tracked by the expiration date, first, click on \u201cInventory<\/strong>\u201d from the main menu, then click on \u201cProduct<\/strong>\u00a0Tracking<\/strong>.\u201d You will see a list of products with assigned tracking methods.[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1709471637437{margin-left: 200px !important;}”]If you have an expired product, it will appear in the table as illustrated in the following photo.<\/strong>[\/vc_message][vc_column_text]\"\"<\/a><\/p>\n

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A list of products with assigned tracking methods (expiry date) will be displayed.<\/p>\n

Click on the \u201cHair Dye<\/strong>\u201d product to view its inventory movement.<\/p>\n

Click on \u201cStock Transactions<\/strong>\u201d<\/p>\n

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Thus, we have reviewed the movement of the product \u201cHair Dye<\/strong>\u201c, identified its expiration date, and accessed its purchase and sales invoices.<\/p>\n<\/div>\n