{"id":8437,"date":"2023-03-02T13:24:15","date_gmt":"2023-03-02T13:24:15","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d8%aa%d8%a8%d8%b9-%d9%85%d9%86%d8%aa%d8%ac-%d8%a8%d8%aa%d8%a7%d8%b1%d9%8a%d8%ae-%d8%a7%d9%86%d8%aa%d9%87%d8%a7%d8%a1\/"},"modified":"2026-01-01T12:03:25","modified_gmt":"2026-01-01T12:03:25","slug":"tracking-a-product-by-expiry-date","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/tracking-a-product-by-expiry-date\/","title":{"rendered":"Tracking a Product by Expiry Date"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]In a previous topic, we explained <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/tracking-a-product-by-serial-number-in-daftra\/\">how to track a product by serial number and perform operations<\/a> in the program. In this topic, we will perform the same task but with a single difference, and that is the tracking method. Instead of the serial number, it will be the expiration date. Specifically, in this topic, we will cover:<\/p>\n<ul>\n<li>Setting the expiration date from inventory vouchers.<\/li>\n<li>Setting the expiration date from a purchase invoice.<\/li>\n<li>The impact of activating inventory vouchers on adding an expiration date for a product from a purchase invoice.<\/li>\n<li>Issuing a product with an expiration date from a sales invoice.<\/li>\n<li>Adding a product with expiration date tracking to a point of sale invoice.<\/li>\n<li>Product tracking tables.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Adding a Product with an Expiry Date Tracking Method&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1704114101745{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1701351797624{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-tenew-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-tenew-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-79\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"c879cfb2-cad5-4d2d-b5a6-240522351bce\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>To successfully complete this task, we first need to enable the product tracking system in inventory. Then, add a new product, specifying the tracking type as &#8220;<strong>Expiration Date<\/strong>.&#8221; Here are the steps:<\/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<p>[\/vc_column_text][vc_custom_heading text=&#8221;Activating Product Tracking System in Inventory&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]First, go to &#8220;<strong>Inventory<\/strong>&#8221; from the main menu, and select &#8220;<strong>Inventory Settings<\/strong>.&#8221;<\/p>\n<p>Click on the &#8220;<strong>General<\/strong>&#8221; tab.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42824 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Settings.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Settings.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Settings-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Settings-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Settings-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-skecs-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-skecs-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-7\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"ac1495fa-e661-4281-814c-20444f352a53\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Now, activate the option &#8220;<strong>Track Products Using Serial, Lot or Expiry Date<\/strong>&#8221; as shown in the image, then click on &#8220;<strong>Save<\/strong>.<\/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<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43573 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Tracking-System-.png\" alt=\"\" width=\"1183\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Tracking-System-.png 1183w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Tracking-System--300x160.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Tracking-System--1024x547.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Product-Tracking-System--768x410.png 768w\" sizes=\"auto, (max-width: 1183px) 100vw, 1183px\" \/><\/p>\n<p>By doing so, you have successfully activated the product tracking feature. Now, when adding a new product, you can assign one of the tracking methods:<\/p>\n<ul>\n<li><b>Serial Number<\/b><\/li>\n<li><b>Lot<\/b><\/li>\n<li><b>Expiry Date<\/b><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Adding a New Product and Selecting the Tracking Type (Expiry Date)&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701779995860{margin-left: 120px !important;}&#8221;][vc_column_text]After activating the product tracking feature, we can now add a new product and assign an expiry date to it as a tracking method.<\/p>\n<p>First, go to &#8220;<strong>Inventory<\/strong>&#8221; from the main menu, then select &#8220;<strong>Products and Services<\/strong>,&#8221; press &#8220;<strong>Add<\/strong>,&#8221; and choose &#8220;<strong>New Product<\/strong>&#8221; as illustrated in the image.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-skecs-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-skecs-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-15\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"944e60fd-cade-4362-a82b-1b1689b64d03\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>You can refer to the &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-products-services\/\"><strong>Add New Product<\/strong><\/a>&#8221; guide to learn how to fill in the rest of the details.<\/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<p>[\/vc_message][vc_column_text]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-skecs-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-skecs-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-17\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"9eee5675-8fc7-486f-b5ca-1d1a1c3d02cd\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>In our illustrative example, we will add the product &#8220;<strong>Soft Drinks<\/strong>&#8221; and fill in its basic information.<\/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<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43577 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Add-new-product-.png\" alt=\"\" width=\"1168\" height=\"585\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Add-new-product-.png 1168w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Add-new-product--300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Add-new-product--1024x513.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Add-new-product--768x385.png 768w\" sizes=\"auto, (max-width: 1168px) 100vw, 1168px\" \/><\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-skecs-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-skecs-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-19\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"592f0175-af79-4518-971a-2ea73baf505a\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Now, let&#8217;s move directly to the control panel for the product, specifically to the &#8220;<strong>Inventory Management<\/strong>&#8221; field, to activate the &#8220;<strong>Inventory Tracking<\/strong>&#8221; option. Here, you can see all available tracking methods: Serial Number, Lot, and Expiry Date, or Quantity Tracking only as illustrated in the image below:<\/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<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31672 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/87767890.png\" alt=\"\" width=\"808\" height=\"613\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/87767890.png 808w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/87767890-300x228.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/87767890-768x583.png 768w\" sizes=\"auto, (max-width: 808px) 100vw, 808px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Setting Expiry Date for Requisitions&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701781382345{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]The system 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<p>To set an expiry date for the product &#8220;<strong>Soft Drinks<\/strong>&#8221; using requisitions, click on &#8220;<strong>Inventory<\/strong>&#8221; from the main menu, then select &#8220;<strong>Manage Requisitions.<\/strong>&#8221;<\/p>\n<p>Afterwards, click on the &#8220;<strong>Add<\/strong>&#8221; button and choose &#8220;<strong>Manual Inbound<\/strong>&#8221; from the dropdown menu, as shown in the image.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43579 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Manage-requisitions.png\" alt=\"\" width=\"1216\" height=\"585\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Manage-requisitions.png 1216w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Manage-requisitions-300x144.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Manage-requisitions-1024x493.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Manage-requisitions-768x369.png 768w\" sizes=\"auto, (max-width: 1216px) 100vw, 1216px\" \/><\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-skecs-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-skecs-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-25\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"56e3ef43-04b4-4cfb-b7f8-e5dec614a543\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>And now, we 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<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-skecs-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-skecs-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-27\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"0c1a95d2-f2f1-4707-ae49-ea5acff6d0e5\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>You can refer to the &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/inventory-manual-transactions\/\"><strong>Creating a manual requisition<\/strong><\/a>&#8221; guide to complete this step.<\/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<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1741764032933{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-eksgg-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-eksgg-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-29\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"22257d16-2914-40ab-b08b-b351a02c05ea\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>In the &#8220;<strong>Items<\/strong>&#8221; field, select the product &#8220;<strong>Soft Drink<\/strong>&#8221; that you want to add to the requisition with an expiry date. In the &#8220;<strong>Quantity<\/strong>&#8221; field, specify the quantity of the &#8220;<strong> Soft Drink<\/strong>&#8221; product being added.<\/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<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9305\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-400.png\" alt=\"\" width=\"875\" height=\"519\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-400.png 875w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-400-300x178.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-400-768x456.png 768w\" sizes=\"auto, (max-width: 875px) 100vw, 875px\" \/><\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-umuaq-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-umuaq-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-31\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"fc13b2ba-3fe1-42ea-8700-52aef048b2e0\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>And now, in the &#8220;<strong>Calendar<\/strong>&#8221; field below the item, as illustrated in the image, specify the expiry date for the &#8220;<strong>Soft<\/strong> <strong>Drinks<\/strong>&#8221; product.<\/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<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-umuaq-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-umuaq-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-33\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"9e962981-4d68-4243-92cb-e8231116fcf0\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Alert!<\/p>\n<p>If there are multiple expiry dates for the same type of added product, you can specify the product more than once in the invoice items table with different expiry dates.<\/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<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1701783408344{margin-left: 200px !important;}&#8221;]<a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-402.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9307\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-402.png\" alt=\"\" width=\"849\" height=\"497\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-402.png 849w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-402-300x176.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-402-768x450.png 768w\" sizes=\"auto, (max-width: 849px) 100vw, 849px\" \/><\/a><\/p>\n<p>Now click on &#8220;<strong>Save<\/strong>&#8220;[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Setting an Expiry Date from the Purchase Invoice&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701783445448{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1701783622302{margin-left: 200px !important;}&#8221;]You can assign an expiry date to the &#8220;<strong>Soft Drinks<\/strong>&#8221; product from its purchase invoice as a tracking method.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]Alert!<\/p>\n<p>Before performing this task, make sure you have not activated &#8220;<strong>Requisitions for Purchases and Sales<\/strong>,&#8221; as enabling it would require you to add the serial number from the inbound requisition, not directly from the purchase invoice.<\/p>\n<p>You can refer to the guide &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/requisitions-of-purchases-sales\/\"><strong>activating requisitions for sales and purchases<\/strong><\/a>&#8221; to successfully complete this step.[\/vc_message][vc_column_text]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-umuaq-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-umuaq-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-35\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"8f4ed0ed-2396-4d33-803d-d37291e1c716\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Now, to set an expiry date for the &#8221; <strong>Soft Drinks<\/strong>&#8221; product from the purchase invoice, click on &#8220;<strong>Purchases<\/strong>&#8221; from the main menu, then select &#8220;<strong>Purchase Invoices,<\/strong>&#8221; and click on the &#8220;<strong>New Purchase Invoice<\/strong>&#8221; button, as shown in the image.<\/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<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31676 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/94043-3.png\" alt=\"\" width=\"1174\" height=\"568\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/94043-3.png 1174w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/94043-3-300x145.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/94043-3-1024x495.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/94043-3-768x372.png 768w\" sizes=\"auto, (max-width: 1174px) 100vw, 1174px\" \/><\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-umuaq-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-umuaq-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-37\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"d7633150-eeed-45d7-9bb8-1e397460a15c\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>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<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]You can refer to the guide &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/creating-a-purchase-invoice\/\"><strong>Creating a New Purchase Invoice<\/strong><\/a>&#8221; to assist you in this process.[\/vc_message][vc_column_text]In the &#8220;<strong>Items<\/strong>&#8221; field, select the product &#8220;<strong>Soft Drinks<\/strong>&#8221; that you want to add to the purchase invoice with an expiry date. In the &#8220;<strong>Quantity<\/strong>&#8221; field, enter the quantity of the &#8220;<strong>Soft Drinks<\/strong>&#8221; product that you specified earlier.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31678 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/9908978.png\" alt=\"\" width=\"1208\" height=\"517\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/9908978.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/9908978-300x128.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/9908978-1024x438.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/9908978-768x329.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-umuaq-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-umuaq-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-43\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"0f76a700-ba62-48b6-97c9-1783a350ef4c\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>And now, in the &#8220;<strong>Calendar<\/strong>&#8221; field below the item, as illustrated in the image, specify the expiry date for the &#8220;<strong>Soft Drinks<\/strong>&#8221; product.<\/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<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]Alert!<\/p>\n<p>If there are multiple expiry dates for the same type of added product, you can specify the product more than once in the invoice items table with different expiry dates.[\/vc_message][vc_column_text css=&#8221;.vc_custom_1741765069298{margin-left: 200px !important;}&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31680 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78766567.png\" alt=\"\" width=\"1208\" height=\"607\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78766567.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78766567-300x151.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78766567-1024x515.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78766567-768x386.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/p>\n<p>Now click on &#8220;<strong>Save<\/strong>&#8221; button.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;The Impact of Activating Requisition on Adding Expiry Date to a Product from a Purchase Invoice&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701784904470{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]When activating the &#8220;<strong>Enable Requisition for Purchases and Sales<\/strong>&#8221; option, the requisition becomes responsible for approving the issuance or receipt of purchases and sales, not the invoice.<\/p>\n<p>In this case, if you have enabled the &#8220;<strong>Enable\u00a0Requisition Purchases and Sales<\/strong>&#8221; option, you will need to add the expiry date to the purchase invoice from the inbound requisition related to the invoice. You can accomplish this by creating a purchase invoice for the product you want to track by expiry date.<\/p>\n<p>Afterward, go back to &#8220;<strong>Inventory<\/strong>&#8221; from the main menu, click on &#8220;<strong>Manage<\/strong> <strong>Requisition<\/strong>,&#8221; and choose this purchase invoice to set the expiry date for its items for tracking purposes.<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-umuaq-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-umuaq-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-53\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"f7f37bfc-8524-486e-bb0e-f0927cc3d802\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>However, if the &#8220;<strong>Enable Requisition for Purchases and Sales<\/strong>&#8221; option is not activated, you can directly set the expiry date from the invoice.<\/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<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Issuing a Product with an Expiry Date from the Sales Invoice&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701868547116{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1701868616883{margin-left: 200px !important;}&#8221;]You can issue a product with an expiry date from its sales invoice.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]Before performing this task, you must first ensure that &#8216;<strong>Enable Requisition for Purchases and Sales<\/strong>&#8216; 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.<\/p>\n<p>Refer to the guide &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/requisitions-of-purchases-sales\/\">Enabling Requisitions for sales and purchases<\/a>&#8221; to successfully complete this step.[\/vc_message][vc_column_text]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-jrxue-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-jrxue-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-179\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"75c18a8e-74c3-4227-a2df-88a40ddbfde2\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Now, let&#8217;s continue with the steps after confirming the deactivation of the setting for requisition for purchases and sales.<\/p>\n<p>First, click on &#8216;<strong>Sales<\/strong>&#8216; from the main menu, then choose &#8216;<strong>Create Invoice<\/strong>.&#8217;<\/p>\n<p>Enter the sales invoice data as required, and you can refer to the guide &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/creating-an-invoice\/\">Creating a new sales invoice<\/a>&#8221; for further details.<\/p>\n<p>In the &#8216;<strong>Items<\/strong>&#8216; field, select the product &#8216;<strong>Soft Drink<\/strong>&#8216; tracked by the expiry date.<\/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<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31682 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8976.png\" alt=\"\" width=\"1343\" height=\"612\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8976.png 1343w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8976-300x137.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8976-1024x467.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8976-768x350.png 768w\" sizes=\"auto, (max-width: 1343px) 100vw, 1343px\" \/><\/p>\n<p>In the calendar field select the expiry date of the product &#8220;<strong>Soft Drink<\/strong>&#8220;[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]Alert!<\/p>\n<p>The list of products with expiry dates that are selected must be available in stock; as no products with previously issued expiry dates will appear.[\/vc_message][vc_column_text css=&#8221;.vc_custom_1741765908334{margin-left: 200px !important;}&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31684 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/667788909.png\" alt=\"\" width=\"886\" height=\"489\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/667788909.png 886w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/667788909-300x166.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/667788909-768x424.png 768w\" sizes=\"auto, (max-width: 886px) 100vw, 886px\" \/><\/p>\n<p>Complete filling in the remaining details on the invoice, then click on the &#8216;<strong>Save<\/strong>&#8216; button.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Stop Selling Expired Tracking Items&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1720423795972{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]Click on &#8220;<strong>Sales Settings<\/strong>&#8221; under &#8220;<strong>Sales<\/strong>&#8221; in the main menu, then click on &#8220;<strong>Invoicing Settings<\/strong>,&#8221; activate the setting &#8220;<strong>Sell Expired Items<\/strong>,&#8221; and then click &#8220;<strong>Save<\/strong>.&#8221; This will prevent expired products from appearing automatically when creating an invoice.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43583 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Sell-Expired-Items-.png\" alt=\"\" width=\"1350\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Sell-Expired-Items-.png 1350w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Sell-Expired-Items--300x140.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Sell-Expired-Items--1024x479.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Sell-Expired-Items--768x359.png 768w\" sizes=\"auto, (max-width: 1350px) 100vw, 1350px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Adding an item with an expiration date tracking system to a POS invoice&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701869618239{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]You can add items with an expiration date tracking system when creating an invoice from the point of sale. To successfully complete this task, you must first activate the option to allow adding products with a tracking system to the invoice. Then, enter the sales screen and select the items. Here&#8217;s how:[\/vc_column_text][vc_custom_heading text=&#8221;Activate &#8216;Add Products with Tracking System to the Invoice'&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701869688532{margin-left: 120px !important;}&#8221;][vc_column_text]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-jrxue-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-jrxue-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-185\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"02aa0e86-2930-4115-a2d9-c62722c2dfb6\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>From the main menu, click on &#8216;<strong>POS<\/strong>,&#8217; then choose &#8216;<strong>POS Settings<\/strong>.&#8217;<\/p>\n<p>Click on the &#8216;<strong>General<\/strong>&#8216; tab.<\/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<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43558 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/\u0625\u0639\u062f\u0627\u062f\u0627\u062a-\u0646\u0642\u0627\u0637-\u0627\u0644\u0628\u064a\u0639-\u0627\u0644\u0639\u0627\u0645\u0629-.png\" alt=\"\" width=\"1365\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/\u0625\u0639\u062f\u0627\u062f\u0627\u062a-\u0646\u0642\u0627\u0637-\u0627\u0644\u0628\u064a\u0639-\u0627\u0644\u0639\u0627\u0645\u0629-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/\u0625\u0639\u062f\u0627\u062f\u0627\u062a-\u0646\u0642\u0627\u0637-\u0627\u0644\u0628\u064a\u0639-\u0627\u0644\u0639\u0627\u0645\u0629--300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/\u0625\u0639\u062f\u0627\u062f\u0627\u062a-\u0646\u0642\u0627\u0637-\u0627\u0644\u0628\u064a\u0639-\u0627\u0644\u0639\u0627\u0645\u0629--1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/\u0625\u0639\u062f\u0627\u062f\u0627\u062a-\u0646\u0642\u0627\u0637-\u0627\u0644\u0628\u064a\u0639-\u0627\u0644\u0639\u0627\u0645\u0629--768x356.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-jrxue-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-jrxue-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-187\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"a6b4e4da-4040-4ba1-8968-0057381f863e\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Activate the option &#8216;<strong>Accounting System Per Invoice,<\/strong>&#8216; and you will automatically see the possibility of activating the option &#8216;<strong>Add Products with Serial, Lot, or Expiry Date<\/strong>.&#8217; Activate this option as well.<\/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<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43539 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Accounting-System-Per-Invoice-.png\" alt=\"\" width=\"1190\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Accounting-System-Per-Invoice-.png 1190w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Accounting-System-Per-Invoice--300x159.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Accounting-System-Per-Invoice--1024x543.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Accounting-System-Per-Invoice--768x407.png 768w\" sizes=\"auto, (max-width: 1190px) 100vw, 1190px\" \/><\/p>\n<p>Then click the &#8216;<strong>Save<\/strong>&#8216; button, and you have successfully activated the option to allow adding products with a tracking system in the invoice.[\/vc_column_text][vc_custom_heading text=&#8221;Choosing a Product with Tracking System in the Sales Screen&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703681758941{margin-left: 120px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1701870600709{margin-left: 200px !important;}&#8221;]Now, we begin the task of creating a sales invoice from the POS and adding products to it with an expiration date tracking system.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]Before starting, you must first ensure that &#8216;<strong>Enable requisitions for purchases and sales<\/strong>&#8216; is not activated. In case of activation, you will need to specify the expiration date from the outbound requisition for the sale invoice, not directly from the sales invoice.<\/p>\n<p>You can refer to the &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/requisitions-of-purchases-sales\/\"><strong>Enabling requisitions for sales and purchases<\/strong><\/a>&#8221; to complete this step successfully.[\/vc_message][vc_column_text css=&#8221;.vc_custom_1741766183715{margin-left: 200px !important;}&#8221;]We continue the steps to create a sales invoice from the point of sale by clicking on &#8216;<strong>POS<\/strong>&#8216; from the main menu.<\/p>\n<p>Then click on &#8216;<strong>Start Selling<\/strong>&#8216; to open a new sales session or go directly to an already open sales session.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31688 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/76677889.png\" alt=\"\" width=\"1366\" height=\"637\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/76677889.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/76677889-300x140.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/76677889-1024x478.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/76677889-768x358.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>From the Sales Screen choose the product &#8216;<strong>Soft Drink<\/strong>.&#8217;<\/p>\n<p>A floating screen will appear, as shown in the following image, where we add the expiration date for the product &#8216;<strong>Soft Drink<\/strong>.'[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]Alert!<\/p>\n<p>If you enter an expiration date different from the one assigned to the product, the system will reject completing the task, indicating that the input is incorrect.[\/vc_message][vc_column_text css=&#8221;.vc_custom_1741766522043{margin-left: 200px !important;}&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31690 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78786578980.png\" alt=\"\" width=\"1203\" height=\"601\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78786578980.png 1203w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78786578980-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78786578980-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78786578980-768x384.png 768w\" sizes=\"auto, (max-width: 1203px) 100vw, 1203px\" \/><\/p>\n<p>Press the &#8220;<strong>Save<\/strong>&#8221; button, then proceed with the remaining steps to confirm and settle the invoice.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Tracking Stock Transactions Tables&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701871380514{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<article id=\"post-5363\" class=\"post-5363 post type-post status-publish format-standard has-post-thumbnail hentry category-manual\">\n<div class=\"post-inner-content\">\n<div class=\"entry-content\">\n<p>The system 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<p>To view the transaction of the &#8220;<strong>Soft Drinks<\/strong>&#8221; product tracked by the expiration date, first, click on &#8220;<strong>Inventory<\/strong>&#8221; from the main menu, then click on &#8220;<strong>Product<\/strong> <strong>Tracking<\/strong>.&#8221; You will see a list of products with assigned tracking methods.<\/p>\n<p>Choose from the displayed cards &#8220;<strong>Expiry Date<\/strong>.&#8221;<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-jrxue-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-jrxue-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-201\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"5e1f639a-724d-44b9-8b69-9d2c698011c4\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>As illustrated in the following image, you can see two cards: Serial Number and Expiry Date. This is because I am already tracking products by serial number and expiration date. If I were not tracking products by serial number, for example, the serial number card would not appear, and I would move directly to the control panel for products tracked by expiration date.<\/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<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43585 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Track-product-Expiry.png\" alt=\"\" width=\"1365\" height=\"626\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Track-product-Expiry.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Track-product-Expiry-300x138.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Track-product-Expiry-1024x470.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Track-product-Expiry-768x352.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-jrxue-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-jrxue-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-203\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"be6dbecb-3cd1-4811-957f-e975579c0afe\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>A list of products with assigned tracking methods (expiry date) will be displayed.<\/p>\n<p>Click on the &#8220;<strong>Soft Drink<\/strong>&#8221; product to view its inventory movement.<\/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<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-415.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9367\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-415.png\" alt=\"\" width=\"866\" height=\"580\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-415.png 866w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-415-300x201.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Screenshot-415-768x514.png 768w\" sizes=\"auto, (max-width: 866px) 100vw, 866px\" \/><\/a><\/p>\n<p>To view the details of the product movement, click on the &#8220;<strong>Stock Transaction<\/strong>&#8221; tab.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31692 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78677980.png\" alt=\"\" width=\"920\" height=\"360\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78677980.png 920w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78677980-300x117.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/78677980-768x301.png 768w\" sizes=\"auto, (max-width: 920px) 100vw, 920px\" \/><\/p>\n<p>And thus, we have reviewed the movement of the product &#8220;<strong>Soft Drink<\/strong>&#8220;, identified its expiration date, and accessed its purchase and sales invoices.<\/p>\n<\/div>\n<footer class=\"entry-meta\"><\/footer>\n<\/div>\n<\/article>\n<nav class=\"navigation post-navigation\" role=\"navigation\"><\/nav>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":16,"template":"","categories":[2177,2185],"tags":[4621,4622],"class_list":["post-8437","user_manual","type-user_manual","status-publish","hentry","category-inventory","category-product-tracking","tag-----en","tag----en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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