Table of Contents

Overview

Perishable items normally have expiry dates and may also have batch numbers.

Pressure exists to avoid purchasing too much stock (as it may expire) and selling what you have.

See Sales Based Forecasting Training Product Forecasting Based on Sales History for:

1. Managing purchasing
2. Risk into the bin report (stock that is predicted to expire before it will be sold)
3. Low Stock Report (stock that is predicted to run out before the next purchase order can be placed)

Configure your host company to support perishable Articles

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Perishable flag on Article

Managing perishable items in the system starts with flagging the individual articles as perishable

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Now all movements of this stock article will require a use by date.

Batch number flag on Article

If batch numbers are tracked

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Receipting stock into the system - default expiry dates

The system provides default expected expiry date that can be over-ridden on receipt of stock.  This is also used to predict stock expiry on receipt in the Sales Based Forecasting Module.

The majority of any suppliers products will be provided with the same minimum expiry days - so set the supplier default

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The value on Supplier will not cover all Articles - so those with different default use by dates are set at the Article Level.  As a general rule the Article value over-rides the supplier value.

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When stock is receipted on a Purchase Order Receipt that has less than the expected minimum useby days

1. A warning shows to the operator - in case they have made a mistake
2. An email is sent internally to notify of the short dated stock receipt

Quarantine days is used for planning date to purchase more stock

UseBy Days for Distributors you send stock to

Distributors normally require extended stock expiry compared with end customers as they plan to sell to end customers.

Hence planning for stock availability requires a combination of knowing which sales are to distributors:

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The minimum expiry you want to ship them set at the Article level

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Absolute minimum expiry length a customer will accept

Note that you can set absolute minimum expiry at the customer level if required for any customerImage Removed

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Stock Article Temperature Requirements

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Warehouse Locations Temperature Capabilities

Stock storage will be limited to the locations that suit them

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Dietary and Lifestyle Claims / Nutritional Information Panel (Stock Article)

First define the NIP items

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Then update the individual articles

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Allergens / Alibi Claims

There are two lists here

1. The Allergens list
2. The Alibi list (this product was produced on equipment that may have had contact with...)

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Ingredients List

The website ingredients list can be maintained for each article

MSDS - Material Safety Data Sheets

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