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 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

Perishable flag on Article

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

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

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

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.

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:

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

Absolute minimum expiry length a customer will accept

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

Stock Article Temperature Requirements

Warehouse Locations Temperature Capabilities

Stock storage will be limited to the locations that suit them

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

Allergens Panel

MSDS - Material Safety Data Sheets