How to Monitor Expiring Products in Perfect Inventory Manager

2025-06-30

⏳ Expiring Products Page

“Stay ahead of expiry — identify at-risk items and prevent waste.”

🎯 Purpose of This Page

The Expiring Products Page helps you monitor products that are approaching or have passed their expiry date.

This page allows you to:

  • See all expiring products across stores
  • Track how soon each product will expire
  • Take proactive action: reorder, rotate stock, or dispose
  • Quickly navigate to each product’s detail view for decisions

🧠 Who Should Use This Page?

  • Pharmacy managers tracking medication expiry
  • Store officers responsible for consumables
  • Inventory supervisors preparing for monthly audits
  • Procurement staff deciding what to reorder or dispose

📅 How Expiry is Calculated

Each product has an expiry date field. The system:

  • Calculates the time remaining before expiry
  • Flags products nearing expiry based on system-wide expiry threshold (e.g., 30 days)
  • Sorts and displays products with the soonest expiry at the top

✅ The logic behind these alerts is automatically enforced — no need for manual filtering.

🔍 What You Can Do on This Page

Feature Description
🔎 Search Bar Find products by name
📦 List of At-Risk Items View products nearing or past expiry
📤 Export Button Export the list to CSV/JSON for audits or suppliers
🖨️ Print Button Print physical lists for disposal or review
📅 Expiry Countdown See how many days remain until expiry (or how long it’s been expired)
📦 Click-to-Open Tap a product to open its full profile in the Inventory Page

🧰 Example Workflow: Disposal Planning

  1. The Pharmacy Officer runs a weekly check to prepare a disposal form for expired stock.
  2. Open Expiring Products Page
  3. Review products marked as expired (in red)
  4. Click Print to generate a paper copy
  5. Hand it to the disposal committee or supervisor
  6. Go to the Inventory Page → locate product → adjust quantity or add comment

🧾 Example Workflow: Stock Rotation

  1. You see a product expiring in 10 days but still have 50 units in the Main Store.
  2. Open the product record via click-to-open
  3. From the Inventory Page, choose Transfer
  4. Send some quantity to a fast-moving department (e.g., Emergency Ward)
  5. Add a note: “Fast-moving transfer due to expiry”

✅ This helps maximize product usage and minimize loss.

⛔ Use Case: Preventing Unintentional Dispense

  • When a product is expired:
    • It still appears in the product list, but you can add a warning in its profile (e.g., via Comments)
    • You can adjust quantity to 0 or mark it as disposed
    • You can use Stock Taking or Purchase Audit to handle expired products in bulk

📤 Export for Reporting

For auditing or compliance:

  • Click Export CSV to generate a list of all at-risk or expired items

✅ Useful for:

  • Hospital compliance reports
  • Quarterly pharmacy audits
  • Supplier return requests

🧠 Best Practices

  • Check this page at least once per week
  • Train staff to use the expiry badge colors to prioritize:
    • Red = expired
    • Orange = near expiry
    • Green = safe
  • Use system settings to define expiry thresholds (e.g., warn 60 days before expiry)
  • Tie this page into your purchasing and transfer planning