Prompt in Billing if Lot Expiry is below

YouTube: How to Restrict Sale of Lots / Batches Expiring Within a Specified Number of Days ?

How to Restrict Sale of Lots / Batches Expiring Within a Specified Number of Days?

This tutorial explains how to configure a setting that prompts a warning message if an item's lot expiry falls within a specified number of days during billing.


Steps to Enable Prompt in Billing:

  • Navigate to the Logic folder on your system.

  • Run Logic Admin to access settings.

  • In the Logic Admin interface, open Global Settings.

  • Go to the Sales Settings 3 tab under the Sale.

  • Locate and enable the option: "Prompt in Billing if Lot Expiry is below"

  • Enter the desired number of days as the expiry threshold (e.g., 90 days).

Let's keep this feature enable to observe its impact in Billing.
  • Click Save to apply the changes.

  • After saving the settings, restart the application to activate the new configuration.


Implement the Functionality:

  • Open the "Billing" module and create a New Sale Bill.

  • Add an item with an expiry date within the defined threshold.

  • The software will:

    • Prevent the bill from being saved.

    • Display a prompt or error message warning about the lot's expiry.

A prompt or error message is displayed, warning that the item's lot expiry date falls within the defined threshold.

This setting helps ensure that items nearing expiry are flagged before billing, reducing the risk of selling expired or soon-to-expire stock.

Last updated