Generate Report for Expired Stock

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How to Generate Report for Expired Stock?

In this tutorial, we’ll learn how to configure the Expiry Stock Report, which helps in monitoring, tracking, and clearing expired stock items efficiently.

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Open and Create a New Configuration

• Navigate to the Reports & Queries section.

• Under Stock Reports.

• Open the Stock Query Report.

• Click on Configuration to create a new report setup.

• Assign a suitable configuration name for easy identification.

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Select and Customize Report Columns

• Under Print Options, click Print Columns to view the list of available columns.

• Select the following key columns:

  • Item Name

  • Pack Name

  • Lot Number

  • Expiry Date

  • Closing Stock

• Press the Space Key to rename columns as required.

• Use the Arrow Keys to rearrange their order.

• Once done, save the changes.

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Define Totals

• Go to the Total Section.

• Choose the preferred method for displaying totals, such as group-wise or overall totals.

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Configure View and Sorting Options

• Navigate to Other Options 1.

• Set the following options from the dropdown menus:

  • Item View → Lot

  • Item Sorting → Item Name

  • Transaction Filter → Transacted

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Enable Expiry Report Option

• Go to Other Options 2.

• Enable the Expiry Report option.

• Click Save Configuration to store all changes.

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Generate the Expiry Stock Report

• From the list of available configurations, select the newly created setup.

• Click Create Report.

• The generated report will display Closing Stock along with Expiry Dates.

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Filter Stock by Expiry Date

• Close the report window.

• In the Header Section, define the Expiry Date (From and To) range.

• Click Create again to regenerate the report.

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Review the Final Output

The report now displays Items and their respective Batches whose stock has expired within the specified date range, allowing you to take timely action for stock clearance.