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.

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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.

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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.

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