Product expiry and related settings.

Enabling Expiry for Products in Zuriey POS

Managing product expiry is crucial for businesses that deal with perishable items. Zuriey POS allows you to enable and manage product expiry effectively. Here’s how to set it up:

Steps to Enable Product Expiry

1. Navigate to Business Settings:
   • Go to Settings -> Business Settings and find the Product section.
2. Enable Product Expiry:
   • Check the “Enable Product Expiry” checkbox.
3. Choose Expiry Method:
   • After enabling product expiry, you can select one of two options:
     • Add Item Expiry: Choose this option if you want to directly add the expiry date for each item at the purchase screen.
     • Add Manufacturing Date & Expiry Period: Select this option if you want to enter the manufacturing date and specify an expiry period. The system will auto-calculate the expiry date based on these inputs, and you can edit the expiry date as needed.
4. Set Actions on Product Expiry:
   • Decide what the system should do when a product expires:
     • Keep Selling: Allows continued sales of the product even after it has expired.
     • Stop Selling n Days Before: Choose this option to halt sales a specified number of days (n) before the expiry date. You must provide the value of n.
5. Select Stock Accounting Method:
   • Determine how products should be sold based on their expiry dates:
     • FIFO (First In First Out): The oldest stock is sold first.
     • LIFO (Last In First Out): The most recently purchased stock is sold first.
   • Example:
     1. Purchase 20 pcs of Product A on March 20, 2018, with an expiry date of April 10, 2018.
     2. Purchase another 20 pcs of Product A on March 23, 2018, with an expiry date of April 8, 2018.
     3. If you sell 22 pcs today:
        • With FIFO, 20 pcs from March 20 will be deducted first, followed by 2 pcs from March 23.
        • With LIFO, the opposite will occur.

Important Note

• Ensure that you set the required accounting method before selling items for it to take effect.

Stock Expiry Report

1. Access Reports: Go to Reports -> Stock Expiry Reports.
2. Filter Options: You can filter by stock category, brands, and stock expiry dates.
3. Edit Stock Details: Click on Edit to modify remaining stock and expiry periods. If stock levels decrease, the unit purchase price will be adjusted accordingly.

Stock Expiry Alert

• You can view stock expiry alerts in the bottom section of the homepage, which lists products that are expiring soon.
• Set the number of days before which the expiry alert should be displayed on the homepage by navigating to Settings -> Business Settings -> Dashboard Section, specifically in the "View Stock Expiry Alert" input field.

Displaying Product Expiry Date in Invoices

1. Ensure that the product expiry feature is enabled as described above.
2. Go to the invoice layout settings and enable “Show Product Expiry.”
3. When adding purchases or opening stock with an expiry date, this information will be available during sales.
4. During sales, select the appropriate expiry date from a dropdown menu, and it will be printed on the invoice.

By following these steps, you can effectively manage product expiry in Zuriey POS, ensuring compliance with safety standards and enhancing inventory management!