Before you start
You need inventory access and products with batch expiry data. Missing dates cannot produce a reliable expiry warning.
Follow these steps
- Open the product list and use the expiry attention filter.
- Review items with positive-quantity batches expiring from today through the next 30 days.
- Use the expired option separately for dates before today.
- Open the relevant inventory/batch information and compare dates with the physical item.
- Follow your business process for handling the affected stock.
Dated stock and allocation
Review expiry and trace the stock you allocate.
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Batch with positive stock
- Inspect date Review date
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Review date
- Distinct view Near-expiry view
- Distinct view Expired view
- Eligible stock Available non-expired stock
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Near-expiry view
- Separate check Physical check
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Expired view
- Separate check Physical check
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Available non-expired stock
- Select stock Supported allocation
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Supported allocation
- Retain trace Retained allocation history
- Retained allocation history
- Physical check
Check the result
The list identifies products with qualifying remaining batches. It does not imply that every unit of the product shares the displayed earliest date.
If you get stuck
If an expected item is absent, check whether its batch quantity is positive and whether the date was recorded correctly. A product name alone is not enough for expiry tracking.
One thing to remember
The flag does not certify safety or suitability for sale, quarantine goods or replace sector-specific handling requirements. Use the physical label and your approved operating process.
Keep going
Still need a hand?
Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.
Open a support ticket. Visitors without a workspace can contact us.
Still stuck?
Before contacting support:
- Confirm the workspace, record number, date range and status.
- Check your role permissions and the source document.
- Refresh once and search for the record before repeating a submission.
- Check the relevant guide for the next action; do not force a match, posting or approval.
If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.