Build your stock expiry tracker.

How to build your stock expiry tracker

1. 1

   Describe the job

   Keep batch dates, locations and stock-review decisions visible.

2. 2

   Review the first version

   Choose how the stock controller records the batch and how the inventory reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your stock expiry tracker

• Keep the batch in context

  Keep batch, expiry source, quantity, location, review date and disposition decision together so the next person can understand the request or record.

• When the next step needs a decision

  A sample batch reaches its recorded review date while stock remains on hand. Flag it for responsible review without automatically treating all date labels as equivalent.

• Keep disposition decision visible

  Flag the batch for responsible review without treating different date labels as equivalent.

• Choose what each person needs

  Give the stock controller a working view and the inventory reviewer a review view. Keep batch and expiry source attached to the decision as the work moves between them.