Batch and expiry tracking involves manually receiving product shipments, logging batch numbers and expiry dates into inventory systems, and periodically scanning for products nearing expiration.
Automation validates incoming batch data, continuously monitors expiry dates, and sends real-time alerts to staff. The system generates compliance reports automatically, eliminating manual scanning and reducing the risk of expired inventory.
The full workflow, from trigger to completion.
A new batch is logged or a scheduled daily check runs against all active inventory. The automation is triggered immediately.
The automation reads batch number, product name, quantity, and expiry date or the inventory source. Data is validated for completeness.
The automation queries to verify the batch is not a duplicate and matches known product records. Any discrepancies are flagged.
The automation compares the expiry date to today and calculates days remaining. Batches within 30 days are marked for alert.
The batch record is created or updated with all details, including days to expiry and alert status. This becomes the single source of truth.
If a batch is within 30 days of expiry, an automated message is sent to the operations channel with product name, batch number, and days remaining. The team can act immediately.
Every Monday, the automation compiles a summary of all active batches, expirations flagged, and removals logged in the past week. A formatted report is posted and emailed to management.
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