How to Configure Expiry Stock Report in LOGIC ERP – Step-by-Step Guide

January 16, 2026 in Expiry Stock Reporting Software 0 comments

Introduction

Managing expired inventory is one of the most common challenges for retail, pharmaceutical, FMCG, and distribution businesses. Without proper tracking, expired stock can lead to financial losses, compliance issues, and poor customer experience.

LOGIC ERP’s Expiry Stock Report provides a complete solution to track, monitor, and clear expired or near-expiry stock efficiently. This guide explains how to configure the Expiry Stock Report in LOGIC ERP, step by step, so businesses can maintain accurate inventory control and reduce wastage.

What is an Expiry Stock Report in LOGIC ERP?

An Expiry Stock Report in LOGIC ERP helps pharma stores, supermarkets, FMCG distributors, warehouses, and multi-store retail chains:

Track item-wise and batch-wise expiry dates
Identify expired and near-expiry stock
View closing stock against expiry timelines
Take timely actions such as clearance, returns, or write-offs

Step-by-Step Process to Configure Expiry Stock Report in LOGIC ERP

Configure the Expiry Stock Report in LOGIC ERP to track batch-wise and item-wise expiry dates effortlessly. This step-by-step process helps businesses identify expired or near-expiry stock and take timely corrective actions. With accurate expiry tracking, you can reduce inventory loss, maintain compliance, and improve overall stock management efficiency.

Step 1: Navigate to Stock Query Report

To begin configuring the expiry report:

Go to the Main Menu
Navigate to Reports and Queries
Click on Stock Reports
Open the Stock Query Report

This report acts as the base for configuring expiry-related stock data.

Step 2: Create a New Report Configuration

Click on Configuration
Create a New Report Setup
Assign a meaningful Configuration Name (for example: “Expiry Stock Report”)

This configuration allows you to customize how expiry stock data is displayed.

Step 3: Select Required Columns for Expiry Tracking

Under Print Options:

Click on Print Columns
Select the following essential columns:
- Item Name
- Pack Name
- Lot Number
- Expiry Date
- Closing Stock

These columns ensure complete visibility of stock items along with their batch and expiry details.

Customization Options

Press the Space key to rename column headings if required
Use the Arrow keys to rearrange the column order
Save the changes after selection

Step 4: Configure Totals Display

Navigate to the Totals section
Choose your preferred options for displaying totals

This helps summarize stock quantities clearly for better reporting and decision-making.

Step 5: Set Item View and Sorting Options

Under Other Options:

Set Item View to Lot
Set Item Sorting to Item Name
Apply the Transaction Filter as Transacted

This ensures the report displays batch-wise stock with only relevant transacted items.

Step 6: Enable Expiry Report Option

Go to Other Options – 2
Enable the Expiry Report option
Save the configuration once all settings are completed

This step activates expiry-based stock reporting in LOGIC ERP.

Step 7: Generate the Expiry Stock Report

Select the newly created Report Configuration
Click Create Report

The system will generate a report displaying:

Closing stock
Expiry dates
Batch-wise inventory details

Step 8: Filter Stock by Expiry Date Range

To view expired or near-expiry stock:

Close the report
In the Header Section, define:
- Expiry Date From
- Expiry Date To
Click Create

The report will clearly display items and associated batches whose stock has expired or falls within the selected date range.

Business Benefits of Using Expiry Stock Report in LOGIC ERP

1. Accurate Expiry Tracking

LOGIC ERP allows businesses to track batch-wise expiry dates in real time. This ensures full visibility of expiry-sensitive inventory, helping pharmacies, FMCG distributors, and retail chains maintain fresh stock and prevent stockouts.

2. Reduced Inventory Loss

With timely alerts on expired or near-expiry products, businesses can take immediate corrective actions such as clearance sales, returns, or write-offs. This minimizes financial losses and optimizes inventory turnover.

3. Faster Decision-Making

Expiry Stock Reports provide a clear overview of closing stock with detailed expiry information. Managers can make informed procurement and sales decisions, improving overall operational efficiency.

4. Better Compliance & Audits

Maintain accurate records of batch-wise stock and expiry dates for regulatory compliance. LOGIC ERP simplifies audits, ensuring businesses meet industry standards and government regulations effortlessly.

5. Improved Customer Trust & Satisfaction

By avoiding the sale of expired or near-expiry products, businesses can uphold quality standards, enhance customer safety, and build stronger trust with clients and consumers.

6. Optimized Stock Management Across Multiple Locations

For multi-branch retail chains and warehouses, LOGIC ERP provides centralized expiry tracking, ensuring consistency in stock monitoring and reducing the risk of losses across locations.

7. Enhanced Forecasting & Procurement Planning

Analyzing expiry trends helps businesses plan procurement more effectively. Reduce overstocking or understocking of expiry-sensitive items with predictive insights from the report.

8. Streamlined Warehouse Operations

Batch-wise expiry monitoring simplifies warehouse management. Staff can prioritize clearance of near-expiry items, optimize shelf space, and improve stock rotation.

9. FMCG, Pharmaceutical, and Perishable Goods Businesses

The Expiry Stock Report supports industries where product freshness and expiration tracking are key to operational success. Ensure timely stock clearance, minimize waste, and maintain uninterrupted supply chains.

10. Boosted Profitability and Operational Efficiency

Reducing expired inventory and improving stock utilization leads to higher profitability. Businesses can reduce losses, streamline operations, and improve ROI with actionable expiry data.

Who Should Use the Expiry Stock Report?

Pharmacies and medical stores
Supermarkets and grocery stores
FMCG distributors
Warehouses and stockists
Multi-branch retail businesses

Conclusion

Configuring the Expiry Stock Report in LOGIC ERP allows businesses to gain complete control over expiry-sensitive inventory. With batch-wise visibility, customizable filters, and accurate closing stock data, businesses can reduce losses, maintain compliance, and ensure product quality. By following this step-by-step configuration process, retailers and distributors can proactively manage expired stock and improve overall inventory efficiency.

Call at +91-73411-41176 or send us an email at sales@logicerp.com to book a free demo today!

Frequently Asked Questions (FAQs)

1. What is an Expiry Stock Report in ERP?

An Expiry Stock Report in ERP is a report that tracks batch-wise and item-wise expiry dates of inventory. It helps businesses identify expired or near-expiry stock, view closing stock details, and take timely actions such as clearance, returns, or write-offs. This is essential for pharmacies, supermarkets, FMCG distributors, and warehouses.

2. Why is configuring an Expiry Stock Report important in LOGIC ERP?

Configuring an Expiry Stock Report ensures accurate tracking of expiry-sensitive products. It minimizes inventory losses, improves compliance, streamlines stock audits, and enhances customer trust by preventing the sale of expired products.

3. How can I configure an Expiry Stock Report in LOGIC ERP?

To configure the Expiry Stock Report:

Go to Main Menu > Reports and Queries > Stock Reports > Stock Query Report.
Click Configuration and create a new setup.
Select columns like Item Name, Lot Number, Expiry Date, Closing Stock.
Configure totals, sorting, and filters.
Enable the Expiry Report option under Other Options – 2.
Save configuration and generate the report.

4. Can I filter the Expiry Stock Report by date in LOGIC ERP?

Yes. You can filter stock by expiry date range. Enter the Expiry Date From and Expiry Date To in the report header, then click Create Report. This displays only expired or near-expiry stock for the selected date range.

5. Who should use the Expiry Stock Report in LOGIC ERP?

The Expiry Stock Report is the best for:

Pharmacies and medical stores
Supermarkets and grocery stores
FMCG distributors
Warehouses and stockists
Multi-branch retail businesses

6. What columns are essential for an Expiry Stock Report in LOGIC ERP?

Key columns to include are:

Item Name
Pack Name
Lot Number
Expiry Date
Closing Stock

These ensure full visibility of batch-wise stock and expiry dates.

7. How does the Expiry Stock Report reduce inventory loss?

By tracking expired and near-expiry stock, businesses can take timely actions like clearance, returns, or write-offs. This prevents financial losses due to unsellable inventory and ensures that only quality products reach customers.

8. Can multiple branches use a single Expiry Stock Report configuration in LOGIC ERP?

Yes. Multi-branch retail businesses can use a centralized Expiry Stock Report configuration to monitor batch-wise expiry stock across all stores, ensuring consistent inventory management and compliance.

9. Does LOGIC ERP support batch-wise expiry tracking for pharmaceuticals and FMCG products?

Absolutely. LOGIC ERP’s Expiry Stock Report tracks batch-wise inventory with expiry dates, making it ideal for pharmaceutical, FMCG, and perishable goods businesses that require precise stock control.

10. How does the Expiry Stock Report help in audits and compliance?

The report provides detailed records of batch-wise stock, expiry dates, and closing stock quantities. This ensures that businesses maintain accurate records for regulatory audits and compliance requirements.

Author

Sharanjit Ghuman

Director of Communications | LOGIC ERP Solutions Pvt. Ltd.

Leading and managing the company’s internal and external communication strategies and working closely with senior leadership to develop and execute communication plans.