Track lots, serial numbers, expiry, and FEFO issue
Available to
Medical Storekeeper, Pharmacy Professional, Quality or Cold-Chain Lead, and authorised issue user.Explain the selection rule in plain language:
- Lot or batch: identifies a group of items with common production or receipt characteristics. Use it for medicines, reagents, consumables, and other batch-traced goods where required.
- Serial number: identifies one individual item, commonly a device, implant, or high-value item that needs item-level history.
- Expiry and removal date: identifies when an item must no longer be issued and when it should be selected out of usable stock before that date.
- FEFO: First Expired, First Out. When configured, it reserves stock with the earliest removal date first; it does not replace staff review of alerts, physical condition, or a local “do not use” decision.
Steps
- Ensure the product’s tracking and expiry policy is configured before receiving stock.
- Capture the actual lot or serial and expiry details at receipt or the approved correction point.
- Review detailed operations before transfer or issue to confirm the selected lot or serial and destination.
- Use the approved FEFO, expiry review, or manual selection process for the item category.
- Investigate a missing, expired, recalled, or conflicting traceability record before issue.