Quasar Docs

Inventory

Production Batch

The Production Batch screen is a lot and expiry tracking inquiry that shows the lifecycle of every production batch (lot number) in your inventory. It answers the critical question: "For a given batch/lot, how much did we receive, how much was sold, how much was adjusted, and how much remains?" — along with the expiry date. This is essential for industries where expiry tracking is mandatory, such as pharmacies, food retailers, and chemical distributors. Access from Inventory › Production Batch.

Why This Screen Matters

Every time inventory is received with a lot/batch number and an expiry date, Quasar records it in the expiry tracking system. As units are sold, adjusted, or returned, the remaining quantity for each batch is updated. This screen lets you query that data to answer critical business questions:

IndustryUse Case
PharmacyA pharmacist must review all drugs expiring in the next 90 days to pull them from shelves before they expire. Set "Expire Date To" to 90 days from now and filter by the pharmacy store. The Remaining column shows exactly how many units of each batch/lot are still on hand and need to be removed or returned to the manufacturer.
Grocery / Food RetailA dairy manager checks which production lots of yogurt expire this week. Filter by Department "Dairy", set the Expire Date range to this week. Any batch with remaining stock should be marked down for quick sale or pulled for disposal.
Chemical / IndustrialSafety regulations require tracking lot numbers for hazardous materials. If a manufacturer issues a recall on batch "LOT-2026-0412", search by that Production Batch number to instantly see which stores received it, how many units remain, and which lots to quarantine.
Supplements / Natural HealthHealth product regulations require expiry tracking on every NHP lot. Use the vendor filter to review all lots from a specific supplier, checking that no expired stock is still showing remaining on-hand.

Filter Fields

All filters are optional. Leave blank to show everything, or combine filters to narrow results:

Item Number

Filter to a specific item. Useful when you want to see all lots/batches for one product (e.g., "show me all batches of Amoxicillin 500mg").

Production Batch

Filter to a specific lot/batch number. Use this for recalls or traceability — enter the manufacturer's batch code and instantly see which stores have stock from that lot.

Expire Date From

Show only batches expiring on or after this date. Use together with Expire Date To for a date range, or alone to see "everything expiring from this date onward".

Expire Date To

Show only batches expiring on or before this date. Set this to a near-future date (e.g., 30, 60, or 90 days from now) to find stock that will expire soon and needs attention.

Store

Filter to a specific store location. Defaults to the current store. Useful for multi-store operations where each location needs its own expiry review.

Vendor

Filter to items supplied by a specific vendor. Useful for vendor-specific recall investigations or reviewing all lots from a particular supplier.

Department

Filter to items in a specific department (e.g., "Pharmaceuticals", "Dairy", "Frozen Foods").

Subdepartment

Filter to a specific subdepartment for more granular review (e.g., "Antibiotics" within "Pharmaceuticals").

Brand

Filter to a specific brand. Useful when a brand issues a quality notice affecting multiple products.

Show Remaining Only?

When checked (the default), only batches with remaining stock on-hand are shown. Uncheck to see the full history including batches that have been completely sold or adjusted out. Keep this checked for daily expiry management; uncheck for audit and traceability investigations.

Results List

The sortable list shows one row per batch/lot per item per store. Click any column header to sort. Columns:

ColumnDescription
StoreThe store number where this batch is stocked.
ItemThe item number.
DescriptionThe item description.
Production BatchThe manufacturer's lot/batch code (e.g., "LOT-2026-0412", "B-87654").
Expire DateThe expiration date for this batch. Sort by this column to find the soonest-expiring stock.
SizeThe unit size for this batch entry.
ReceivedThe total quantity received into inventory for this lot. This is the starting point — how many units arrived from the supplier.
SoldThe total quantity sold to customers from this lot.
AdjustedThe total quantity adjusted (positive or negative) — e.g., expired stock pulled from shelves, damaged goods, or inventory count corrections.
RemainingThe current on-hand quantity for this lot: Received − Sold − Adjusted. This is the key number — it tells you how many units of this batch are still in stock and need to be monitored.

Total Remaining

Shown below the list. The sum of all Remaining values for the current filter. Gives you a quick total of all stock matching your query.

Actions

Refresh

Re-runs the query with the current filter settings. The list also auto-refreshes when you change any filter field.

Print

Generates a printable report of the current list. The report title includes all active filters (store, department, vendor, item, date range) for clear audit documentation.

Close

Closes the inquiry screen.

Typical Workflows

Weekly Pharmacy Expiry Review

1. Open Production Batch. Store is pre-set to the current pharmacy location.
2. Set "Expire Date To" to 90 days from today. Leave "Show Remaining Only" checked.
3. Sort the list by Expire Date. The soonest-expiring lots appear at the top.
4. For each batch with remaining stock expiring soon, check the shelf for that lot number.
5. Pull expired or near-expired stock. Create an Inventory Adjustment to write off the pulled units.
6. Print the report as documentation for regulatory compliance files.

Manufacturer Recall Investigation

1. Open Production Batch. Clear the Store filter to search all locations.
2. Enter the recalled lot number in "Production Batch".
3. The list instantly shows every store that received stock from that lot, how much was sold, and how much remains.
4. For stores with remaining stock, quarantine the product immediately.
5. The Sold column tells you how many units reached customers — essential for customer notification if required.

Vendor Quality Review

1. Set the Vendor filter to the supplier under review.
2. Set Expire Date From to 6 months ago and Expire Date To to today.
3. Uncheck "Show Remaining Only" to see the full history.
4. Review the pattern — are lots arriving with short shelf life? Are lots being adjusted out (wasted) frequently? This data supports vendor performance reviews and buying decisions.

Related Screens

Item Master Vendor Invoice Inventory Adjustment

Quasar Accounting 7.1 • © Linux Canada Inc. • Table of Contents