Expiry date monitoring and stock rotation alerts

Purpose

1.1. Enable real-time monitoring of product expiry dates for alcohol stock, automatically notifying relevant staff to rotate stock and minimize wastage.
1.2. Comply with regulatory requirements in traceability and stock lifecycle tracking to maintain beverage quality and inventory accuracy.
1.3. Optimize warehouse operations by ensuring FIFO (First-In-First-Out) processes are enforced, improving the likelihood that older stock is sold before expiration.
1.4. Provide comprehensive audit trails for all inventory actions related to expiry and rotation events for compliance and internal controls.

Trigger Conditions

2.1. A product approaches its expiry date (e.g., 30, 15, 7 days prior).
2.2. New batch with a closer expiry date is received, impacting rotation logic.
2.3. Scheduled daily or weekly inventory scans for expiry validation.
2.4. Manual update of expiry date on existing inventory.

Platform Variants

3.1. Salesforce
• Function: Inventory Objects, Workflow Rule; Trigger expiry field changes, send task alert.
3.2. Microsoft Dynamics 365
• Feature: Inventory Management API, Power Automate Flow; Monitor expiry field, send notification.
3.3. Odoo
• Setting: Automated Actions in Stock Module; Bind expiry alerts to specified conditions.
3.4. SAP Business One
• Function: Inventory Aging Reports, Alert Management; Auto-email on critical expiry.
3.5. Oracle NetSuite
• API: InventoryItem.expirationDate; SuiteFlow workflow triggers rotation tasks.
3.6. Google Sheets
• Feature: Apps Script Trigger or YAMM add-on; Checks expiry and sends alert.
3.7. Airtable
• Automation: Date-triggered script; Notify via Email or Slack when threshold met.
3.8. Zoho Inventory
• Setting: Custom Functions, Workflow Rules; Auto-alert on expiry date proximity.
3.9. Slack
• Feature: Incoming Webhooks; Send rotation notifications to warehouse channel.
3.10. Microsoft Teams
• Feature: Power Automate Bot; Posts expiry warnings in designated channel.
3.11. Twilio
• Feature: Programmable SMS API; Send SMS to staff on imminent expiry.
3.12. SendGrid
• Setting: Email API; Trigger expiry alert emails from workflow.
3.13. Monday.com
• Automation: Date-based notification automation; Alert when items near expiry.
3.14. Asana
• Feature: Rules for custom fields; Create tasks for rotation at expiry threshold.
3.15. Freshdesk
• Setting: Ticket Automation; Opens ticket when expiry date approaches for compliance follow-up.
3.16. Shopify
• Function: Inventory API with webhook; For DTC branches, notify when expiry event detected.
3.17. Square
• Feature: Inventory Alert; API to trigger SMS/email on expiry.
3.18. QuickBooks Commerce
• Function: Stock Management Reports API; Fetch near-expiry items, email scheduled reports.
3.19. HubSpot
• Feature: Workflow Automation; If expiry custom field condition met, trigger task or email.
3.20. Zapier
• Action: Schedule Trigger; Bridges inventory data to alert platforms (email, SMS, task mgmt).

Benefits

4.1. Reduces financial loss from expired product waste.
4.2. Minimizes regulatory risk via traceable, automated compliance.
4.3. Optimizes warehouse space and improves inventory turnover ratios.
4.4. Ensures staff accountability and rapid corrective action.
4.5. Enhances customer satisfaction by guaranteeing product freshness.