This task is one section of Small business workflows for 20 industries, with 19 related tasks on one page.
1. What to record
Record the product, batch, expiry, quantity in, quantity out, and any quarantine.
This is a stock record, not dispensing or medical advice. Follow the pharmacy rules that apply to you.
2. People and records
On small screens, scroll the table sideways to see every column.
| Record | Who uses it | What to keep |
|---|---|---|
| Receipt | Stores | Product, batch, expiry, quantity, and supplier. |
| Location | Stores | Sellable shelf or quarantine. |
| Issue | Counter | Batch supplied and quantity. |
| Quarantine | Responsible pharmacist | Batch, quantity, and reason it cannot be supplied. |
3. One complete cycle
- Receive one batch with an expiry date.
- Put it in a sellable location only if it may be supplied.
- Issue stock from that batch, not from an unnamed quantity.
- Move an unsound batch to quarantine and leave it out of sales.
Expected: You can name the batch for every quantity on hand, and a quarantined batch cannot be sold.
4. Check before you add tools
Review batches that expire soon and anything sitting in quarantine with no decision.
5. Frequently asked questions
Can two batches be one quantity?
Only in a total. Keep the batches separate underneath that total.
What if the expiry is missing on receipt?
Do not put it on the sellable shelf until the batch and expiry are known.
Does quarantine delete the stock?
No. It keeps the quantity, but not as stock you can supply.
6. Related articles and next steps
Sample amounts and names in this guide are illustrative. They are not a client result, a price, or legal advice.
Continue learning
Get free business templates or discuss a system for your workflow.