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How does Expiry Batch Reminder work in EMERGE?
How does Expiry Batch Reminder work in EMERGE?

Remind your customers of the expiry date approaching for the items that they have purchased prior from you

Gigi Nguyen avatar
Written by Gigi Nguyen
Updated this week

How does it work?

In the Product Report section, open Expiry Batch Reminder.

In this report, you have filters include:

  • Batch Expiry Date Range: Filter all DELIVERED batches that have expiry date in this date range

  • Customer: Only select 1 customer per time (remind 1 customer per time)

  • Product: Default = All products that have been sold to this customer

  • Email sent status: Sent and Unsent (default) → When you VIEW the report, you will always see unsent lines as default). Then you can filter Sent to remind your customer again.

By using the customer’s default contact email, you can easily Send Email Remind to the customer.

Also, attach the expiry batch reminder Excel file to the customer, including information such as:

  • Delivered Batch name

  • Product name

  • SKU

  • Expiry date

  • DO number

  • Related customer PO number

  • Last customer's PO number

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