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Batch Expiry Review Planner

Sort lot dates for review while keeping released, held and disposed records distinct. See approaching dates without treating a date as permission to use stock.

Published October 21, 2026 · Manual browser worksheet

Worked example: LOT-01 · 30 units, then October 25 recorded date, then 4 days to review
Original diagram of the fictional worked example below.

Set up your worksheet

Start with the fictional example. Replace the sample with your own records and review assumptions before acting on a result.

Your report

Wide tables: swipe sideways, or focus a table and use the arrow keys to see more columns.

Enter your details and records, then calculate to review the results.

Save or download your work

Work stays in this page until you choose Save on this device. Device saves belong to this browser and can be removed by clearing browser data. JSON keeps an editable backup; CSV and PDF keep a report.

Review backup before importing

How to use Batch Expiry Review Planner

  1. Set review date and look-ahead days.
  2. Record the exact item/lot and date from the authoritative record.
  3. Enter physically held units and their current status.
  4. Review earliest dates and hold records with the responsible owner.

Calculation

Days to recorded expiry = expiry date − review date. Before review is past date; same date requires today review; positive days within the window are approaching. Disposed records require zero held units.

Try the fictional example

A lot dated October 25 is four days away on October 21. Its 30 units stay in their entered stock status; the tool does not release them.

Limits

Expiry interpretation depends on the product, source and applicable rules. No safety, shelf-life extension, recall decision or sale authorization is provided.

Save, restore and export

Add entry creates another record. Edit any field directly or use Remove entry to delete a row. Changing inputs clears the previous report so it cannot be mistaken for current results. Choose Calculate / review results again when your changes are ready.

Save on this device keeps an editable worksheet in this browser only. On a later visit in this browser, your saved worksheet loads automatically. Restore device save can also reload the last save after you confirm replacement. Saving drafts is allowed, but a report requires valid, complete inputs. Download backup creates a versioned JSON file for the same tool. Import backup shows the worksheet label and row count before replacing current work; it does not change the device save until you press Save.

Download CSV exports the settings, summary, row details and calculation notes. CSV is for spreadsheet review; it cannot restore this worksheet. Print / Save PDF recalculates the current entries and opens your browser’s print dialog. Choose Save as PDF where supported. The report excludes navigation, guides and product CTAs. Clear data removes the current worksheet and its device save after confirmation; keep a backup first if needed.

Use a personal browser for private records and keep important backups separately. Entered worksheet fields are not included in our planner-action analytics.

On Android Chrome, device save stays in the same browser. Keep a JSON backup for portability. For PDF, use the browser print dialog and choose Save as PDF when available; printer and share menus vary by device. Physical phone behavior depends on the device and is not certified by desktop browser tests.

CSV and PDF are reports. Use JSON for editable recovery. Device saves stay in this browser; clearing browser data can remove them.

Read the complete input guide and review workflow.