Get helpful videos

Inventory Expiry Management System, built with Infowise Ultimate Forms in SharePoint, enhances inventory management by automatically tracking product expiration dates and triggering alerts, disposal actions, and status updates. This system ensures timely actions to prevent the use of expired items, maintaining compliance and efficiency in warehouse operations.

Key Features Include:

  • Automated Expiry Alerts – Sends notifications when products approach expiration.
  • Dynamic Status Updates – Uses Ultimate Forms: Actions to update item status (e.g., "Safe" → "Expiring Soon" → "Expired").
  • Disposal Actions Log – A dedicated SharePoint list for tracking expired items and their disposal status.
  • Real-Time Notifications – Notifies warehouse staff and managers about upcoming and expired items.
  • Connected Lookup Fields & Associated Items – Links product details, categories, and storage locations for structured inventory tracking.

How It Works: 

  1. Product Entry – Users enter product details, including expiry date, using an Infowise Ultimate Form.
  2. Automated Tracking – The system monitors expiry dates and updates item status dynamically.
  3. Alert & Notification – Sends reminders when a product is 30 days from expiry and again when expired.
  4. Disposal Action – Expired items are recorded in the "Disposal Actions" list for tracking and compliance.
  5. Follow-up & Action – Teams review the "Disposal Actions" list and handle expired products accordingly.

Why Choose This System?

The Inventory Expiry Management System leverages Infowise Ultimate Forms in SharePoint to automate expiry monitoring, reduce manual tracking, and ensure timely disposal of expired products. By integrating workflows, notifications, and automated actions, this system helps businesses maintain compliance, minimize waste, and improve inventory control.


Templates are provided "as-is", free of charge, for UltimateForms customers. Feel free to make any desired modifications.
For more info, click here.
Like this template? Get it today!
Solution templates are fully configured and installed automatically with a single click.
Microsoft partner logo
© 2005-2025 Infowise Solutions Ltd. All rights reserved.
Privacy | Cookie Policy | Accessibility | Cloud SLA