Inventory Date Form ProcessInventory Date Form ProcessNovember 2011

Expiration Inventory Process Expiration Inventory Process Overview Overview

EDF Procedures Binder

Requirements Monday Inventory

Procedures

Expiration Date Form Expiration Date Form

Everything Presented in this Power Point is based on the EDF Procedures checklist.

Expiration Date Form Expiration Date Form

Your location is the determining factor of your start date.

You will find the names and start dates of all locations at the top of the checklist.

Expiration Date Form Expiration Date Form

Print the most recent Expiration Date Form (EDF)

The latest form should be e-mailed by Debra every Monday

Expiration Date Form Expiration Date Form

It is Mandatory to fill out the top left section of EACH page.

All information is required You must also circle

“office” or “store”

Expiration Date Form Expiration Date Form

From the product name listed on the EDF

Locate the product within your store

Expiration Date Form Expiration Date Form

Locate the expiration date of each item and fill in the respective column

The date needs to be annotated in mm/dd/yy format *If the exp. Date only has

month and year input 00 as the day

Expiration Date Form Expiration Date Form

There are four columns as listed below: 1-2 mos 2-3 mos 4-6 mos +6 mos

Expiration Date Form Expiration Date Form

Write the quantity on hand (O/H) for EVERY expiration listed under 6 months.

Expiration Date Form Expiration Date Form

If the expiration date is greater than 6 months, input the full date from the product into the last column of the EDF.

The number on-hand is not required for this column ONLY.

Expiration Date Form Expiration Date Form

The first two blank columns are for all products expiring within 1-2 mos. All dates listed in the first

two columns need to be highlighted

All dates listed in the first two columns need to be on a Discount Table

Expiration Date Form Expiration Date Form

Everything placed on a Discount table needs to be marked appropriately on the form.

Write a DT in the top right corner of the product name cell as shown in the graphic to the right.

Expiration Date Form Expiration Date Form

Everything transferred needs to be marked appropriately on the form.

Write a T in the top right corner of the product name cell as shown in the graphic to the right.

Expiration Date Form Expiration Date Form

Ensure the item is also physically on the Discount Table if it is marked that way on the form.

In this case there should be a total of three items on the discount table based on this page alone.

Expiration Date Form Expiration Date Form

The completed form is to be faxed to:

1-888-557-6325 An easy way to

remember the number is 1-888-55-SNEAL

Expiration Date Form Expiration Date Form

To ensure the page is received well

Feed your fax top first

Binder Requirements Binder Requirements

The most up to date EDF is to be kept in the front of a binder labled Expiration Forms and Procedures

Addt’l Binder Requirements Addt’l Binder Requirements

The binder is to be located with your policy manual and product guide at all times.

The most current three months of EDF’s along with completed checklists are required in the binder at all times

Contact your inventory manager with any questions you may have

Weekly Inventory Procedures Weekly Inventory Procedures

This checklist is to be completed each week to ensure all products are checked and cross-checked to ensure all products are moved efficiently.

Your information is required

each time the checklist is complete.

Summary Summary

EDF Procedures

Expiration forms and Procedure Binder Requirements

Monday Inventory Procedures