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How Does Treez Handle Expiring Inventory?

Managing expiring inventory is essential for cannabis retailers to maintain compliance and protect margins.

Written by Treez Support
Updated today

This article covers how to:

  • Prevent or control the sale of expired products (ST v69.16+)

  • Warn staff when expired items are present on a sale (ST v69.16+)

  • Automatically discount products before they expire

  • Reduce waste and improve sell-through


Preventing the Sale of Expired Products

Available in ST v69.16+

Treez helps you avoid selling expired inventory and gives operators the flexibility to meet state requirements and business needs.

If a package:

  • Has an expiration date entered in Treez

  • And that date has passed

Treez will apply the behavior selected in:

Configuration → Config Page → Point of Sale → Inventory Handling


Expired Inventory Settings for POS

1. Block Sale

Prevents expired items from being sold.

With this setting:

  • Expired inventory is excluded from available inventory for sale

  • Expired items cannot be added to a new sale

  • Orders containing expired inventory cannot be processed or completed until those items are removed

  • Validation checks occur in both POS and Fulfillment workflows

An exception applies to orders already out for delivery, as expiration checks that block the sale occur before dispatch.

Use this option if your operation requires strict enforcement

2. Warn Only

Allows the sale to continue, but displays a warning in POS when expired items are present.

Warning messages appear when:

  • An expired item is added to a sale

  • Selecting Checkout or Pay for a sale containing expired item(s)

Additional notes:

  • Expired inventory is included in available inventory for sale

  • The dismissable warnings are shown in SellTreez POS only

  • No warnings are shown in Fulfillment workflows

3. Allow Sale (No Warning)

Allows expired items to be sold without warnings or blocking behavior.


Discount Products Before They Expire

Treez allows you to create automated discounts based on a package’s expiration date so you can move inventory before it becomes unsellable.

Instead of:

  • Pulling reports

  • Identifying expiring batches

  • Creating discounts that target specific expiring batches

  • Removing discounts once they’re no longer needed

You can configure Treez to handle this automatically.

How It Works

Expiration-based discounts use the Package Age condition inside Automated Discounts.

  1. Create a new Automated Discount

  2. Select your Product Collection

    • Target specific product categories or SKUs

    • Or use the Global collection to apply to all products

  3. Navigate to Set Conditions

  4. Add a condition:

    • Package Age

    • Select Expiration Date

    • Set # of Days Within the Expiration Date

  5. Save and activate the discount

The expiration date can be configured in the Inventory Detail Card for each package/batch.

What Happens Next

When a specific inventory batch reaches your defined expiration threshold (for example, 14 days before expiration), Treez will automatically apply the discount at checkout. No manual intervention required.

Recommended Strategy: Tiered Expiration Discounts

You can create multiple expiration-based promotions with increasing discount percentages as the expiration date approaches.

Example:

  • Expires within 30 days → 10% off

  • Expires within 14 days → 20% off

  • Expires within 7 days → 40% off

As long as the discounts are not stackable, Treez will automatically apply the greater discount when multiple thresholds apply.

This allows you to:

  • Maximize margin early

  • Aggressively clear inventory when necessary

  • Avoid large quantities becoming unsellable


Best Practices

Maintain Accurate Expiration Dates

Ensure package expiration dates are entered correctly in the Inventory Detail Card.

Use Progressive Discounting

Start with smaller discounts earlier, then increase discounts as expiration approaches.

Monitor Expiring Inventory

Review the Current Inventory > Expiring Inventory report in Retail Analytics to identify packages nearing expiration.

Separate Aging Inventory

Once inventory reaches your first discount threshold, physically separate and optionally label it so staff can easily identify and prioritize it.

Train Staff on Warnings

If using Warn Only, ensure staff understand your internal policy for selling expired inventory at checkout.

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