<h2><b>Track Your Products by the Batch and Keep Tabs on Their Expiration Dates</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">Product Batch & Expiration Tracking for WooCommerce allows store owners to track their products stock through batches and sets of same expiration dates. Take control of your inventory and set up and track sub-quantities of your products in batches and/or expiration dates. </span></p>
<p><span style="font-weight: 400">This breakthrough plugin allows store owners to keep track of their inventory, as parts of a whole, allowing them to oversee their products as a group of batches and a set of expiration dates. </span></p>
<h3><b>Who is this for?</b></h3>
<p>If you are running a <span style="font-weight: 400">WooCommerce</span> store that carries products with expiration date, e.g. food/edible, cosmetic, medicine, drink (tea, coffee etc.), or, from time to time you might need to recall your products. This plugin is for you!</p>
<p>Our batch tracking feature allows you to enter the batch number, batch date and vendor (if you are not the manufacturer) info, save them in your WooCommerce store. Later on, you can track your products’ batch info from the dedicated batch report dashboard. This is a great feature for food/edible manufacturer.</p>
<p>Our product expiry/expiration date tracking feature allows you to track your product’s expiration date, send you email notification of expiring products, as well as moving them into sales/clearance category automatically.</p>
<p><span style="font-weight: 400">To sum up, our target audience is WooCommerce store owners who are looking to upgrade their inventory management by incorporating expiration date tracking, or expiration date tracking. By being able to track expiring products, better planning around promotions and sales can be done. In addition to expiration date tracking, there is batch tracking for store owners who are interested in being able to reference orders by a batch number.</span></p>
<h2><b>Most Important Features</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">Product Batch & Expiration Tracking has a wide variety of features which allow you to manage inventory and keep yourself notified of any inventory with upcoming expiration dates. Using it will save you tons of time and money, which would normally be spent on keeping track of all the varying expiration dates of products on your store. Here’s a list of features: </span></p>
<ol>
<li style="font-weight: 400"><b>Product Batch & Expiration Tracking </b><span style="font-weight: 400">– When enabled each product will have its own batch tracking and expiration date tracking table.</span></li>
<li style="font-weight: 400"><b>Managed stock in Batches</b><span style="font-weight: 400"> – Manage and track product quantities using a batch system, assigning each batch an ID, a batch date, and a supplier name.</span></li>
<li style="font-weight: 400"><b>Managed stock by Expiration Date</b><span style="font-weight: 400">– Manage and track product quantities, using expiration dates, assigning each sub-quantity of your product an expiration date.</span></li>
<li style="font-weight: 400"><b>Expiration Report </b><span style="font-weight: 400">– Dedicated page that lists all currently existing records with expiration dates that are close to expiration.</span></li>
<li style="font-weight: 400"><b>Batch Report </b><span style="font-weight: 400">– Dedicated page that lists all currently existing batches sorted by their batch date.</span></li>
<li style="font-weight: 400"><b>Track Orders by Batch – </b><span style="font-weight: 400">Orders of products with batches set up, remember which batch was used and the batch can be searched for. </span></li>
</ol>
<p><img class="alignnone size-medium wp-image-8046927" src="https://woocommerce.com/wp-content/uploads/2021/05/PBET-Expiry-Report.png?w=620" alt="" width="620" height="250" /> <img class="alignnone size-medium wp-image-8046925" src="https://woocommerce.com/wp-content/uploads/2021/05/PBET-Batch-Report.png?w=620" alt="" width="620" height="227" /></p>
<h2><b>Additional Features</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">In addition to the main features listed above, there are some additional features you can opt in to that can be configured in the settings. The settings page can be found by going to the products tab and clicking the “Batch & Expiration by Webis” sub-tab (Note that these settings require expiration tracking to be enabled). Here is the list of additional features: </span></p>
<ol>
<li style="font-weight: 400"><b>Display the Expiration Date </b><span style="font-weight: 400">– If this option is enabled, the expiration date will appear on the product page if a batch is expiring in a set number of days. </span></li>
<li style="font-weight: 400"><b>Receive Emails for Soon-to-expire Products </b><span style="font-weight: 400">– If this option is enabled, the plugin sends a notification email with a list of products that are expiring a set number of days from the current day.</span></li>
<li style="font-weight: 400"><b>Add to Clearance Category </b><span style="font-weight: 400">– If this option is enabled, when the expiration date of a product reaches a set number of days, the product is added to a set category.</span></li>
<li><strong>Shortcode to Show Batch Number and Expiry Date <span style="font-weight: 400">–You can use [wpbet_batch_expiry] shortcode to show batch number or expiry date wherever you want.</span></strong></li>
</ol>
<p><img class="alignnone wp-image-8147446" src="https://woocommerce.com/wp-content/uploads/2021/06/PBET-Settings.png?w=620" alt="" width="492" height="479" /></p>
<h2><b>Why Did We Develop This Plugin?</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">As a store owner, we encountered the need to be able to track and record the expiration dates of our perishable goods like food products. We searched for existing solutions on the market but couldn’t find one that fulfilled the need in a straightforward and easy-to-use way. As a result, we developed this plugin to satisfy this need for expiration date tracking and we hope it can be of benefit to you as well. </span></p>
<h2><b>How Do I Set It Up?</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">Once the plugin is enabled, in the product data section of the product edit page, under the inventory tab, there will be a section called “Product Batch & Expiration Tracking”. In that section, you can enable “Expiration & Batch Tracking”. Once you’ve enabled it, the batch table will appear underneath if the product type is simple and under each variation if the product type is variable. Within this table you can create new batch entries that are saved when the product is saved. </span></p>
<p><span style="font-weight: 400">The steps: </span></p>
<ol>
<li style="font-weight: 400"><span style="font-weight: 400">Enable the plugin </span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Go to the product edit page, go into the Inventory tab, enable the “Enable Expiration & Batch Tracking” option </span></li>
<li style="font-weight: 400"><span style="font-weight: 400">You can find the table in the Inventory tab if the product type is simple, and under each variation if the product type is variable.<br />
<img class="alignnone size-medium wp-image-8147450" src="https://woocommerce.com/wp-content/uploads/2021/06/PBET-Simple-Product.png?w=620" alt="" width="620" height="401" /><img class="alignnone size-medium wp-image-8147449" src="https://woocommerce.com/wp-content/uploads/2021/06/PBET-Variable-Product.png?w=620" alt="" width="620" height="405" /><br />
</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Fill in the table with the information about your batches. </span></li>
<li style="font-weight: 400"><span style="font-weight: 400">You’re all set to start tracking your batches! </span></li>
</ol>
<h2><b>How Can I Use the Shortcode?</b></h2>
<p>Shortcode [wpbet_batch_expiry type=”” order_id=”” variation_id=””] can render batch number or expiry date of the product variation that was ordered. It requires three parameter, type, order_id and variation_id. Type can be either <strong>batch_num</strong> or <strong>expiry_date </strong>depends on what you would like to show.</p>
<h2><b>What Can Our Plugin Do? (Use Cases)</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">The </span><span style="font-weight: 400">Product Batch & Expiration Tracking for WooCommerce plugin allows you to track your product expiration date and batch numbers. You can also segment the product inventory into separate batches.</span></p>
<h3>For Example (Expiration Date Use Case)</h3>
<p>Say you have 100 bags of candy in stock, you purchased these 100 units in two batches. some of them are going to expire in 30 days, the rest of them are expiring next year.</p>
<h4>Without our plugin:</h4>
<p>You will need to ask your warehouse stuff constantly for each SKU in order to plan your clearance sales.</p>
<h4>With our plugin:</h4>
<p>Not only that you just need to go to the Expiry Report Dashboard to check the expiring products, you will also get email notifications regarding the expiring products. And if you setup the auto on sale feature, the product will automatically move into the clearance category (you can choose which category it is). These features will save you a lot of money from product wasting.</p>
<h3>Another Example (Batch Number Use Case)</h3>
<p>Say you sell chocolate cakes for years, and you just got notified by your supplier that, the last batch’s cakes are on the recall list. You want to notify your customers about this.</p>
<h4>Without our plugin:</h4>
<p>You will need to guess which orders contain the recalled cakes</p>
<h4>With our plugin:</h4>
<p>You can search orders by typing the batch number from the WooCommerce’s orders page. This will save you a lot of time.</p>
<p>There are much use cases of batch & expiry date tracking, and we pick<span style="font-weight: 400"> a few more use cases that our plugin can cover: </span></p>
<ol>
<li style="font-weight: 400"><span style="font-weight: 400">Track the expiration date of products, so that when the expiration date approaches a promotion can be held to clear out items before expiration.<br />
</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Track expiration dates for multiple shipments to clear out inventory in a FIFO system based on closeness to expiring.<br />
</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Recording inventory shipments as batches, in the case a recall becomes necessary and the orders involved with the inventory requiring a recall can be tracked. </span></li>
</ol>
<h2><b>A Comparison of the Different Possible Implementations of Expiration Date & Batch Tracking</b><span style="font-weight: 400"> </span></h2>
<p>As always, prior developing our plugins, we check to see whether the existing plugin can fulfill the features we want to fulfill. After testing the existing product batch tracking or product expiration plugins, we found that either some of the plugins are not working at all, or the setup configuration is overly complicated, or lack of features. That was why we developed this plugin for our own use case, as well as sharing with WooCommerce store owners and hope to help out stores like us.</p>
<p><span style="font-weight: 400">To sum up, there are a few approaches to solving the product expiration date problem: </span></p>
<ol>
<li style="font-weight: 400"><span style="font-weight: 400">A centralized dashboard where you can create records for all products. </span><span style="font-weight: 400"><br />
</span><span style="font-weight: 400">The problem with this solution, is that it is overly complicated. When a store manager goes to update the stock of a product, they would normally go to the product edit page to make their changes. By adding another dashboard that they have to use to make records, the process becomes very inefficient and inconvenient. We prefer to remain the existing workflow for normal store owners, and not introduce million other places to setup the product.<br />
</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Use expiration date tracking to only track expiration date. </span><span style="font-weight: 400"><br />
</span><span style="font-weight: 400">Some plugins do handle expiration date tracking, but they usually only provide the default features like updating stock values, and simple features like displaying the expiration date. Our plugin offers much more in-depth features, for example, moving expiring products into sales/clearance category (you can select which category to go to), sending expiring notifications to store manager regarding the upcoming expiring products.<br />
</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Use expiration date tracking alongside batch tracking right on the product edit page, and have a dedicated dashboard for the report.</span><span style="font-weight: 400"><br />
</span><span style="font-weight: 400">This is our solution, and we believe that it is the most effective and complete solution.</span></li>
</ol>
<h3>It Works Well With</h3>
<ul>
<li><a href="https://woocommerce.com/products/variation-shared-inventory-for-woocommerce/">Variation Shared Inventory for Woocommerce</a><br />
Variation Shared Inventory for WooCommerce is an inventory management system that allows a group of variations to share a single quantity.</li>
</ul>
<h3><span style="font-family: proxima-nova, sans-serif">Requirements</span></h3>
<p>Minimum PHP version: 7.0</p>
<h3 class="p-rich_text_section">Get started</h3>
<ul class="p-rich_text_list p-rich_text_list__bullet" data-stringify-type="unordered-list" data-indent="0">
<li>Purchase this extension</li>
<li>Download, install, and activate the extension, in your WooCommerce store</li>
<li>Review our <a href="https://woocommerce.com/document/product-batch-and-expiration-tracking-for-woocommerce/">documentation</a> for any additional information</li>
</ul>

Product Batch & Expiration Tracking

<p>Track product batch & expiration date info, get email alerts on expiring products, auto add to clearance category for expiring products and search orders by batch number.</p>

<ul class="wccom-tick-list-primary">
<li><strong>Dedicated User Roles Report:</strong> A full analytics page just for <strong>User roles</strong>, complete with performance cards, charts, and comparisons.</li>
<li><strong>Performance Cards:</strong> At a glance, see key metrics like <strong>Orders, Customer count, Gross sales, returns, net sales, Total sales, and Average order</strong> value.</li>
<li><strong>Single or Multiple User Role Filters:</strong> Drill into a single User Role or compare multiple <strong>User Roles</strong> side by side.</li>
<li><strong>User Role Comparison Charts:</strong> Visualize <strong>User Role</strong> performance over time with line or bar charts.</li>
<li><strong>Leaderboard :</strong> Instantly see your top-performing <strong>User Roles</strong> ranked by orders, gross sales, returns, net sales, and total sales—right in your WooCommerce analytics dashboard.</li>
<li><strong>User Role Aliases (Analytics-Only)</strong> – Group multiple User Roles under custom aliases for simplified reporting.</li>
<li><strong>User Roles Column:</strong> See which <strong>User Roles</strong> are associated with orders,  products, categories, coupons, downloads and Customers report page.</li>
<li><strong>Export to CSV:</strong> All reports and the dedicated <strong>User Roles</strong> page export with User Role data included.</li>
<li><strong>Works with Any User Role:</strong> Supports WordPress built-in User Roles plus custom User Roles created by plugins or code.</li>
<li><strong>No Setup Required:</strong> Just activate the plugin—your Analytics dashboard gets powerful new insights instantly.</li>
</ul>
<h3>Works with All User Roles, Globally</h3>
<p data-start="399" data-end="678">Role Based Analytics for WooCommerce plugin fully supports <strong data-start="425" data-end="468">custom user roles created by any plugin</strong>, as well as the <strong data-start="485" data-end="502">default roles</strong> that come with WordPress and WooCommerce. This means you don’t have to worry about compatibility—whether roles are built-in or added by another tool, they’re all recognized.</p>
<p data-start="680" data-end="849">To make it clear, here are some of the default roles you’ll already find in WordPress and WooCommerce:<br data-start="782" data-end="785" /><strong data-start="785" data-end="847">Administrator, Editor, Author, Shop Manager, and Customer.</strong></p>
<p data-start="851" data-end="1045">Because the plugin supports user roles <strong data-start="890" data-end="902">globally</strong>, you can be confident that sales data will always be tracked and reported correctly, no matter how your site defines or organizes its users.</p>
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<p></p>
<div style="text-align: center;margin-bottom: 10px"><span style="font-weight: bold;font-size: 18px;color: #222"> Happy Customer Review</span></div>
<p></p>
<div style="text-align: center;margin-bottom: 12px"></div>
<p></p>
<p style="margin: 0;font-size: 15px">“We were looking for a solution to get analytics of the different user roles we have in WooCommerce (b2c and different b2b-roles). I tested different plugins of which “Role Based Analytics” was the best integrated one in the WooCommerce environment. You still use the same reports as before but get the opportunity to show the stats by <strong>user-role</strong>. Also it creates dashboard widgets with the most important stats which helps a lot! At the beginning we had some functionalities that we were missing but the support-team integrated them within days and the <strong>support</strong> in generel is phenomenal! So thank you so much for that <strong>beautiful solution and the great support!</strong> This is how it should be done by all plugin-developers!”</p>
<p></p>
<div style="margin-top: 18px;padding: 12px;background: #f8f9fa;border-left: 4px solid #0073aa;border-radius: 4px">
<p style="margin: 0;font-size: 14px;color: #555"><strong>Note:</strong> We are currently collecting verified reviews from our users. Once enough feedback has been submitted, reviews will automatically appear in the public <strong>Reviews</strong> section of this page.</p>
</div>
</div>
<h2>Unlock Powerful User Role Insights in WooCommerce</h2>
<p class="p1">When organize your customers with Custom User Roles, Role Based Analytics for WooCommerce gives you deeper insights into those User Roles. The plugin adds a dedicated User Roles report to your Analytics dashboard, letting you filter, compare, and track performance by User Role. In just a few clicks, view sales, orders, product performance, and coupon usage for any User Role—all without changing your usual WooCommerce workflow.</p>
<figure id="attachment_18734005698044" aria-describedby="caption-attachment-18734005698044" style="width: 896px" class="wp-caption alignnone"><img class="size-medium wp-image-18734005698044" src="https://woocommerce.com/wp-content/uploads/2025/07/Copy-of-See-sales-performance-by-user-role.jpg?w=896" alt="WooCommerce User Roles report with performance cards, time comparison chart, and role table" width="896" height="597" /><figcaption id="caption-attachment-18734005698044" class="wp-caption-text">Performance cards for gross, net, and total sales with a time comparison chart and detailed user role table.</figcaption></figure>
<p> </p>
<h3>User Roles Report Page</h3>
<p>Dive deeper into customer behavior with the <strong>User Roles Report Page</strong> in Role Based Analytics for WooCommerce. It gives you powerful tools to analyze sales and performance across User roles, all in one place:</p>
<ul class="wccom-tick-list-primary">
<li><strong>Performance Cards</strong><br />
Instantly see key metrics like orders, customer count gross sales, returns, net sales, total sales, and average order value—summarized for the selected period.</li>
<li><strong>User Role Comparisons</strong><br />
Compare multiple User roles side by side with interactive charts. Track trends over time and see how different User roles perform across sales metrics.</li>
<li><strong>Visualize with Time & User Role Charts</strong><br />
Switch between <em>Time Comparison</em> (this period vs. previous) and <em>User Role Comparison</em> charts to spot trends. View sales over time or compare multiple User roles side by side.</li>
<li><strong>Single & Multi-User Role Filtering</strong><br />
Zoom into a specific User Role or analyze several User Roles at once for more flexible insights.</li>
<li><strong>CSV Export</strong><br />
Download detailed, User role-based reports in CSV format for deeper analysis outside WooCommerce.</li>
<li><strong>Actionable Insights</strong><br />
Spot role-based trends at a glance and use the data to refine pricing strategies, promotions, or loyalty programs tailored to each customer group.</li>
</ul>
<hr />
<h3>Leaderboard</h3>
<p>Easily identify your most valuable customer groups! The new Leaderboard feature in Role Based Analytics for WooCommerce gives you a clear table showing:</p>
<ul class="wccom-tick-list-primary">
<li><strong>User Role Rankings</strong><br />
See which user roles generate the most orders, gross sales, returns, net sales, and total sales.</li>
<li><strong>Quick Insights</strong><br />
Spot trends and compare user group performance at a glance—perfect for tracking wholesale, retail, member, and guest sales.</li>
<li><strong>Actionable Data</strong><br />
Use leaderboard insights to shape your marketing, target high-value segments, or reward your top-performing user roles.</li>
</ul>
<hr />
<h3>Products Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>See which user roles are buying each product.</strong><br />
Instantly view and compare sales, revenue, and order counts segmented by user role.</li>
<li><strong>Filter the products report by any user role.</strong><br />
Focus only on the data for Wholesale, Retail, Member, or any custom group.</li>
</ul>
<hr />
<h3>Categories Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Analyze category sales by user role.</strong><br />
Understand which customer groups are purchasing from each category.</li>
<li><strong>Filter category analytics for detailed insights.</strong><br />
Drill down to see sales for a specific user role in any product category.</li>
</ul>
<hr />
<h3>Orders Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Segment orders by user role.</strong><br />
Instantly identify who is placing orders—Retail, Wholesale, Guest, and more.</li>
<li><strong>Apply user role filters to order analytics.</strong><br />
Quickly narrow down reports to see orders placed by a specific customer group.</li>
</ul>
<hr />
<h3>Coupons Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Track coupon usage by user role.</strong><br />
See which customer segments are using your discounts and promotions.</li>
<li><strong>Filter coupon analytics to optimize offers.</strong><br />
Analyze coupon performance for each user role and adjust your marketing strategy.</li>
</ul>
<hr />
<h3>Downloads Report Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Monitor downloads by user role.</strong><br />
View which User Roles are accessing your downloadable products.</li>
<li><strong>Filter download reports for targeted analysis.</strong></li>
<li>Understand digital product usage across different customer groups.</li>
</ul>
<hr />
<h3>Customers Page</h3>
<ul class="wccom-tick-list-primary">
<li><strong>Filter customers by User Role.</strong> Works with built-in and custom roles.</li>
<li><strong>See key metrics at a glance.</strong> Orders, Total Spend, Last Active, Date Registered, Postal Code, Email, and Role.</li>
<li><strong>Search within any role.</strong> Quickly locate specific customers by name, username, or email.</li>
<li><strong>Include Guest customers.</strong> Track non-registered buyers alongside registered users.</li>
<li><strong>Export filtered results.</strong> Download role-specific customer lists for outreach or analysis.</li>
</ul>
<hr />
<h2>How to Get Started</h2>
<ol>
<li><strong>Purchase and download</strong> the Role Based Analytics for WooCommerce extension.</li>
<li><strong>Install and activate</strong> the .zip file in your WooCommerce store.</li>
<li><strong>Customize to your needs</strong> in the Analytics > Settings panel (optional).</li>
<li><strong>Open WooCommerce Analytics</strong>—your reports now have user role filters and columns!</li>
</ol>
<p>That’s it! Instantly start analyzing your WooCommerce data by user role for smarter insights.</p>
<hr />
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<td>
<h2>Documentation</h2>
<p>Need guidance? Check out the comprehensive documentation to learn everything you need to know about the Role Based Analytics for WooCommerce extension.</p>
<h4><a href="https://woocommerce.com/document/role-based-analytics-for-woocommerce/" target="_blank" rel="noopener">View documentation</a></h4>
</td>
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<h2>Support</h2>
<p>If you have pre-sale questions or need help, <span class="link-annotation-unknown-block-id--992406005">get in touch</span> with our friendly Support Engineers.</p>
<h4><a href="https://coderplus.co/contact/" target="_blank" rel="noopener">Get support</a></h4>
<p> </td>
</tr>
</tbody>
</table>

Role Based Analytics

<p class="p1">Filter and compare WooCommerce sales reports by user role. Supports WordPress defaults and custom roles to highlight customer group-level performance.</p>

Product Batch & Expiration Tracking vs Role Based Analytics