<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>

<p>Role Based Analytics for WooCommerce brings User Role reporting into WooCommerce Analytics so you can compare customer groups, review guest checkout performance, view the customers behind each role, and reduce manual spreadsheet work.</p>
<p>Bring User Role reporting into WooCommerce Analytics so you can compare customer groups, review guest checkout performance, view the customers behind each role, and reduce manual spreadsheet work. It works with any User Role already available on your store, including roles from plugins or custom code that you use to group customers, such as wholesale, B2B, B2C, membership, VIP, retail, or other customer groups.</p>
<h2>What you’ll get</h2>
<p>With Role Based Analytics for WooCommerce, you gain access to role-based reporting tools inside WooCommerce Analytics:</p>
<ul class="wccom-tick-list-primary">
<li><strong>Dedicated User Roles report:</strong> Review role-level performance in one place with cards, charts, tables, comparisons, and export support.</li>
<li><strong>Customer drilldown:</strong> Click a role to view the customers behind that customer group on the same screen.</li>
<li><strong>User Role filters across WooCommerce Analytics:</strong> Filter WooCommerce Analytics reports, including the Customers page, by User Role, guest customer, custom role, or role alias.</li>
<li><strong>Role comparison:</strong> Compare customer groups across orders, customers, sales, returns, and average order value.</li>
<li><strong>Guest checkout reporting:</strong> Analyze non-registered customer activity as its own reporting group.</li>
<li><strong>User Role table data:</strong> View User Role data directly in WooCommerce Analytics report tables.</li>
<li><strong>User Role Aliases:</strong> Group related roles under one reporting label for cleaner grouped reporting.</li>
<li><strong>Role-based CSV exports:</strong> Export filtered User Role data to CSV when you need deeper analysis.</li>
</ul>
<p><img class="wp-image-18734006578957 size-medium" src="https://woocommerce.com/wp-content/uploads/2025/07/wholesale-b2b-sales-report-woocommerce.jpg?w=896" alt="Wholesale and B2B sales report for WooCommerce showing User Role reporting insights for customer groups" /></p>
<h2>Scale your business</h2>
<p>Use User Role reporting to make faster decisions about customer groups, reduce manual spreadsheet work, and see which roles are driving orders, revenue, and guest checkout activity. Use these insights to:</p>
<ul class="wccom-tick-list-primary">
<li><strong>Improve customer targeting:</strong> Better understand which customer groups drive the most orders and revenue so you can focus outreach and promotions where they matter most.</li>
<li><strong>Maximize reporting ROI:</strong> Use role-based analytics to replace manual spreadsheet work and spend more time acting on the results.</li>
<li><strong>Review customer behavior:</strong> See how registered customers and guest checkout customers perform so you can tailor your reporting and follow-up strategy.</li>
<li><strong>Make informed decisions:</strong> Compare customer groups with confidence instead of relying on blended totals or guesswork.</li>
<li><strong>Spot growth opportunities:</strong> Identify which User Roles, products, and categories are performing best and where attention is needed.</li>
</ul>
<div class="woo-sc-box normal  success ">
<h2>Happy Customer Review</h2>
<blockquote><p>“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></blockquote>
<p><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>
<h2>Identify top-performing customer groups</h2>
<p>Get a quick overview of your top-performing User Roles and how they contribute to orders, revenue, returns, and average order value. Use these insights to:</p>
<ul class="wccom-tick-list-primary">
<li><strong>Spot high-revenue groups:</strong> See which customer groups drive the most revenue and orders.</li>
<li><strong>Compare sales performance:</strong> Review how each User Role performs across different reporting periods.</li>
<li><strong>Track average order value:</strong> Identify customer groups with stronger order value.</li>
<li><strong>Review guest checkout performance:</strong> Compare guest checkout activity with registered customer groups.</li>
<li><strong>Find follow-up opportunities:</strong> See which customer groups may need retention, outreach, or account review.</li>
</ul>
<h2>Dig deeper using comparisons across metrics</h2>
<p>This plugin is built for total flexibility and automatically detects every User Role active on your store—no manual setup required. It works instantly with roles created by third-party membership, B2B, or wholesale plugins.</p>
<ul class="wccom-tick-list-primary">
<li><strong>Wholesale & B2B segments:</strong> For instance, if you use a wholesale plugin, you can instantly see exactly how much your high-volume buyers contribute to your net sales.</li>
<li><strong>Custom segments:</strong> Whether you have a role for “B2B,” “B2C,” or “Affiliates,” the data is automatically available for custom user role reporting.</li>
<li><strong>Gross sales:</strong> Compare gross sales across customer groups.</li>
<li><strong>Returns:</strong> Track returns by User Role.</li>
<li><strong>Net sales:</strong> Understand net sales performance by customer group.</li>
<li><strong>Total sales:</strong> Compare total sales across customer group.</li>
<li><strong>Average order value:</strong> Identify customer group with stronger average order value.</li>
</ul>
<h2>View customers behind each customer segment</h2>
<p>Role-level totals show performance. Customer drilldown shows who is behind the performance.</p>
<p>From the User Roles report, click a role to view the customers associated with that customer group on the same screen. This helps you move from role-level totals to customer-level context without leaving the report.</p>
<h2>Compare registered and guest checkout customers</h2>
<p>Guest checkout customers are included as their own reporting group, making it easier to compare registered and non-registered customer performance.</p>
<p>Use Guest reporting to understand:</p>
<ul class="wccom-tick-list-primary">
<li><strong>Guest revenue:</strong> See how much revenue comes from guest checkout customers.</li>
<li><strong>Guest buying behavior:</strong> Review which products and categories guest checkout customers buy.</li>
<li><strong>Registered vs guest comparison:</strong> Compare guest activity with logged-in customer groups.</li>
<li><strong>Alias planning:</strong> Decide whether guest checkout activity should be grouped with another reporting segment using User Role Aliases.</li>
</ul>
<h2>Simplify complex reporting with Role Aliases</h2>
<p>Running a complex store shouldn’t mean looking at messy reports. If your backend is cluttered with multiple custom roles, use Role Aliases to bundle them into logical business segments. This simplifies your charts and exports without touching your actual store permissions, pricing, or checkout behavior.</p>
<h2>Export Customer Group reports</h2>
<p>When you need deeper analysis, export role-based reports with selected role context included.</p>
<p>Role-based exports reduce cleanup before sharing data with a team, client, or spreadsheet workflow.</p>
<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 -> User Roles</strong> to view the User Roles report. You can also use the User Role filter on supported WooCommerce Analytics pages.</li>
</ol>
<p>That’s it! Instantly start analyzing your WooCommerce data by user role for smarter insights.</p>
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<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>
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<h2>Support</h2>
<p>If you have pre-sale questions or need help, get in touch with our friendly Support Engineers.</p>
<h4><a href="https://coderplus.co/contact/" target="_blank" rel="noopener">Get support</a></h4>
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Role Based Analytics

<div>
<div>Role Based Analytics for WooCommerce adds User Role Analytics to WooCommerce, providing clear insights into which customer groups drive orders, revenue, and guest checkout activity.</div>
</div>

Product Batch & Expiration Tracking vs Role Based Analytics