The low stock workflow
1
Set a Minimum Stock Alert on each material
Open any material in Inventory and set the Minimum Stock Alert value. This is the reorder point for that item. See Adding Items for how to set it during creation, or use Edit on an existing row to update it.
2
Watch for alerts
When stock reaches or drops below the threshold, the item appears on the Dashboard Low Stock panel and on the full Low Stock Alerts page.
3
Act on the alert
Use Restock on the row if the material has already arrived, or Export Excel to hand the whole reorder list to whoever does purchasing.
4
Turn on email alerts (optional)
Enable low stock emails in your profile so you do not have to remember to check the page. See the section below.
Turning on low stock emails
- Click the three-dots menu at the bottom left of the sidebar, next to your company name.
- Open Profile.
- Toggle on Receive Low Stock Email Updates and save.
If low stock alerts are not appearing, the cause is almost always a missing Minimum Stock Alert value on the material. Alerts only trigger against a threshold that has been set.