You can set stock alert levels for the business unit, users and/or custom holders to make it easier to identify items that need to be replenished.
Simply tick the required holder and enter the minimum level of stock.
This is an optional setting which can be set when the item is created or at a later stage.
- When an item falls below the nominated threshold number, it will appear in the Purchase Order screen > Multi-Search > Low Stock Inventory list, so you can quickly add low-stock items to a purchase order.
- Alternatively, you can run a Low Stock Report from Reports > Inventory. Refer to Reporting for more information on reporting on Stock Alert Levels.
Stock Area |
Description |
|---|---|
| Business Unit | The trigger for low stock allocated to your business unit (e.g. general stock). The Business Unit stock alert level does not include stock assigned to a user or custom holder. |
| Users | The trigger for low stock allocated to users (e.g. A technician has less than 5 spare parts). |
| Custom Holders | The trigger for low stock in a custom holder (e.g. A van, a warehouse has less than 2 of this item). |