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Inventory alerts

Available to: Admins
Optional Permissions Required: None
System Settings Required: None

Send automatic email and/or SMS (text message) alerts to help your business keep track of inventory and stock levels. You can send inventory alerts when stock is low, if the stock falls below PAR, if the product needs to be reordered, or if a product is completely out of stock. To make sure these alerts are sent, there are a few areas to set up.

Check employee profiles for phone numbers and email addresses

Every employee who will receive inventory alerts should have a profile in System Settings > Employees with a phone number and email address. Each profile should also be tied to a login.

Change Internal Notifications settings

  1. Go to System Settings then Internal Notifications.
  2. Find the Inventory Alerts section and check the types of user roles who will receive the inventory alerts, and select if they will receive email and/or SMS messages. You can also enter an outside email address.
    Inventory alerts-1

Add stock levels and inventory alert settings for products

When each product will have different alert settings

Follow these steps for all alerts you wish to enable:

  1. Go to the Products tab.
  2. Find the product.
  3. Low – Enter how many items left until the stock is considered low. Check Alert when level is reached.
  4. Reorder – Enter how many items left until you are prompted to reorder. Check Alert when level is reached.
  5. PAR – Enter the ideal number of items that should be kept in your inventory at all times. Check Alert when level is reached.
  6. Check Alert when Out of Stock to send an alert when the product is out of stock.
  7. Click Save.
  8. Repeat for each product that needs an inventory alert.

When all products will have the same alerts

Use the Bulk Override Products feature to set alerts for multiple products at once:

  1. Go to the Products tab.
  2. Use the Search fields to narrow down the product list, if applicable.
  3. Check the products to edit.
  4. Click Edit Selected.
  5. The Bulk Override Products window will open.
  6. Low – Enter how many items until the stock is considered low. Select Alert when level is reached.
    Inventory alerts-2
  7. Reorder – Enter how many items left until you are prompted to reorder. Select Alert when level is reached.
    Inventory alerts-3
  8. PAR – Enter the ideal number of items that should be kept in your inventory at all times, and select Alert when level is reached.
    Inventory alerts-4
  9. Out – Select Alert when Out of Stock.
    Inventory alerts-5
  10. Click Save.
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