User Docs

User Docs

4.5.4 Items low on stock




The RETAIL7 system tracks stock levels and generates a low stock report if an item's quantity falls below a specified threshold. To enable this function, the "Stock Low Limit" value must be set to a desired low threshold (instead of zero) when adding or editing an item. Navigate through Menu → Master Data → Items → Item List to make this adjustment.



Setting the Stock low limit for an item in the Item list



Now, when the stock of this item drops below this value, the item will be displayed in the list as low on stock.



Creating a low on stock report




Open My Dashboard -> Masterdata -> Stock management -> Items low on stock.



Click on the drop-down menu and choose which store´s stock would you like to check.

After choosing the store, a list of item is generated. The report shows

  • the store number

  • the item ID

  • the item name

  • the available number of the item

  • the number of the reserved items

  • the incoming and outgoing (aka in-transfer) number of the item

  • the ordered number of the item

  • and the unit of the item


Low on stock report, generated for a specified store

Via Download the report can be downloaded in the desired format.


Getting notification about items low on stock



The RETAIL7 system is able not only to display the list of the items needed to order, but also to send a notification if an item is low on stock thus should be re-ordered.

You can set to get e-mail notifications about items being low on stock under
System settings -> Settings -> Settings list -> Others -> Stock management.



Setting up a notification in the System settings about low on stock items