Using Low Inventory Alerts and Reports

What we'll cover:

  1. What is a Threshold and Threshold Limit?
  2. Setting Up Inventory Level Limits
  3. Viewing and Downloading Inventory Reports
  4. Related Articles

 

What is a Threshold Limit and Threshold Type

To prevent running out of stock at a warehouse, you can configure inventory alerts. Our tool notifies you when inventory falls below a certain level or threshold.

A Threshold is the inventory level you want to trigger a notification. You may set two limits for each alert type below. You can set threshold at a “warning” limit and a second threshold at a “critical” limit.

You can configure thresholds on a global level, a warehouse level or for each SKU.

  • Global level allows you to set-up a universal alert in one place for all warehouse and all SKUs.

    Example: If you set a global alert for 50 units. Than the system will look at your total inventory across all inventory sources. When the inventory on any SKU falls below 50 (total of all inventory sources) it will send you a notification.

  • Warehouse level allows you to set up an inventory threshold for a warehouse.

    Example: I can set-up a threshold for the Kentucky (KY) warehouse of 50 and for the California (CA) warehouse at 30. When any SKU at the KY warehouse falls below 50 in KY or 30 in CA you receive an alert.

  • SKU Level allows for you to set an alert for the SKU. If the SKU fall below the threshold at any inventory source you receive an alert.

    Example: If I set a SKU level alert for 25 and I have CA inventory of 30 and KY inventory of 24. I would get an alert for the KY warehouse as it has a threshold of 24 for that specific SKU.

 

Setting Up Inventory Threshold Level Limits

You can manage your inventory level limits in three different ways. Either globally, per warehouse or per SKU. Seeing What is a Threshold and Threshold Type above for more on each alert level.

To set up your threshold for any level, follow the steps below.

NOTE:

The quantity on your Warning alert must always be higher than your Critical alert. You can opt to only enter quantity on either the Warning or Critical alert. You cannot save an inventory amount lower than one.

 

Global Level

1) Go to PRODUCTS -> Inventory Manager.

2) Click on the gear icon next to Edit.

edit-all-warning-critical-inventory-levels.png

 

3) In the pop-up, check the box for Low Inventory Alerts. Then enter the inventory level to trigger a Warning and/or a Critical alert.

edit-inventory-levels-pop-up.png

 

4) Click OK.

 

Warehouse Level

1) Go to PRODUCT -> Inventory Manager.

2) Click on EDIT.

edit-warehouse-warning-critical-alerts.png

 

3) At the bottom of Edit Warehouse Details, check the box for Low Inventory Alerts. Then enter the inventory level to trigger a Warning and/or a Critical alert.

edit-warehouse-details-inventory-levels.png

NOTE:

If you use Global Level inventory alerts, check the box to Exclude this warehouse from global level inventory alerts.

 

4) Click on Update Changes.

 

SKU Level

1) Go to PRODUCT -> Product Manager.

2) Search for your SKU.

3) Click on the pencil icon.

edit-product-details-inventory-alerts.png

 

4) Below the Marketing Insert, check the box for Low Inventory Alerts. Then enter the inventory level to trigger a Warning and/or a Critical alert.

edit-product-inventory-warning-critical.png

 

NOTE:

If you use Global Level and/or Warehouse Level inventory alerts, check the box to Exclude this product from global and warehouse level inventory alerts.

 

Viewing and Downloading Inventory Reports

You can view your low inventory reports at any time within the UPS Portal.

1) Go to REPORTS -> Low Inventory Report

view-low-inventory-reports.png

 

2) To search for an item, use the search bar at the top.

search-for-item-report.png

 

3) Within the report, you can see the Threshold and Threshold Type of your items with an inventory alert. You can also view the Alert Condition which triggered the alert and the Warehouse with low inventory for an Alert Condition of Warehouse.

tracking-warning-critical-threshold.png

 

4) Like the Order Manager, you can click and double click on a column to change it from ascending to descending.

TIP:

Hold down the SHIFT key and click on another column to sort by two or more columns.

 sort-by-column.png

 

5) Click on Download to download CSV of your inventory report.

download-inventory-report.png 

 

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