Low Level Quantities in the Register

1. Go to Home > Items > Item List.
2. Select an item to open the Item Details work area.
3. Tap the Inventory tab to open the Inventory work area. Ensure Inventory Item is enabled.
• Note: Depending on your settings, the Inventory Item may default to Non-Inventory. To change this, go to Home > Settings > Preferences > Inventory.
4. In the Stock Type section, tap Inventory Item to enable the inventory fields.
5. Set values for Low Level Qty, Reorder Quantity, and Minimum Order Qty.
• Note: Low Level Qty is only an indicator and not a condition that must be met prior to adding an item to a PO. Merchants can add items to POs at any time.
6. Tap Save.
7. Tap All Items to view the updated list. An “R” is visible in the far right status column, indicating that the quantity in stock has dipped below the Low Level Qty specified. The quantity status will also be displayed in the report. (See Run Low Level Item Report section, below.)

To enable low level quantity alerts in the Register app, the item must first be associated with a vendor. See Set a Default Vendor for an Item for more information.

1. On the Item Details screen, enable the Alert slider to alert users in the Register app when inventory drops below the Low Level Qty threshold.
2. Tap Save.
3. Create an order in the Register app. If an item’s quantity falls below the Low Level Qty value, an alert displays. In the example, the order is for five items, but only four are in stock. This alert will display each time the specific item is sold until more product is received.

The Vendor Item Low Level report provides a list of items with a stock quantity below the Low Level Qty threshold.

1. The Vendor Item Low Level report provides a list of items with a stock quantity below the Low Level Qty threshold.
2. Go to Home > Reports > Purchasing.
3. Select Low Level Items to run the report. The report can be previewed, printed (if connected to a printer), saved, or sent as an Excel, PDF, or Word file.

The data columns on the Vendor Item Low Level report include:

• Item – The name of the item
• SKU – Primary SKU saved
• Mfg – The item manufacturer
• Part # – Part number saved on the Inventory tab
• Size – Item size saved
• Color – Item color saved
• Cost– The merchant’s purchase cost
• On Hand – The current stock quantity
• Reorder Qty – The purchasing quantity default
• Status – indicates the quantity status of the item
  • R – Item needs to be reordered
  • T – If the item is a parent / child inventory item
  • Null – Item needs to be reordered