Step by step
- Open Inventory > Reorder Levels.
- Choose the shop in the location filter (Business). Filter by Category, Brand and Levels (Set for this location, Not set, Stock at or below alert) and press Filter.
- Each row shows the Product, P/C (product code), Category, Brand, Current Stock and Product Alert Qty (the alert quantity on the product).
- Type the Alert Qty, Reorder Qty and Max Qty of the item. A cell is saved when you leave it; Enter and the arrow keys move up and down like a sheet.
- To set many items at once filter the list and press Bulk Set. For Alert Qty, Reorder Qty and Max Qty choose Keep as is, Set to (with the value) or Clear, then press Apply.
- Purchase Suggestion opens the buying list made from these levels. Excel and Print export the grid.
Good to know
- An empty Alert Qty means the alert quantity of the product is used. Clearing all three cells removes the levels of that item for the shop.
- Reorder Qty is the quantity to buy each time; Max Qty means buy up to this stock. Purchase Suggestion uses Reorder Qty first, then Max Qty.
- Bulk Set changes every item of the list as it is filtered now, up to 5,000 items at a time; narrow the list with category or brand first.
- Only active products with managed stock are listed; a variant product has one row per variant.
- An owner level user can choose any shop; other users work on their own shop only.