Products: Set Up Supply Needs

Introduction

Supply Needs helps you keep track of your products or ingredients when they trigger the 'Warning Stock Level' (this can be configured when adding or editing products).

When a product or ingredient hits Warning Stock Level (the minimum quantity of products or ingredients your business should stock), Supply Needs automatically calculates how many more units are required to reach Ideal Level.

Purchase Orders will help you restock your products or ingredients later. To learn how to create Purchase Orders, click here.

Contents

i) How to Set the 'Warning Stock Level'

ii) How to Check Your Supply Needs

i) How to Set the 'Warning Stock Level'

Step 1.
Go to Products > Add Product and scroll down to 'Inventory'.

Step 2.
Check 'Track stock level', and set the Warning Stock Level (in numerical amounts).

ii) How to Check Your Supply Needs 

Go to the BackOffice > Stock Management > Supply Needs.

You’ll see a list of items running low on stock. You can then create a 'Purchase Order' from your BackOffice and send it to your supplier immediately.