The Product Stock Alert Report in Shoply provides insights into products that are nearing low stock levels. This report helps users monitor inventory and ensure that products do not go out of stock. To use this feature, when adding a new product in Shoply, you can set a stock alert by defining a minimum quantity threshold. The system will notify you when the quantity of a product reaches this threshold, helping you to manage inventory efficiently.
What is the Stock Alert Report?
The Stock Alert Report is a tool that shows all products that are approaching low stock levels. It helps businesses stay on top of inventory management by alerting them when it’s time to reorder stock. This report is essential for preventing stockouts and ensuring that popular products are always available.
Key Features of the Stock Alert Report
1. Low Stock Products – The report lists all products that have reached their stock alert quantity, along with details such as the current quantity, price, and cost.
2. Reorder Products – You can add low-stock products to your purchase list directly from this report, making it easy to reorder products in one go.
3. Export Report – The report can be exported in various formats, such as Excel, CSV, or PDF, for further analysis or sharing with your team.
How to Access the Stock Alert Report
To view the Stock Alert Report in Shoply, follow these steps:
Steps to Access the Stock Alert Report
1. Navigate to Reports > Stock Alert OR system Header PAGE
2. The report will display all products nearing low stock, including details such as product code, name, current quantity, and alert quantity.
3. To export the report, click on one of the options: Copy, Excel, CSV, or PDF.
Setting Stock Alerts for Products
Stock alerts can be configured when adding a new product in Shoply. By setting an alert quantity, the system will notify you when the stock falls below the specified threshold, allowing you to take action before running out of stock.
Steps to Set Stock Alerts
1. Navigate to Products > Add New Product.
2. In the product details, set the stock alert quantity under the stock alert section.
3. Once the quantity of the product reaches this alert level, the system will notify you by displaying a notification icon.
Managing Low Stock Products
Once a product reaches its stock alert level, it can be easily added to the purchase list. This allows you to quickly reorder products that are running low in stock.
Steps to Add Low Stock Products to Purchase List
1. When a product reaches its stock alert level, a notification icon will appear at the top of the system.
2. Click on the notification icon to view the list of low stock products.
3. To add a product to the purchase list, click on the + icon in the report.
4. The product will be added to your purchase list, and you can create a purchase invoice by going to Purchases > Add Purchase.
Exporting the Stock Alert Report
Shoply allows you to export the Stock Alert Report in various formats, making it easy to share and analyze the data with your team.
Steps to Export the Stock Alert Report
1. Navigate to Reports > Stock Alert.
2. Choose one of the export options: Copy, Excel, CSV, PDF.
3. The report will be downloaded in the selected format.
The Stock Alert Report in Shoply is a valuable tool for managing inventory and ensuring that products never go out of stock. With features like low stock notifications, easy reorder options, and export capabilities, this report helps businesses stay on top of their inventory management. Use this guide to access, view, and manage low stock products efficiently in Shoply.
