Training 4
      Back to home
      1. Knowledge Base
      2. Training
      3. Training 4

      Restock Inventory & Min/Max Templates

      Manage your inventory using Min/Max templates to create Orders.

      Creating Stock Templates is a great way to manage on-hand inventory. These templates allow you to set inventory thresholds which provide the framework for what should be on-hand and what you need to order.

      Original Stock Template

      Screen Shot 2022-06-03 at 12.20.36 PM

      How to Create a Stock Template

      • Go to the "Calculate Reorder" feature

      Screen Shot 2022-06-03 at 12.21.39 PM

      • Select the Template 

      Screen Shot 2022-06-03 at 12.21.23 PM

      • Fill out the template then upload

      Screen Shot 2022-06-03 at 12.22.16 PM

      • Wait for the icon to say "Successful" then confirm order has been sent as-well as other features

      Screen Shot 2022-06-03 at 12.31.29 PM-1

      Screen Shot 2022-06-03 at 12.31.53 PM-1

       

      •  Please see "Generate Min/Max" video in Training 4, for instructions on how to generate a reorder