Low Stock Report

This report tracks products that have fallen below their defined stock levels.

Main Screen> MENU> REPORTS> PRODUCT> LOW STOCK> REFRESH

Before viewing this report, make sure each product has both a Minimum and Maximum Parlevel set.

On the Main Screen, go to MENU and press REPORTS.

In PRODUCT, select LOW STOCK.

Filters
Use the available filters to narrow the results and display specific product groups.
1. Vendor: Filter products by supplier. 

Select a vendor to filter the list and display only the low-stock items sourced from that vendor.

2. CATEGORY: Filter products by category to review stock levels for a specific group (e.g., beverages, snacks).

Select a category to view only its low stock items.

3. ADD STOCK: Choose which store or location to include in the report; it's useful for multilocation management.

By selecting a store to view only its low-stock items.

Result:

Report Actions

PRINT: Generate a printable version of the report.

EXCEL: Export the data to an Excel file for analysis or recordkeeping.

EMAIL: Send the report directly via email.

REFRESH: Update the report to apply any new filters and show the most recent data. Click on REFRESH after setting the filters to load the latest report.