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Stock Notification

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Product Low Stock Notification and Auto Reminder
Community Enterprise

Stock Notification

You can enable automatic notifications and reminders for low-stock products, ensuring timely management of inventory levels.

01

To use this feature, start by installing and activating the module in your system.

Stock Notification Installation

02

After successful installation, Go to Setting --> Inventory Setting --> Under Product Notification tab. Set the minimum quantity for this particular company.

Under Inventory Setting

03

After configuring the minimum quantity, make sure to 'SAVE' the settings for the specific company.

Save after configuration

04

In the users and Company settings, designate the Inventory Manager as an administrator under the inventory Tab to receive email notifications when product quantities fall below the specified threshold. Setting --> Users & Company --> Users.

Inventory Manager Setting

05

Go to the Inventory menu, then proceed to the Products menu and select Product Variants.

Select Product Variants

06

You can acces the two fields under the product form for setting the quantity on track.

Set Minimum Qauntity

07

Enable the "Set Minimum Qty" checkbox to track this product's quantity. The minimum quantity will automatically be set based on the value configured in Inventory Settings (Step 3). You can also adjust this quantity as needed for the product.

Check Mark Minimum Qauntity

08

Manually set the "On Hand" quantity for this product; this is added for testing purposes only.

On Hand quantity

09

After setting the "On Hand" Quantity, the "Minimum Qty" is less than the "On Hand" Quantity.

Minimum On Hand Qaunitity

10

After setting the "On Hand" Quantity, the "Minimum Qty" is less than the "On Hand" Quantity.
Go to the Sale Module --> create a quotation --> select this product --> confirm the sales order --> validate the delivery with a quantity of 25.

confirm the sales order

11

After updating the On Hand Quantity, it is now less than the Minimum Quantity set.

update On Hand Quantity

12

Create a schedule action in the technical settings to test the automatic email notification.

create schedule action

13

Manually run the schedule action for testing purposes, where you can set the "Next Execution Date & Time" along with days.

run the schedule action for testing

14

Go to Settings, then Technical, and navigate to Email. After running the schedule action manually, check your email for notifications.

Email Trigger

15

Check the email inbox for the newly created email notification triggered by the scheduled action.

Email list view

16

Now, you can review the email template format. The inventory manager receives daily emails with a dynamic list of products whose minimum quantity is set for tracking, and the on-hand quantity is less than the minimum quantity.
Inventory Manager received daily basis email those have "Inventory Administration" rights.
Note : Mail body is dynamically list of products those minimum quantity set tracking and On hand quantity is less than the minimum quantity.

Email template

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