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Set up stock quantity tracking

Keep your inventory balanced by setting up low stock notifications and reorder quantities. Learn how to prevent running out of stock or overstocking by tracking your inventory levels.

In this article

  • Getting started
  • Setting stock quantity tracking
  • Managing stock quantity tracking
  • Disabling stock quantity tracking

Getting started

Low stock notifications can be set up when adding a new product or editing an existing one. Before setting up:

  • Make sure you have permission to manage products. If you’re a team member, request access from the workspace owner for Products and Import products in bulk.

Setting stock quantity tracking

To set up track stock quantity:

  1. Open Catalog and select Products.
  2. Click Add to create a new product, or select an existing product by clicking Services, then Options, and then Edit product.
  3. Scroll down to Inventory and enable the Track stock quantity toggle to monitor stock levels.
  4. Enter the Current stock quantity to reflect the amount of stock you currently hold.
  5. Add the values for Low stock and reordering:
    1. Low stock level: 
      The minimum stock level before receiving a notification to reorder.
    2. Reorder quantity: 
      The amount you plan to order on your next stock replenishment.
  6. Enable low stock notifications using the toggle.
  7. Click Save.

To set up track stock quantity:

  1. Open the Catalog and select Products.
  2. Tap Add (+) to create a new product or select an existing one, then tap Actions, and then Edit product.
  3. Under Inventory and enable the Track stock quantity toggle to monitor stock levels. 
  4. Enter the Current stock quantity to reflect the amount of stock you currently hold.
  5. Add the values for Low stock and reordering:
    1. Low stock level: 
      The minimum stock level before receiving a notification to reorder.
    2. Reorder quantity: 
      The amount you plan to order on your next stock replenishment.
  6. Enable low stock notifications using the toggle.
  7. Tap Save.

Managing stock quantity tracking

Edit stock quantity tracking

To edit stock quantity tracking:

  1. Open Catalog and select Products.
  2. Select the product you want to edit, click Actions, and then choose Edit product.
  3. Scroll down to Stock quantity and make changes as needed.
  4. Click Save.

To edit stock quantity tracking:

  1. Open Catalog and select Products.
  2. Select the product you want to edit, tap Actions and then Edit product. 
  3. Under Stock quantity make changes as needed.
  4. Tap Save.

You can manage low stock alerts in your personal notification settings.

Disabling stock quantity tracking

To disable stock quantity tracking:

  1. Open Catalog and select Products.
  2. Select the product you want to disable tracking for, click Actions, and then choose Edit product.
  3. Scroll down to Stock quantity and disable the Track stock quantity toggle.
  4. Select Disable to reconfirm.

To disable stock quantity tracking:

  1. Open Catalog and select Products.
  2. Select the product you want to disable tracking for, tap Actions and then Edit product. 
  3. Under Stock quantity disable Track stock quantity.
  4. Tap Disable to reconfirm.

FAQs

    • When track stock quantity is disabled, any previous stock levels will be overwritten, and the product will be considered as having unlimited stock.


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