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Low Stock Alerts & Reordering for Retail

By Kelsey

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With Revel, you can set low stock alerts for your products. If an item falls below the set threshold, you will receive an automated email notification that it's time to reorder.


Contents


Updating Low Stock Alerts Individually

If you have just a few stock alerts to update, you can update them individually in the Inventory tab in your Management Console ([yoursubdomain].revelup.com). To do so, follow the below steps:

  1. In the Management Console, go to the Inventory tab and then the Product Inventory tab.
  2. The column titled Low Stock Alert is where you will update the threshold number. Locate the product that needs to be updated and enter the low threshold number in the Low Stock Alert field. You do not have to save the change, as this number will update automatically.
  3. Repeat this process until all items are updated:


Updating Low Stock Alerts in Bulk

If you want to edit multiple low stock alert quantities at once, you can do so using a spreadsheet upload. Here’s how:

  1. In the Product Inventory tab, click Import / Export in the top right corner.
  2. On the next page, check Update Low Stock Alert and click Export Inventory. Check your email for the exported file:

  3. When you open the Excel file, locate Column P (New Threshold) and enter the product’s low-threshold number.
  4. In Column O (Update Threshold), enter Yes if you are updating the current threshold. If you are not updating the threshold, enter No. This column needs to be filled out for every item with either a Yes or No, depending on your updates.
  5. After you have added all required details, save your file:

  6. In the Export / Import screen for Product Inventory, locate the Import section. Click Choose File and attach the Excel document you saved. After the file is attached, click Import Inventory.
  7. Once your file is processed, you will receive a results email. Check this email to confirm all changes were uploaded successfully. If any errors occurred, the results email will pinpoint exactly where and why the error happened. Fix the issue in the file and repeat the upload process.
  8. If your upload was successful, you will see the threshold number you entered in the spreadsheet under the Low Stock Alert column in the Product Inventory tab.

Updating the Low Stock Alert Email Address

If a product’s on-hand quantity falls below the set threshold, you will receive an automatic notification that it’s time to reorder. To edit the email address the notification will be sent to:

  1. In the Product Inventory tab, click Stock Alert Email in the top right corner. Fill out your email address in the Enter Email field. Check the box if you want to consolidate alerts into one daily email. Then, click Save:


Reordering Products

The Reorder tab allows you to quickly view all items that have fallen below their set thresholds. To easily reorder low stock products:

  1. Go to the Inventory tab and click the Reorder tab.
  2. If your products are attached to vendors, you will see the different vendor sections with corresponding products underneath. Click Generate PO to quickly open a new purchase order that contains the products flagged for reorder:

  3. All of your products that are not attached to vendors will appear under the --None-- section in the Reorder tab. Generate PO will take you to a new purchase order, where you will then select the vendor and create the purchase order as normal:



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