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How to Restock Low Inventory

Identify products running low and replenish via purchase or warehouse transfer.

Goal: Low-stock products replenished to adequate levels in the target warehouse.
Reports Purchases Transfers
Phase 1 · Identify low-stock products
Where: Sidebar → Reports → Product Quantity Alerts
  1. Reports → Quantity Alerts (or dashboard stock alerts).
  2. Review products below their Stock Alert threshold (set on each product).
  3. Note warehouse and quantities needed.
More detail → Reports
Phase 2 · Replenish stock (choose one path)

Path A — Order from supplier (most common)

  1. Purchases → Add Purchase. Select supplier and warehouse.
  2. Add low-stock products with order quantities. Status: Received.
  3. Submit.

Path B — Transfer from another warehouse

  1. Stock Transfers → Create Transfer.
  2. From warehouse with surplus → To warehouse needing stock.
  3. Add products and quantities. Complete transfer.
Procurement guide → · Transfers →
Phase 3 · Verify
  1. Re-run Quantity Alerts — product should no longer appear.
  2. Check Stock Report for updated quantities.
TipSet Stock Alert on each product during catalog setup so alerts trigger automatically.