Inventory Threshold Notification

Overview

This notification type can be used for sending email alerts whenever a quantity, weight, etc, of an inventory, falls below a defined limit.

Setting up the notification

To set it up, go to the Manage Inventory table > Options > Notifications.

On the Notifications page, under the Actions menu, choose Email Notifications, then For Inventories.

In the popup modal, choose the Threshold option, then click the Continue button.

On the next page, choose who should receive the email notifications.

• You can choose your team members.
• You can enter the email addresses, under the “The following email addresses” section, if the recipients are the same for all the inventories.
• If the recipients are different for specific inventories, then you need to have their emails recorded on the inventory’s record. To do so, you need a Data Capture field with the Answer Type set to either “Email”, “Select” or “Hidden”. For “Select” or “Hidden” Answer Types, specify the email address in the Options section of the Data Capture settings. “Hidden” Answer Type, can only have one email address, whereas “Select” can have multiple emails defined, but only one will be chosen when filling out the forms.

Choose the data capture field where the quantity limits are recorded.

Choose the condition that should trigger the alert. For example, when the quantity is less than the threshold.

• Less Than condition means – a notification will be sent each time the Quantity is less than the Threshold.
• Less Than Once condition means – a notification will be sent, only once time, when the Quantity is less than the Threshold.
• Equal To condition means – a notification will be sent each time the Quantity is equal to the Threshold.

Choose the data capture field where the current quantity levels are recorded.

Compose the message. Use the placeholders if necessary.

If the recipients of the emails are also users of the app, you can have the app create to-do tasks automatically whenever the emails are issued.

Modifying the notification

From the Notifications page, go to the Notifications table.

Find the notification you want to modify.

Under the Actions column, go to Edit.

To pause the notification, change its status to Inactive.

Push Notifications

If you have enabled Push Notifications, you can receive alerts on the desktop or mobile devices simply by setting up a conditional alert that compares, for example, a Quantity field and a Re-order field.

Webhooks

If you have set up webhooks, just like with Push notifications, you can be notified when one field you are comparing is less than another.

As with this notification type, the data is sent to your server, you can then have the server do other things such as notify other platforms, place orders, etc.