All Collections
Pickleball Facility Setup
Module 5: Pro Shop Setup
Create a Reorder Stock Report
Create a Reorder Stock Report

Module 5 (14/15)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create a table that shows products with low inventory.

    Use Cases: System users can track stock quantities and make sure inventory does not run out. This is a useful stock management tool to ensure the shelves are full before a major event starts.

Module 5 is an fifteen-part quick-start guide highlighting the key steps admins should complete when setting up their Point of Sale. This article is Part 14.

  1. Part 1: Set Up Pickleball POS

  2. Part 2: Create Pickleball Item Categories

  3. Part 3: Create Revenue Categories

  4. Part 4: Create Pickleball Manufacturers

  5. Part 5: Create Pickleball Items

  6. Part 6: Create Item Variants

  7. Part 7: Create Pickleball Taxes

  8. Part 8: Launch the POS

  9. Part 9: Discount Items in the Shopping Cart

  10. Part 10: Manage POS Permissions

  11. Part 11: Create an Item Sales Report

  12. Part 12: Create a Category Sales Report

  13. Part 13: Create an Inventory Valuation Report

  14. Part 14: Create a Reorder Stock Report

  15. Part 15: Create a Sales Report


SETUP REQUIREMENTS

Go to the side menu and click POINT OF SALE > REPORTS > REORDER STOCK. On the next page, set the report filters.

  1. Use the default ALL setting for Item Categories or use the drop-down menus to use one or more specific categories for this report.

  2. Set the Quantity condition (e.g. less than) and the target value.

  3. Click Run Report.

CourtReserve displays the data in a table. Click the Export button to download table data in an .xlsx file.

To see a detailed report of inventory movement, click the number link in the Current Quantity column. Use the date fields to set a time period. The Stock Adjustments table shows inventory changes during that period.


​

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 5's video that covers the information in this article.

Watch the entire Module 5 video to learn about Pro Shop and Point of Sale management.

What's next?

  1. Read Module 5, Part 15: Create a Sales Report

  2. Read Module 5, Part 1: Set Up Pickleball POS

  3. Read Module 5, Part 2: Create Pickleball Item Categories

  4. Read Module 5, Part 3: Create Revenue Categories

  5. Read Module 5, Part 4: Create Pickleball Manufacturers

  6. Read Module 5, Part 5: Create Pickleball Items

  7. Read Module 5, Part 6: Create Item Variants

  8. Read Module 5, Part 7: Create Pickleball Taxes

  9. Read Module 5, Part 8: Launch the POS

  10. Read Module 5, Part 9: Discount Items in the Shopping Cart

  11. Read Module 5, Part 10: Manage POS Permissions

  12. Read Module 5, Part 11: Create an Item Sales Report

  13. Read Module 5, Part 12: Create a Category Sales Report

  14. Read Module 5, Part 13: Create an Inventory Valuation Report

Did this answer your question?