Skip to main content

Per Warehouse Controls

Set up high and low stock alerts for products per warehouse, helping you to reorder stock efficiently and effectively.

Written by Heather Worthington

The Per Warehouse Control function can be found under Settings> Company> Configuration.

Per Warehouse Controls enabled

If the Per Warehouse Controls is switched ON, you can:

  • Set up minimum and maximum stock levels for your products per warehouse. These levels then trigger alerts shown on the dashboard and the Reorder Report to identify high (over max) or low (under min) stock levels.

  • You can set a single bin location per warehouse to help you locate the stock within each warehouse.

To set min and max stock levels and a bin location per warehouse you can either:

  • Update the Inventory tab in each product's record.

  • Use the Import Inventory Details template to update multiple products in bulk.

Bin Locations

Only one bin location field is available per product per warehouse when Per Warehouse Controls are enabled. You are able to list multiple locations within one bin location field; however, there is no way to separate stock quantities further than the warehouse.

The Bin Location detail is not available on the Reorder Report, but it is available to include in:

  • Doc Designer templates

  • View Products

  • Stock on Hand Enquiry

Per Warehouse Controls disabled

If you decide to have Per Warehouse Controls switched OFF, Global Warehouse Controls will be on, which means:

  • You are able to store a product in more than one warehouses within your account.

  • You are able to manage stock on hand quantities within each warehouse.

  • You will not be able to set min and max stock levels or bin locations on a per warehouse basis for a particular product.

  • You can set your minimum and maximum stock levels per product across all warehouses collectively (globally).

To set a min and max stock level per product, to apply across all warehouses globally, you can either:

  • Update the Inventory tab in each product's record.

  • Use the Import Products template to update multiple products in bulk.

Although you are able to enable/disable the Per Warehouse Control function any time, changing the setting has some major impacts:

  • Stock alerts found on the dashboard and reorder report are calculated based upon this selection the Per Warehouse Control setting.

  • Bin locations will be wiped from all products when Per Warehouse Controls are disabled.

Reordering when stock is low

When you've set min and max stock levels per product, you can use the Reorder Report to identify which products are running low and need to be ordered, assembled or transferred from another warehouse.

To do so, simply go to Reports > Purchases > Reorder Report, filter the Stock Level to 'Under Min' and select Run. The report will then display the products that have stock availability below their advised min stock level, and it'll suggest how much stock should be purchased to replenish what's available. You can export the report to a CSV file for further analysis.

Get notified about stock levels

Dashboard alerts

When the Per Warehouse Control is enabled and you've set min and max stock levels, the Dashboard page will display an alert to highlight how many products are running high or low in stock. To view Low Stock Alerts, scroll to the bottom of the Dashboard and click the 'Show' tile.

When the Per Warehouse Control is disabled and Global Warehouse controls are used instead, the dashboard alerts are calculated at a global warehouse level, e.g., across 3 warehouses, you have low stock = 1 alert. This ensures that alerts are aggregated across all warehouses for a comprehensive view.

Email notifications

Unleashed allows you to receive low-stock alerts via email:

  1. Go to Business Intelligence > Targets & Tracking > Notifications.

  2. Create a new notification and configure the following:

    • Name: A label for your reference (e.g., "Low Stock Alert").

    • Frequency: Choose how often emails are sent (daily, weekly, etc.).

    • Time: Set the delivery time for the email.

    • Recipients: Add email addresses to receive the alert.

    • Content: Select "Low Stock Alerts."

  3. Save the notification. Emails will be sent at the scheduled time, listing products that are in low stock.

To access low-stock notifications, ensure the following permissions are enabled under Settings > Role Permissions:

  • BI Vision Targets and Tracking Notifications: For email alerts.

  • Dashboard: For in-app alerts

  • Reorder Report: For purchasing insights.

Related Articles
Did this answer your question?