Low Stock Report

The Low Stock report lists Product IDs with a current in-stock quantity that is less than or equal to their minimum quantity. The report shows each Product ID's re-order quantity to identify the quantity of the product you need to re-order. The report lets you narrow results by Product Name or Product ID, and results are sorted in ascending order by in-stock quantity. See below to run the report and view report results. You can also export the report and print it.

Running the Low Stock Report

To run the Low Stock report:

  1. On the PAYD Administration main screen, click Reports.

  2. On the Reports menu, click Inventory.

  3. On the Inventory menu, click Low Stock.

Results appear in the Low Stock Report results screen.

NOTE: Report results are always as of the current date and time so you do not need to specify a time period.

 

To narrow search results by product or product variation:

  1. Click the Show Options button on the top of the screen.

  2. In the Product Search textbox, enter Product Name (partial match, min. 2 characters) or Product ID (exact match).

  3. Click the View button.

 

To expand search results by showing Inactive Products:

  1. Click the Show Options button on the top of the screen.

  2. Place a checkmark in the Include Inactive Products checkbox.

  3. Click the View button.

 

To narrow results by store (multi-store environment only):

  1. Click the Stores button.

  2. On the Select Store(s) popup, select the checkboxes for the stores you want to include in the report and then click OK (all your stores are selected by default).

  3. Click the View button.

 

To print report results:

 

To export the report:

 

Viewing Low Stock Report Results

Report results list matching Product IDs as follows, sorted in ascending order by In-Stock quantity:

NOTE: PAYD Pro Plus also provides a low stock email notification option. For details, see Configuring Other Merchant Settings.

 

To change a report's sort order:

 

To page through report results:

The navigation bar appears at the bottom of each reports screen. Use the bar to navigate through the various pages of report results.

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