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Setting an alert for low inventory

To set an alert for low inventory:

Go to Company Menu > Miscellaneous > Alerts.
Select the Add New button.
In the Name field, provide a unique title for your alert.
In the Alert Type field, select Low Inventory.
1. In the Location field, select the location for which the low inventory alert pertains (if applicable).
2. In the Category field, select the category to which the low inventory alert pertains (if applicable).
3. In the Calculation field, indicate whether the alert should be based on inventory that is in stock or that which is available for sale.
4. In the Item Name Contains field, enter all or part of the name of the item. If this field is left blank, SOS will issue an alert on all inventory items and assemblies.
In the Alert Method field, select whether the alert should be sent via a notification in SOS Inventory, email, or text message.
1. If Notify a user is selected, in the User field choose the person to whom the notification should be sent.
2. If Send an email is selected, type the address in the Email Address field.
3. If Send a text is selected, choose the phone provider from the Carrier drop-down list and enter the phone number in the Number field.
Check the Enabled box to receive the alerts.
In the Repeat Alert field, select the period frequency with which you want the alert to repeat after the initial notification.
In the Interval field, select the period frequency with which you would like SOS to check for the condition.
Save the alert.

If you want to test the alert you just created, locate the alert on the Alerts list and then select Test Now on the Actions Menu.

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