You can use Ordoro’s Product Filters to help view and export a Low Inventory products to help you view and reorder your products with precision.
Topics
- Filters to narrow down you Low Inventory products
- How to set up and schedule the Low Inventory Report
Filters to narrow down you Low Inventory products
You can use the Ordoro’s product filters to help you better review your Low Inventory products. See how each of these filters can help below:
Status Filters
1. Low Inventory: Be sure to select this option first. This filter will limit results to products in which the Physical On Hand quantity is equal to, or less than the Low Stock Theshold in that warehouse. Click here for more details on the Low Inventory Filter.
2. Not Kits: Utilizing the reverse filter, you can filter out your Kit products. Typically, you’ll re-order only your component products from your suppliers, although this may not apply to all users.
2. Not Dropship: Utilizing the reverse filter, you can filter out your dropshipped products. This is only effective if all your dropship products are exclusively dropshipped. If you sometimes fulfill products that you dropship, you’ll want to skip this filter.
3. Not Reordered: Utilizing the reverse filter, you can filter your products that are already reordered on POs. This makes it easier to see the products that still need reorder.
Supplier Filters
Use the Suppliers filters to help you export the products you need to reorder per supplier. You can create a separate report with the products from each Supplier to help you manage your re-ordering in Ordoro.
Warehouses Filters
Use the Warehouses filters to help you export products that have hit their low stock threshold per selected warehouse. You can create a separate low inventory for each warehouse to help you reorder to each.
Tag Filters
You can use Product Tags to help you filter out, or filter to the products you need reordered. Product tags are entirely customizable and can be added to any product in Ordoro. They can be utilized to be include products with the tag (See the Re-Orderable Product tag in the image above) or exclude products with the tag (See the Unfulfillable Product tag above).
How to set up and schedule the Report
You’ll use Ordoro Product Export to export your Low Inventory products. Click here for more detailed instructions on how to use the Product Export.
- If you have not set your Low Stock Thresholds for your products, you’ll need to do this first for this report to be helpful to track your low inventory products. Click here for details.
- This export will not give you supplier information, so you may want to consider the low inventory email report if you want both inventory and supplier information. Click here for details.
To set up and schedule a Low Inventory Product report follow the steps below:
1. Go to the Products tab in Ordoro. Then select Filters.
2. From the Filters Menu, select the checkmark next to Low Inventory. Then select any other filters you’d like to apply to this report to help you manage your Low Inventory products. Then click Save.
3. Your filters will be saved in the OmniBar. Review to make sure the your filters are showing only products you would want shown in the report. Update your filters as needed. Then select Other Actions and then Export SKU Inventory.
4. In the Export Products Modal, confirm that the Product and Inventory Information option is selected. Confirm you Product Filters are set up as you wish.
- If you want to generate an immediate report, select Export. You can retrieve that report from the Report Activity Log (click here).
- If you want to Schedule that report, Select Schedule.
5. If you Schedule the report, Enter a Name, Email, and Frequency for the report. The select Save. This report will be saved, and will be emailed at the frequency you’ve chosen. Click here for more details on Scheduling reports in Ordoro.
