Keeping track of your stock is essential to avoid running out of products and missing sales opportunities. Ordoro’s Product Filters make it easy to find and export low inventory items, so you can reorder them quickly and stay organized. This guide will show you how to use filters to narrow your search and set up automated reports to save time.
Topics
- Filters to narrow down your Low Inventory products
- How to set up and schedule the Low Inventory Report
Filters to narrow down your Low Inventory products
Ordoro’s product filters are simple tools to help you focus on the products that need your attention. Here’s how each filter works:
Status Filters
1. Low Inventory: Be sure to select this option first. This is the most important filter. It shows products where the Physical On Hand quantity is equal to or less than the Low Stock Threshold set for the warehouse. Learn more about the Low Inventory filter.
2. Not Kits: Use the reverse filter to filter out kit products. Most users reorder only the component parts of kits, although this may not apply to everyone.
2. Not Dropship: Use the reverse filter to filter out dropshipped products. This is best if all dropship products are exclusively dropshipped. If some dropshipped items are also fulfilled in-house, you may want to skip this filter.
3. Not Reordered: Use the reverse filter to filter products already reordered on purchase orders. This helps you focus only on items still needing reordering.
Supplier Filters
Filter by suppliers to create reports for specific vendors. This can help you organize and manage reordering more easily.
Warehouse Filters
Filter by warehouse to find products that need restocking in specific locations. This helps you reorder based on the needs of each warehouse.
Tag Filters
Product Tags can help you include or exclude specific groups of products. For example, you can use tags to highlight reorderable products or remove unfulfillable items from your report.
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.
- Set Low Stock Thresholds:
- Before starting, ensure you’ve set Low Stock Thresholds for your products. This allows the filters to show the right data. Learn how to set thresholds.
- Consider using the Low Inventory Email Report instead if you want supplier information included. Learn more here.
- Apply Filters:
- Go to the Products tab in Ordoro. Then select Filters.
- Select Low Inventory and add other filters (like tags or warehouses).
- Save the filter settings by clicking Apply.
- Export SKU Inventory:
- Click Other Actions > Export SKU Inventory.
- Confirm that the Product and Inventory Information option is selected.
- Double-check your filters to make sure the report includes the right data.
- Create or Schedule the Report:
- To get the report right away, click Export. You can find it in the Report Activity Log.
- To schedule the report, click Schedule.
- If you Schedule the report, Enter a Name, Email, Email Subject Line, and Frequency for the report. Click Save. Click here to learn about scheduling reports.
