Buffer Inventory, also known as Safety Stocks, is a backup in case of an emergency from out of stock or an unexpected surge in demand.
Threshold Inventory is the minimum count of an item you keep on hand. When inventory falls down below the threshold quantity, you must Re-Order stock.

You could manage the Minimum and Maximum Inventories of every product with Buffer and Threshold features. You also can use these features to avoid running out of stock by reminding you to Re-Stock when inventories are below the minimum.

The following are the advantages of using buffer and Threshold inventory:

  1. Helps protect against excessive supply and demand fluctuations

  2. Reduces the possibility of lost revenue because the company has stock to accept new orders

  3. Reduce the risk of losing customers

I. Setting up Buffer and Threshold Inventory Via User Interface

Step 1. Go to Products Menu - Select a Variant

Choose a Variant

Step 2. Select Edit in Variant Detail

Edit Variant

Step 3. On Variant Editor - Inventory - Change the Buffer & Threshold Stock for each Outlet

Input Buffer Stocks, and Threshold Stocks.

input buffer and threshold in variant

II. Bulk Operation Via Import Csv Function

If the product you want to set the Buffer and Threshold is in large quantities, we recommend you to use the Export and Import CSV file format in the following way:

Step 1. Export the Product Data

export with buffer and threshold inventory

Step 2. Open the Exported File - Change the Buffer and Threshold Outlets in the CSV files. Save after Finished

Change Buffer and Threshold Inventory

Step 3. Import back the file to the Products Menu. Activate the Inventory Update to update Buffer & Threshold Inventories

Import or Upload CSV Buffer Threshold

(Note: To show the Inventory Update function you need to click on More Option)

III. How To See Report Buffer and Threshold Inventory

Go to Inventory Menu - Select Tab "Low"

In this report you will see which products are already below the limit of the buffer, so you can quickly order from suppliers

Buffer and Threshold Data

IV. How To See Report Buffer and Threshold Inventory on Dashboard Menu

On Dashboard menu, Show More Retail Metrics > Active "Inventory Pane Visible" > Update Dashboard

Dashboard Metrics

It shows Inventory "Products to Re-Order"

Products to Reorder


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