Inventory Tracking & Reorder Report

Track the quantity on hand (QoH) of your inventory items. Generate a reorder report that displays items you’re running low on, so you can efficiently reorder from your suppliers.

Setting Order Trigger and Recommended Order

Set an Order Trigger and Recommended Order value to help determine when you’re running low.

Order Trigger

The low-quantity alert. When an item’s QoH reaches this number, it will appear in the Reorder Report.

Recommended Order

This number serves as a reminder in the Reorder Report of how many units should be on hand at full stock.

1 From the BackOffice, choose Items, then Item List.

2 Select an existing item to edit, or add a new item.

BackOffice-Item-List-Nav

3 Click the Additional Details tab.

BackOffice-Additional-Details-Tab

4 Enter a value for Order Trigger and Recommended Order.

5 Click OK to save your changes.

BackOffice-Rec-Order-Trigger

Quantity on Hand History

You can see when any item was sold, returned, received, or adjusted within ShopKeep by viewing the QoH History for that item (if Inventory Method for the item is set to ‘tracked’).

1 From the BackOffice, choose Items > Item List.

2 Choose any item from the list.

BackOffice-Item-List-Nav

3 Click the QoH History link.

BackOffice-QoH-History-Button

4 Select a week-range to view from the pulldown.

Your item’s history of additions or removals will be generated for that specific range.

backoffice-oasis-items-qohhistory

Generating a Reorder Report

The Inventory Reorder Report is populated by items with a Quantity on Hand that is less than or equal to their Order Trigger. Use this report to know which items to reorder from your suppliers.

BackOffice-Analytics-Nav

1 Choose Analytics from the sidebar.

BackOffice-Reorder-Report-Nav

2 Under Inventory, click Reorder Report.

Below is a sample Reorder Report. Toggle between Stock Items and Raw Goods to see what needs to be ordered. Sort in ascending or descending order by clicking one of the column headers.

backoffice-oasis-analytics-reorder2

Download a spreadsheet copy to your computer. Viewable in any spreadsheet software.

ShopKeep-Inventory-Reporder-report-Download-750x49