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Stock Lists

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Stock Lists

Stock lists define recurring product requirements for locations, enabling automated replenishment.

Creating a Stock List

  1. Navigate to Run → Stock Lists
  2. Click Create Stock List
  3. Configure:
    • Name: Descriptive name for the stock list
    • Location: Target location
    • Schedule: Recurrence schedule (daily, weekly, monthly)
    • Items: Products and target quantities

Stock List Items

Add products to the stock list:

For each product:

  • Product: Select product
  • Target Quantity: Desired quantity at location
  • Min Quantity: Minimum before replenishment
  • Max Quantity: Maximum to order
  • Reorder Point: When to trigger replenishment

Stock List Rules

Configure rules for automatic replenishment:

  • Auto-Pull: Automatically create pull requests when below reorder point
  • Approval Required: Require approval before creating pull requests
  • Supplier: Default supplier for items
  • Lead Time: Expected lead time for replenishment

Publishing Stock Lists

  1. Review stock list configuration
  2. Click Publish
  3. Stock list becomes active and will:
    • Generate pull requests based on schedule
    • Monitor inventory levels
    • Trigger alerts when below reorder point

Managing Stock Lists

  • Clone: Create a copy of an existing stock list
  • Archive: Archive inactive stock lists
  • Unpublish: Stop automatic replenishment
  • Schedule: Modify recurrence schedule
  • Items: Add, remove, or update items

Permissions & Roles

Creating and managing stock lists requires inventory management permissions. Publishing stock lists may require tenant admin approval. Contact your organization administrator for details.