Defining Inventory Thresholds

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For purchase products with a long lead time for delivery, you may want to define an inventory threshold. JobTracker warns you whenever inventory falls below the number you specified for a product so you can order more. You can set up simple inventory thresholds using on-hand inventory only, or you can set up more sophisticated thresholds that account for soon-to-be-received and soon-to-be-used inventory.

  1. Go to Inventory > View Inventory.
  2. Click on the desired product variant and select New Inventory Threshold... to display the Create New Inventory Threshold dialog box shown below.
  3. The product variant is shown near the top of the dialog box and there are 3 values to fill in.
    • To base your threshold strictly on the inventory you have in stock. Enter zeros in the first two boxes and enter the minimum number you want to have on hand before being warned in the "Warn if total" box.
    • To take into account the items you have on order or already allocated enter the number of days out you want to include for items on order and items that will be consumed in the appropriate boxes. In the "Warn if total" box enter the minimum number you want to have on hand before being warned.
  4. To modify or delete a threshold, click on the formula displayed in the Threshold column on the Inventory page.
    NOTE: If you don't see the threshold column, click on , then to select it.
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