Low Stock Alerts

1. Set Safety Stock Levels

   Section titled “Set Safety Stock Levels”

   In BoxHero, "Safety Stock" is the minimum quantity of an item you want to keep on hand to avoid stockouts. Set it to start monitoring your inventory levels.

   • Go to Other Features > Low Stock Alerts.
   • Select a location from the dropdown:
     • All Locations: sums inventory across all sites
     • Specific Location: tracks a single site's levels (e.g. Warehouse, Main Office)

   

   • Click Safety Stock Settings.
   • Enter a safety stock level for each item in the Safety Stock column, then click Save.

   

   • To set safety stock for many items at once, use Import from Excel from the dropdown next to Safety Stock Settings.
   • To download your current levels, click ... (more)> Export to Excel.

   

2. Manage Alert Settings

   Section titled “Manage Alert Settings”

   Decide who should receive alerts, and how each person is notified.

   • Click Alert Settings.
   • Use the search bar to add team members who should be notified.
   • For each recipient, set alert times and a delivery method: Push, Email, or both.
   • Click Save.

   

3. Monitor Low Stock Items

   Section titled “Monitor Low Stock Items”

   Back on the Low Stock Alerts screen, items that need attention are grouped by status so you can see what's urgent at a glance.

   • Low Stock — on hand is at or below the safety stock level.
   • Running Low — on hand is close to the safety stock level.
   • Overstock — on hand is well above the safety stock level.

   

   Each item shows the following:

   • Safety Stock — the minimum quantity you want to keep on hand.
   • On Hand — the quantity you currently have in stock.
   • Shortage or Buffer — how far below or above your safety stock level you are.

Low Stock Alerts works the same way in the mobile app, with a few differences.

1. Tap + Set Safety Stock.
2. Tap an item and enter its level on the number pad.
3. Tap Apply.

1. Tap ⚙️ (settings).
2. Tap +Add Recipient to choose who's notified.
3. Open a recipient to set their Alert Times and Delivery Methods.

Have questions on Low Stock Alerts? Check out our FAQ.