How to Set Minimum and Maximum Inventory Levels

Overview

Minimum and maximum levels help you keep the right amount of stock — enough to avoid running out, but not so much that cash is tied up. Items outside their limits are flagged for action.

Steps

1. Go to Inventory > Settings > Minimum, maximum inventory.
2. Set the minimum and maximum quantity for the relevant items and warehouses.
3. When stock falls below the minimum or rises above the maximum, the item is highlighted.
4. Use these flags to trigger reordering or to review overstock.

Tips

• Base minimums on how quickly an item sells plus its supplier lead time.