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Creating Stock Alert Reports

Hunter Eye avatar
Written by Hunter Eye
Updated over a month ago

It is recommended to create a report per Inventory Location. An inventory location is a logical grouping where you maintain stock, and thus by building the report this way you will be able to rapidly see what you need to re-order for any given location across all your bins.

Steps

  1. Navigate to Reports->Analyze Parts
    ​NOTE: You must have the View Inventory Reports permission to see Inventory Reports.

  2. Select the Part columns you want to see, add the inventory location's min and max columns for the inventory location for which you want to build the report. In this example, the inventory location is "FSP Hangar 1"

  3. Join to the Stock Records analysis grid and include any stock record data you wish to see as well. At a minimum, include the Part Number, Quantity, Condition, and Inventory Location fields from Stock Records.

  4. On the Formula tab, two formulas need to be created. The first will be a running SUM. You should rename the field to match your inventory location name.

  5. The second will be an Alert field using the CASE function. You will need to incorporate the name of the SUM you created from the previous step. In addition, feel free to modify the alert text to whatever strings you like.

    case 
    when[Formula Columns.FSP Hangar 1 Sum] = 0
    then 'No Stock'
    else
    case when[Formula Columns.FSP Hangar 1 Sum] < [Parts.FSP Hangar 1 Min Qty]
    then 'Low Stock'
    else
    'Okay'
    end
    end

  6. Finally, add a Filter to only show the parts for the given inventory location, and make sure to only include stock records for Airworthy parts. If you modified the default conditions, you will need to include those here.
    ​

Report

If you followed the steps above you will now have a report that you can save and share that will look like the following. You can then repeat these steps for each additional inventory location.

This report can be further customized for readability if desired. Below, unnecessary columns were hidden.

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