How to Set Par Levels in the Console

Owned by Brendan Sweeney
Last updated: Jul 13, 2023
3 min read

NEW FEATURE!! You may now filter your catalog items by whether they are “In Stock”, “Low Stock”, or “Backorder” which helps you keep track of which items are low according to your set par levels.

NEW FEATURE!! As of the February 2023 release, you can now see an items par level status via a progress bar in the Inventory → Catalog Items page (See below).

 

Managing your stock levels is a critical part of meeting customer demand, so we’re building tools to help you! You can now set par levels at the catalog level for your Organization so you will receive notifications when you’re running below your par levels. See how below:

First, Set the Par Levels in the Catalog:

  1. Log into the Console as an Admin User

  2. Navigate to Inventory → Products and select the “Catalog” filter.

  3. Search for the catalog number you want to set a par level for and click into its detail page.

  4. Scroll down and enter the par level.

  5. Click Save.

Next, You’ll receive a notification when inventory goes below par:

Additionally, the items will show a “Low Stock” flag when inventory levels reach 20% of the set par level. When items have a stock level of 0, a Backorder Flag will be added.

You can also run the Par Level Report to see where all of your par levels are at:

Note: Currently you may have to access the old reporting screen to access the Par Level Report.

 

  1. Log into the Console as an Admin User

  2. Navigate to the reporting section of the Console.

  3. Scroll down to the Par Level Report

  4. Select whether you’d like the report run for Par Level by Item or Par Level by Facility.

  5. If you’d like select certain item numbers or facilities to designate what will be in your report. You can, however, leave this blank and pull a full par level report for all items or all facilities.

  6. Hit Run and when the button turns purple, hit Download to download the .csv.