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Inventory Alerts are notifications sent when Inventory-tracked Parts dip below the Reorder Point you have set. In addition to being displayed on-screen in Fleetio, you can set up email notifications for Inventory Alerts to be sent to specific Users. These notifications help ensure you have the Parts you need in stock and on hand when completing services and repairs.
TIP: Learn more about Inventory-tracked Parts and Reorder Points in Inventory Overview.
NOTE: If your users utilize Fleetio Go in Spanish, Notifications will not be translated and will appear in English. Learn more in Fleetio Go in Spanish for Administrators.
Enabling Inventory Alerts
PERMISSIONS: Account Owners and Administrators with permission to Manage Users and Roles can manage others' User Notification Settings.
Inventory Alerts are set on a per-User basis via their Notification Settings.
- Click Contacts in the Sidebar Navigation.
- Find the desired User, click the More Actions Button at the end of their row, and select Notification Settings.
- On the Edit Notifications Settings screen, scroll down to the What You Get Notified About section.
- Click on Parts under Record Types.
- Check the Inventory Alerts checkbox under the Email header.
TIP: Learn more about Notification Settings in the User Notification Settings article.
Email Notification Examples
Enabling Inventory alerts notifications will send two different email reminders:
- Reorder Point Alert - A real-time notification when a Part has hit its Reorder Point
- Daily Summary - A daily breakdown of Parts that are low-stock (at or below Reorder Point) or are out-of-stock
Reorder Point Alert:
Daily Summary:
