Export recommended min/max stock levels based on quantity sold in time period
This template fetches the sales data for the specified time period and automatically exports the min/max stock levels based on the quantity sold. Ideally mirrored with your flow that makes the min/max updates as a way to review the recommended updates before the min/max values are updated.
Run automatically or manually
You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it. We recommend running it weekly/monthly and having it look at the previous month of data.
Fetch the sales quantities
The flow will use the sales by product report to work out the quantity sold in the selected time period.
Target the products that match your filters
You can specify the location and time range as well as if the sold quantity is above a certain level, products are from particular categories, brands or suppliers and much more.
Export the min/max stock levels
Set the min level to the quantity sold, and the max level to 25% above the quantity sold (change these as needed). Add as many actions as you like and you can even chain together actions for the same field, for example add 10 and then add 10%.
See the customisations section later on this page for a full list of available actions.
Customisation
Learn more
Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.
Scheduler
Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.
Manual Run
Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.
Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.
Brand
Brand Description
Brand Id
Brand Name
Category
Category Button Colour
Category Description
Category Id
Category Is Wet
Category Name
Category Nominal Code
Category Parent
Category Reporting Category
Category Show On Till
Category Sort Position
Container Fee Amount
Container Fee Bottle Deposit Item I D
Container Fee Name
D S R Discount
D S R Margin
D S R Margin Percentage
D S R Measured Quantity Sold
D S R Number of Times Purchased
D S R Product Barcode
D S R Product Brand Name
D S R Product Description
D S R Product I D
D S R Product Name
D S R Product Order Code
D S R Product Size
D S R Product Sku
D S R Quantity Measurement Unit
D S R Quantity Measurement Unit in Lowest Unit
D S R Quantity Sold
D S R Quantity in Lowest Unit
D S R Reference Code
D S R Total Cost
D S R Value
D S R Value Exc V A T
D S R Value Inc V A T
Daily Sales Report From Date ( Filter)
Daily Sales Report Location ( Filter)
Daily Sales Report To Date ( Filter)
Measurement Scheme
Measurement Scheme
Multiple Choice Notes Id
Multiple Choice Notes Name
Popup Note Display Once Per Transaction
Popup Note Id
Popup Note Name
Popup Note Note
Product
Product
Product Age Restriction
Product Article Code
Product Article Code
Product Barcode
Product Barcode
Product Brand
Product Brand
Product Brand Name
Product Button Colour
Product Button Colour Id
Product Button Colour Name
Product Category
Product Category
Product Category Name
Product Colour
Product Colour
Product Colour Name
Product Container Fee Id
Product Container Fee Id
Product Container Fee Name
Product Container Fee Value
Product Cost Price
Product Cost Price Ex Tax
Product Cost Price Inc Tax
Product Cost Price Measurement Scheme Item I D
Product Cost Price Measurement Unit Volume
Product Cost Price Tax Group
Product Cost Price Tax Group Id
Product Cost Price Tax Group Name
Product Customer Product Pricing Customer Type I D
Product Customer Product Pricing Customer Type Name
Product Customer Product Pricing Eat Out Price
Product Customer Product Pricing Price I D
Product Customer Product Pricing Product I D
Product Customer Product Pricing Sale Price
Product Description
Product Description
Product Detailed Description
Product Eat Out Price
Product Eat Out Price Ex Tax
Product Eat Out Price Inc Tax
Product Eat Out Price Tax Group
Product Eat Out Price Tax Group Id
Product Eat Out Price Tax Group Name
Product Exclude From Loyalty Points Gain
Product Exclude From Loyalty Points Gain
Product Id
Product Id
Product Image Id
Product Image Main Image
Product Image Product Id
Product Image U R L
Product Is Archived
Product Is Cost Price Inc Tax
Product Is Cost Price Inc Tax
Product Is Eat Out Price Inc Tax
Product Is Eat Out Price Inc Tax
Product Is Multiple Choice Product Optional
Product Is Sale Price Inc Tax
Product Is Sale Price Inc Tax
Product Is Tax Exemptable
Product Is Variable Price
Product Is Variable Price
Product Location Area Price
Product Location Area Price Cost Price Exc Tax
Product Location Area Price Eat Out Price
Product Location Area Price Sale Price
Product Margin
Product Measurement Details Cost Price Measurement Scheme Item Id
Product Measurement Details Cost Price Measurement Unit Volume
Product Measurement Details Sale Price Measurement Scheme Item Id
Product Measurement Details Sale Price Measurement Unit Volume
Product Measurement Scheme Item I D
Product Measurement Unit Volume
Product Multi Choice Note Name
Product Multiple Choice Note
Product Multiple Choice Note
Product Name
Product Name
Product Order Code
Product Order Code
Product Order Quantity Limit
Product Popup Note
Product Popup Note
Product Popup Note Short Description
Product Product Type
Product Product Type
Product R R Price
Product Reference Code
Product Rr Price
Product Sale Price
Product Sale Price Ex Tax
Product Sale Price Inc Tax
Product Sale Price Tax Group I D
Product Sale Price Tax Group Id
Product Sale Price Tax Group Name
Product Scannable Only
Product Sell On Till
Product Sell On Till
Product Sell On Web
Product Sell On Web
Product Size
Product Sku
Product Sku
Product Sort Position
Product Supplier
Product Supplier
Product Supplier Name
Product Tare Weight
Product Tare Weight
Product Tax Exempt Eligible
Product Till Order
Product Type Name
Product Type Value
Product Unit Of Sale
Product Unit Of Sale
Product User Defined Field Id
Product User Defined Field Name
Product User Defined Field Value
Product Variant Description
Product Variant Group Id
Product Variant Id
Product Variant Item Id
Product Volume Of Sale
Product Volume Of Sale
Supplier
Supplier
Supplier Address Line1
Supplier Address Line1
Supplier Address Line2
Supplier Address Line2
Supplier Contact Number
Supplier Contact Number
Supplier Contact Number2
Supplier Contact Number2
Supplier Country
Supplier Country
Supplier Description
Supplier Description
Supplier Email Address
Supplier Email Address
Supplier Id
Supplier Id
Supplier Name
Supplier Name
Supplier Post Code
Supplier Post Code
Supplier Town
Supplier Town
Supplier Type
Supplier Type
Tag Id
Tag Name
Tag Type Id
Tax Group Id
Tax Group Id
Tax Group Id
Tax Group Name
Tax Group Name
Tax Group Name
Unit of Sale Name
Unit of Sale Value
You can choose which columns you would like to be in the export.
You can change the column title to whatever you like and set the column order to match your export requirements.
For example, you can set the column title to “Customer Balance” and also apply transformations such as add 10%.
Brand Description
Brand Id
Brand Name
Category Button Colour
Category Description
Category Id
Category Is Wet
Category Name
Category Nominal Code
Category Parent
Category Reporting Category
Category Show On Till
Category Sort Position
Container Fee Amount
Container Fee Bottle Deposit Item I D
Container Fee Name
D S R Discount
D S R Margin
D S R Margin Percentage
D S R Measured Quantity Sold
D S R Number of Times Purchased
D S R Product Barcode
D S R Product Brand Name
D S R Product Description
D S R Product I D
D S R Product Name
D S R Product Order Code
D S R Product Size
D S R Product Sku
D S R Quantity Measurement Unit
D S R Quantity Measurement Unit in Lowest Unit
D S R Quantity Sold
D S R Quantity in Lowest Unit
D S R Reference Code
D S R Total Cost
D S R Value
D S R Value Exc V A T
D S R Value Inc V A T
Measurement Scheme
Measurement Scheme
Multiple Choice Notes Id
Multiple Choice Notes Name
Popup Note Display Once Per Transaction
Popup Note Id
Popup Note Name
Popup Note Note
Product Age Restriction
Product Article Code
Product Article Code
Product Barcode
Product Barcode
Product Brand
Product Brand
Product Brand Name
Product Button Colour
Product Button Colour Id
Product Button Colour Name
Product Category
Product Category
Product Category Name
Product Colour
Product Colour
Product Colour Name
Product Container Fee Id
Product Container Fee Id
Product Container Fee Name
Product Container Fee Value
Product Cost Price
Product Cost Price Ex Tax
Product Cost Price Inc Tax
Product Cost Price Measurement Scheme Item I D
Product Cost Price Measurement Unit Volume
Product Cost Price Tax Group
Product Cost Price Tax Group Id
Product Cost Price Tax Group Name
Product Customer Product Pricing Customer Type I D
Product Customer Product Pricing Customer Type Name
Product Customer Product Pricing Eat Out Price
Product Customer Product Pricing Price I D
Product Customer Product Pricing Product I D
Product Customer Product Pricing Sale Price
Product Description
Product Description
Product Detailed Description
Product Eat Out Price
Product Eat Out Price Ex Tax
Product Eat Out Price Inc Tax
Product Eat Out Price Tax Group
Product Eat Out Price Tax Group Id
Product Eat Out Price Tax Group Name
Product Exclude From Loyalty Points Gain
Product Exclude From Loyalty Points Gain
Product Id
Product Id
Product Image Id
Product Image Main Image
Product Image Product Id
Product Image U R L
Product Is Archived
Product Is Cost Price Inc Tax
Product Is Cost Price Inc Tax
Product Is Eat Out Price Inc Tax
Product Is Eat Out Price Inc Tax
Product Is Multiple Choice Product Optional
Product Is Sale Price Inc Tax
Product Is Sale Price Inc Tax
Product Is Tax Exemptable
Product Is Variable Price
Product Is Variable Price
Product Location Area Price
Product Location Area Price Cost Price Exc Tax
Product Location Area Price Eat Out Price
Product Location Area Price Sale Price
Product Margin
Product Measurement Details Cost Price Measurement Scheme Item Id
Product Measurement Details Cost Price Measurement Unit Volume
Product Measurement Details Sale Price Measurement Scheme Item Id
Product Measurement Details Sale Price Measurement Unit Volume
Product Measurement Scheme Item I D
Product Measurement Unit Volume
Product Multi Choice Note Name
Product Multiple Choice Note
Product Multiple Choice Note
Product Name
Product Name
Product Order Code
Product Order Code
Product Order Quantity Limit
Product Popup Note
Product Popup Note
Product Popup Note Short Description
Product Product Type
Product Product Type
Product R R Price
Product Reference Code
Product Rr Price
Product Sale Price
Product Sale Price Ex Tax
Product Sale Price Inc Tax
Product Sale Price Tax Group I D
Product Sale Price Tax Group Id
Product Sale Price Tax Group Name
Product Scannable Only
Product Sell On Till
Product Sell On Till
Product Sell On Web
Product Sell On Web
Product Size
Product Sku
Product Sku
Product Sort Position
Product Supplier
Product Supplier
Product Supplier Name
Product Tare Weight
Product Tare Weight
Product Tax Exempt Eligible
Product Till Order
Product Type Name
Product Type Value
Product Unit Of Sale
Product Unit Of Sale
Product User Defined Field Id
Product User Defined Field Name
Product User Defined Field Value
Product Variant Description
Product Variant Group Id
Product Variant Id
Product Variant Item Id
Product Volume Of Sale
Product Volume Of Sale
Supplier Address Line1
Supplier Address Line1
Supplier Address Line2
Supplier Address Line2
Supplier Contact Number
Supplier Contact Number
Supplier Contact Number2
Supplier Contact Number2
Supplier Country
Supplier Country
Supplier Description
Supplier Description
Supplier Email Address
Supplier Email Address
Supplier Id
Supplier Id
Supplier Name
Supplier Name
Supplier Post Code
Supplier Post Code
Supplier Town
Supplier Town
Supplier Type
Supplier Type
Tag Id
Tag Name
Tag Type Id
Tax Group Id
Tax Group Id
Tax Group Id
Tax Group Name
Tax Group Name
Tax Group Name
Unit of Sale Name
Unit of Sale Value