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.
Address Line1
Address Line1
Address Line2
Address Line2
Age Restriction
Alerts
Amount
Article Code
Article Code
Barcode
Barcode
Barcode
Bottle Deposit Item I D
Brand I D
Brand I D
Brand Name
Brand Name
Button Colour I D
Button Colour I D
Button Colour I D
Button Colour I D
Button Colour I D
Button Colour I D
Button Colour Name
Category I D
Category I D
Category I D
Category I D
Category I D
Category I D
Category Name
Code
Colour I D
Colour I D
Colour Name
Contact Number
Contact Number
Contact Number2
Contact Number2
Container Fee I D
Container Fee I D
Container Fee Name
Container Fee Value
Cost Price
Cost Price
Cost Price Ex Tax
Cost Price Excluding Tax
Cost Price Factor
Cost Price Including Tax
Cost Price Measurement Scheme Item I D
Cost Price Measurement Scheme Item I D
Cost Price Measurement Unit Volume
Cost Price Measurement Unit Volume
Cost Price Tax Group I D
Cost Price Tax Group I D
Cost Price Tax Group Name
Cost Price Unit
County
County
Created Date
Current Stock
Current Volume
Customer Type I D
Customer Type Name
Description
Description
Description
Description
Description
Description
Description
Description
Description
Description
Detailed Description
Discount
Display Once Per Transaction
Eat Out Price
Eat Out Price
Eat Out Price
Eat Out Price Ex Tax
Eat Out Price Including Tax
Eat Out Price Tax Group I D
Eat Out Price Tax Group I D
Eat Out Price Tax Group Name
Email Address
Email Address
Exclude From Loyalty Points Gain
Exclude From Loyalty Points Gain
From Date
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
Image U R L
Is Archived
Is Cost Price Including Tax
Is Cost Price Including Tax
Is Eat Out Price Including Tax
Is Eat Out Price Including Tax
Is Multiple Choice Product Optional
Is Sale Price Including Tax
Is Sale Price Including Tax
Is Stock Tracked
Is Tax Exemptable
Is Variable Price
Is Variable Price
Location Area I D
Location I D
Location I D Filter
Main Image
Main Image Url
Margin
Margin
Margin Percentage
Max Stock
Measured Quantity Lowest
Measured Quantity Sold
Measured Quantity Unit
Measured Quantity Unit Lowest
Measurement Scheme Item I D
Measurement Unit Volume
Min Stock
Minimum Order Amount
Multi Choice Note Name
Multiple Choice Note I D
Multiple Choice Note I D
Multiple Order Amount
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
No Times Purchased
Nominal Code
Nominal Code
Nominal Code
Nominal Code
Note
On Order
Order Code
Order Code
Order Code
Order Quantity Limit
Parent I D
Parent I D
Parent I D
Parent I D
Popup Note I D
Popup Note I D
Popup Note Short Description
Post Code
Post Code
Price I D
Product I D
Product I D
Product I D
Product I D
Product Name
Product Reference Code
Product Size
Product Stock I D
Product Type
Product Type
Quantity Sold
R R Price
Reference Code
Reporting Category I D
Reporting Category I D
Reporting Category I D
Reporting Category I D
Rr Price
S K U
S K U
S K U
Sale Price
Sale Price
Sale Price
Sale Price Ex Tax
Sale Price Factor
Sale Price Including Tax
Sale Price Measurement Scheme Item I D
Sale Price Measurement Unit Volume
Sale Price Tax Group I D
Sale Price Tax Group I D
Sale Price Tax Group Name
Sale Price Unit
Scannable Only
Select Brands
Select Parent Categories
Select Product Categories
Select Products
Select Products Catalogue
Select Reporting Categories
Select Root Categories
Select Suppliers
Select Suppliers
Sell On Till
Sell On Till
Sell On Web
Sell On Web
Show On Till
Show On Till
Show On Till
Show On Till
Size
Sln Average Cost Price
Sln Current Stock Level
Sln Stock Measurement Scheme Item I D
Sln Stock Value
Sort Position
Sort Position
Sort Position
Sort Position
Sort Position
Supplier I D
Supplier I D
Supplier I D
Supplier Name
Tag Type I D
Tare Weight
Tare Weight
Tax Exempt Eligible
Till Order
To Date
Total Cost
Total Value
Total Value Excluding Tax
Total Value Including Tax
Town
Town
Type
Type
Unit Of Sale
Unit Of Sale
Value
Value
Value
Value
Variant Description
Variant Group I D
Variant I D
Variant Item I D
Volume Of Sale
Volume Of Sale
Wet
Wet
Wet
Wet
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%.
Address Line1
Address Line1
Address Line2
Address Line2
Age Restriction
Alerts
Amount
Article Code
Article Code
Barcode
Barcode
Barcode
Bottle Deposit Item I D
Brand I D
Brand I D
Brand Name
Brand Name
Button Colour I D
Button Colour I D
Button Colour I D
Button Colour I D
Button Colour I D
Button Colour I D
Button Colour Name
Category I D
Category I D
Category I D
Category I D
Category I D
Category I D
Category Name
Code
Colour I D
Colour I D
Colour Name
Contact Number
Contact Number
Contact Number2
Contact Number2
Container Fee I D
Container Fee I D
Container Fee Name
Container Fee Value
Cost Price
Cost Price
Cost Price Ex Tax
Cost Price Excluding Tax
Cost Price Factor
Cost Price Including Tax
Cost Price Measurement Scheme Item I D
Cost Price Measurement Scheme Item I D
Cost Price Measurement Unit Volume
Cost Price Measurement Unit Volume
Cost Price Tax Group I D
Cost Price Tax Group I D
Cost Price Tax Group Name
Cost Price Unit
County
County
Created Date
Current Stock
Current Volume
Customer Type I D
Customer Type Name
Description
Description
Description
Description
Description
Description
Description
Description
Description
Description
Detailed Description
Discount
Display Once Per Transaction
Eat Out Price
Eat Out Price
Eat Out Price
Eat Out Price Ex Tax
Eat Out Price Including Tax
Eat Out Price Tax Group I D
Eat Out Price Tax Group I D
Eat Out Price Tax Group Name
Email Address
Email Address
Exclude From Loyalty Points Gain
Exclude From Loyalty Points Gain
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
I D
Image U R L
Is Archived
Is Cost Price Including Tax
Is Cost Price Including Tax
Is Eat Out Price Including Tax
Is Eat Out Price Including Tax
Is Multiple Choice Product Optional
Is Sale Price Including Tax
Is Sale Price Including Tax
Is Stock Tracked
Is Tax Exemptable
Is Variable Price
Is Variable Price
Location Area I D
Location I D
Main Image
Main Image Url
Margin
Margin
Margin Percentage
Max Stock
Measured Quantity Lowest
Measured Quantity Sold
Measured Quantity Unit
Measured Quantity Unit Lowest
Measurement Details
Measurement Scheme Item I D
Measurement Unit Volume
Min Stock
Minimum Order Amount
Multi Choice Note Name
Multiple Choice Note I D
Multiple Choice Note I D
Multiple Order Amount
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
Name
No Times Purchased
Nominal Code
Nominal Code
Nominal Code
Nominal Code
Note
On Order
Order Code
Order Code
Order Code
Order Quantity Limit
Parent I D
Parent I D
Parent I D
Parent I D
Popup Note I D
Popup Note I D
Popup Note Short Description
Post Code
Post Code
Price I D
Product I D
Product I D
Product I D
Product I D
Product Name
Product Reference Code
Product Size
Product Stock I D
Product Type
Product Type
Quantity Sold
R R Price
Reference Code
Reporting Category I D
Reporting Category I D
Reporting Category I D
Reporting Category I D
Rr Price
S K U
S K U
S K U
Sale Price
Sale Price
Sale Price
Sale Price Ex Tax
Sale Price Factor
Sale Price Including Tax
Sale Price Measurement Scheme Item I D
Sale Price Measurement Unit Volume
Sale Price Tax Group I D
Sale Price Tax Group I D
Sale Price Tax Group Name
Sale Price Unit
Scannable Only
Sell On Till
Sell On Till
Sell On Web
Sell On Web
Show On Till
Show On Till
Show On Till
Show On Till
Size
Sln Average Cost Price
Sln Current Stock Level
Sln Stock Measurement Scheme Item I D
Sln Stock Value
Sort Position
Sort Position
Sort Position
Sort Position
Sort Position
Supplier I D
Supplier I D
Supplier I D
Supplier Name
Tag Type I D
Tare Weight
Tare Weight
Tax Exempt Eligible
Till Order
Total Cost
Total Value
Total Value Excluding Tax
Total Value Including Tax
Town
Town
Type
Type
Unit Of Sale
Unit Of Sale
Value
Value
Value
Value
Variant Description
Variant Group I D
Variant I D
Variant Item I D
Volume Of Sale
Volume Of Sale
Wet
Wet
Wet
Wet