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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. Perfect for reviewing before applying the updates.

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01The result

What this template is ready to do.

Template outcomeFlow starting point

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.

Uses
Daily Sales Report
Definition
4 dashboard stages
Run control
Manual or scheduled
How this template runs

The dashboard definition, from trigger to finished export.

Every stage below comes directly from this template in the Slynk dashboard.

  1. 01
    trigger

    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.

  2. 02
    fetch

    Fetch the sales quantities

    The flow will use the sales by product report to work out the quantity sold in the selected time period.

  3. 03
    filter

    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.  

  4. 04
    action

    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.

A good fit when

A recurring data delivery needs to be reliable.

  • You need daily sales report outside the POS regularly.
  • The recipient needs selected, renamed or joined fields rather than a basic export.
  • The result should run manually or arrive on a dependable schedule.
Product
Flow
What it does
Export data
POS platform
Eposnow
Uses
Daily Sales Report
Starting point
Ready to adapt
Customisation catalogue

Start here. Make it fit the business.

This is the dashboard-owned list of triggers, filters and export columns available for this exact template. Learn how customisation works.

2 available

Choose what starts the workflow

Triggers are the events that start this template. Use a dependable schedule or keep control with a manual run.

01

Scheduler

Run automatically at a specific time or interval: monthly, weekly, daily or hourly.

Trigger
02

Manual run

Start the template from the dashboard for testing or whenever it is needed on demand.

Trigger
Common questions

Know what happens before the first run.

Yes. Choose the information, filters, locations and timing that match your business rather than accepting a fixed setup.
Yes. Run it on demand or choose a schedule and delivery destination for a dependable recurring output.
Yes. The Slynk team can confirm the scope, help configure the first run and check the result with you.
Related dashboard templates

Continue with the exact starting points linked to this template.

Daily Sales ReportSet min/max stock levels based on quantity sold in time period

Make this delivery automatic.

Choose a Flow plan to start from this template, then tailor the fields, schedule and delivery.

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