Morph solution · Products
Automate min/max stock levels.
Morph updates your min/max stock levels automatically — based on your sales.
01The result
What the finished result looks like.
✓Expected resultMorph solution
Manually setting min and max stock levels is tedious and often ignored — leaving purchase orders inaccurate. Morph keeps them up to date automatically based on your sales, so your Epos Now purchase orders auto-populate with smarter recommendations. The result: less overstock, fewer missed sales, and no more manual stock level updates.
The challenge
Where the current process starts to break down.
Min/max stock levels are essential for accurate purchase orders — but in practice, they’re often wrong or left empty:
- Updating min/max manually takes too long, so most products are never set.
- Guesswork leads to over-ordering some items and running out of others.
- Seasonal changes in demand aren’t reflected, leaving stock levels unbalanced.
- Without accurate min/max, Epos Now purchase orders can’t give reliable recommendations.
- Managers waste hours adjusting Purchase Orders by hand instead of relying on the system.
- Research by ROI Hunter found that 62% of retailers struggle with excess inventory — in other words, many over-order to avoid stockouts
02How Morph helps
Keep min/max levels aligned with real sales.
Morph calculates proposed minimum and maximum stock values from the sales period and formula you choose. Run a simulation first to review each product’s current and proposed values in the results, then decide whether to run the update live or put the checked rule on a schedule.
Before a live run
Simulate the rule. Review the results.
Morph evaluates live Epos Now data without applying the proposed changes. Review every matching record with its current and proposed values, then adjust the rule, request a review or choose a live run.
How it comes together
A clear path from setup to a dependable workflow.
Every stage comes directly from the dashboard solution definition.
- 01filter
Choose your products
Filter by supplier, brand, category, or product data (like price or cost price) to target exactly the items you want.
- 02fetch
Base on sales
Tell Morph which sales data to use — e.g. last month’s sales, or a 90-day average divided by 3.
- 03action
Apply your rules
Set how min and max are calculated — for example, min = sales, max = sales + 25%.
- 04action
Schedule updates
Run the Morph automatically each month (e.g. on the 1st) so your stock levels always stay in sync with demand.
03What changes
The difference you’ll notice straight away:
- Smarter purchase orders — Epos Now auto-populates recommendations from accurate min/max levels.
- No more guesswork — levels are based on real sales, not rough estimates.
- Adapt to demand — seasonal shifts are captured when you use rolling averages.
- Segment by product type — set different flows for different suppliers, brands, or categories.
- Save hours of admin time — no more manual edits or spreadsheet work.
See it in action
See Automatic Min/Max Updates in Action
Watch how Morph uses sales data to update min/max stock levels automatically. From last month’s sales to rolling 90-day averages, you can apply your own rules and filters — and let Epos Now purchase orders auto-populate with smarter recommendations.
Other ways to use this solution
The same foundation can support more than one useful business outcome.
- 01
Use seasonal sales averages (e.g. last 90 days divided by 3) to smooth out peaks and troughs.
- 02
Apply different rules for high-margin products vs. low-margin ones.
- 03
Set stricter min/max for fast-moving categories (e.g. drinks, fresh food).
- 04
Adjust levels differently for suppliers with long lead times vs. local suppliers.
- 05
Create flows to keep premium products in lower stock while bulk items are ordered more generously.
- 06
Automatically update test products or limited ranges without manual checks.
Before and after
See the operational change side by side.
Without MorphWith Morph
Min/max fields left empty or out of date
Min/max updated automatically from sales data
Guesswork leads to overstocking or stockouts
Stock levels reflect real demand, reducing waste and missed sales
Purchase orders need heavy manual adjustment
Epos Now auto-populates POs with accurate recommendations
One-size-fits-all approach, no flexibility
Different flows for suppliers, brands, categories, or price ranges
Hours spent tweaking stock settings
Updates run automatically each month — no manual work needed
Included starting points
Build this solution from ready-made templates.
Choose one or more of these dashboard-published templates, then tailor the fields, rules and schedule to the business.
Put this solution to work.
Review the product pricing, then choose the closest template or setup when you are ready to begin.