Morph template · Update
Set min/max stock levels based on quantity sold in time period
This template fetches the sales data for the specified time period and automatically sets the min/max stock levels based on the quantity sold. You can choose if the min/max levels should be set to the quantity sold, or as a percentage of quantity sold.
Month-to-monthHuman setup helpNo surprise usage bills
01The result
What this template is ready to do.
✓Template outcomeMorph starting point
This template fetches the sales data for the specified time period and automatically sets the min/max stock levels based on the quantity sold. You can choose if the min/max levels should be set to the quantity sold, or as a percentage of quantity sold.
- Uses
- Daily Sales Report
- Definition
- 4 dashboard stages
- Run control
- Preview before live
How this template runs
The dashboard definition, from trigger to safe change.
Every stage below comes directly from this template in the Slynk dashboard.
- 01trigger
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.
- 02fetch
Fetch the sales quantities
The flow will use the sales by product report to work out the quantity sold in the selected time period.
- 03filter
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.
- 04action
Update 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 repeated POS edit needs care and accuracy.
- You need to change many daily sales report without editing them one by one.
- You can identify the right records using information already held in your POS.
- You want to check every proposed value before live data is changed.
- Product
- Morph
- What it does
- Update
- 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 changeable fields 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.
Scheduler
Run automatically at a specific time or interval: monthly, weekly, daily or hourly.
Manual run
Start the template from the dashboard for testing or whenever it is needed on demand.
307 available
Fields you can filter on
Use one or more conditions to target only the records that matter. Related POS information is available without building a separate integration.
Browse all 307 fields by POS data group.
Brands4 fields
Brand description
Brand ID
Brand ID name
Brand name
Colours3 fields
Colour code
Colour ID
Colour name
Container fees3 fields
Container fees amount
Container fees bottle deposit item ID
Container fees name
Measurements2 fields
Measurement scheme name
Measurement scheme value
Multiple-choice notes2 fields
Multiplechoicenotes ID
Multiplechoicenotes name
Other POS data49 fields
Daily sales report barcode
Daily sales report brand
Daily sales report description
Daily sales report discount
Daily sales report from date
Daily sales report location ID filter
Daily sales report margin
Daily sales report margin perc
Daily sales report measured qty
Daily sales report name
Daily sales report num times purchased
Daily sales report order code
Daily sales report product ID
Daily sales report qty
Daily sales report qty lowest
Daily sales report qty measurement unit
Daily sales report qty measurement unit lowest
Daily sales report reference code
Daily sales report size
Daily sales report SKU
Daily sales report to date
Daily sales report tot cost
Daily sales report value
Daily sales report value exc vAT
Daily sales report value inc vAT
Tags IDvia Product product tags
Tags namevia Product product tags
Tags tag type IDvia Product product tags
Tax percentagevia Product cost price tax group › Taxgroups tax rates
Tax percentagevia Product eat out price tax group › Taxgroups tax rates
Tax percentagevia Product sale price tax group › Taxgroups tax rates
Tax rates IDvia Product cost price tax group › Taxgroups tax rates
Tax rates IDvia Product eat out price tax group › Taxgroups tax rates
Tax rates IDvia Product sale price tax group › Taxgroups tax rates
Tax rates location IDvia Product cost price tax group › Taxgroups tax rates
Tax rates location IDvia Product eat out price tax group › Taxgroups tax rates
Tax rates location IDvia Product sale price tax group › Taxgroups tax rates
Tax rates namevia Product cost price tax group › Taxgroups tax rates
Tax rates namevia Product eat out price tax group › Taxgroups tax rates
Tax rates namevia Product sale price tax group › Taxgroups tax rates
Tax rates priorityvia Product cost price tax group › Taxgroups tax rates
Tax rates priorityvia Product eat out price tax group › Taxgroups tax rates
Tax rates priorityvia Product sale price tax group › Taxgroups tax rates
Tax rates tax codevia Product cost price tax group › Taxgroups tax rates
Tax rates tax codevia Product eat out price tax group › Taxgroups tax rates
Tax rates tax codevia Product sale price tax group › Taxgroups tax rates
Tax rates tax group IDvia Product cost price tax group › Taxgroups tax rates
Tax rates tax group IDvia Product eat out price tax group › Taxgroups tax rates
Tax rates tax group IDvia Product sale price tax group › Taxgroups tax rates
Parent categories11 fields
Parent categories button colour ID
Parent categories description
Parent categories ID
Parent categories ID name
Parent categories is wet
Parent categories name
Parent categories nominal code
Parent categories parent ID
Parent categories reporting category ID
Parent categories show on till
Parent categories sort position
Popup notes4 fields
Popupnotes display once per transaction
Popupnotes ID
Popupnotes name
Popupnotes note
Products173 fields
Product article code
Product barcode
Product brand ID
Product button colour ID
Product catalogue age restriction
Product catalogue article code
Product catalogue barcode
Product catalogue brand ID
Product catalogue brand name
Product catalogue button colour ID
Product catalogue button colour name
Product catalogue category ID
Product catalogue category name
Product catalogue colour ID
Product catalogue colour name
Product catalogue container fee ID
Product catalogue container fee name
Product catalogue container fee value
Product catalogue cost price ex tax
Product catalogue cost price inc tax
Product catalogue cost price measurement scheme item ID
Product catalogue cost price measurement unit volume
Product catalogue cost price tax group ID
Product catalogue cost price tax group name
Product catalogue description
Product catalogue eat out price ex tax
Product catalogue eat out price inc tax
Product catalogue eat out price tax group ID
Product catalogue eat out price tax group name
Product catalogue exclude from loyalty points gain
Product catalogue ID
Product catalogue ID name
Product catalogue image URL
Product catalogue is cost price inc tax
Product catalogue is eat out price inc tax
Product catalogue is sale price inc tax
Product catalogue is stock tracked
Product catalogue is variable price
Product catalogue margin
Product catalogue measurement scheme item ID
Product catalogue measurement unit volume
Product catalogue multi choice note name
Product catalogue multiple choice note ID
Product catalogue name
Product catalogue order code
Product catalogue order quantity limit
Product catalogue popup note ID
Product catalogue popup note short description
Product catalogue product type
Product catalogue RR price
Product catalogue sale price ex tax
Product catalogue sale price inc tax
Product catalogue sale price tax group ID
Product catalogue sale price tax group name
Product catalogue scannable only
Product catalogue sell on till
Product catalogue sell on web
Product catalogue SKU
Product catalogue supplier ID
Product catalogue supplier name
Product catalogue tare weight
Product catalogue tax exempt eligible
Product catalogue till order
Product catalogue unit of sale
Product catalogue variant description
Product catalogue variant ID
Product catalogue variant item ID
Product catalogue volume of sale
Product categories button colour ID
Product categories description
Product categories ID
Product categories ID name
Product categories is wet
Product categories name
Product categories nominal code
Product categories parent ID
Product categories reporting category ID
Product categories show on till
Product categories sort position
Product category ID
Product colour ID
Product container fee ID
Product cost price
Product cost price tax group ID
Product customerproductpricingdetails customer type IDvia Product customer product pricing details
Product customerproductpricingdetails customer type namevia Product customer product pricing details
Product customerproductpricingdetails eat out pricevia Product customer product pricing details
Product customerproductpricingdetails price IDvia Product customer product pricing details
Product customerproductpricingdetails product IDvia Product customer product pricing details
Product customerproductpricingdetails sale pricevia Product customer product pricing details
Product description
Product eat out price
Product eat out price tax group ID
Product exclude from loyalty points gain
Product ID
Product ID name
Product is archived
Product is cost price inc tax
Product is eat out price inc tax
Product is multiple choice product optional
Product is sale price inc tax
Product is tax exemptable
Product is variable price
Product location area prices cost price exc taxvia Product product location area prices
Product location area prices eat out pricevia Product product location area prices
Product location area prices location area IDvia Product product location area prices
Product location area prices sale pricevia Product product location area prices
Product measurementdetails cost price factorvia Product stock product stock batches › Product stock batches measurement details
Product measurementdetails cost price factorvia Product measurement details
Product measurementdetails cost price measurement scheme item IDvia Product stock product stock batches › Product stock batches measurement details
Product measurementdetails cost price measurement scheme item IDvia Product measurement details
Product measurementdetails cost price measurement unit volumevia Product stock product stock batches › Product stock batches measurement details
Product measurementdetails cost price measurement unit volumevia Product measurement details
Product measurementdetails cost price unitvia Product stock product stock batches › Product stock batches measurement details
Product measurementdetails cost price unitvia Product measurement details
Product measurementdetails sale price factorvia Product stock product stock batches › Product stock batches measurement details
Product measurementdetails sale price factorvia Product measurement details
Product measurementdetails sale price measurement scheme item IDvia Product stock product stock batches › Product stock batches measurement details
Product measurementdetails sale price measurement scheme item IDvia Product measurement details
Product measurementdetails sale price measurement unit volumevia Product stock product stock batches › Product stock batches measurement details
Product measurementdetails sale price measurement unit volumevia Product measurement details
Product measurementdetails sale price unitvia Product stock product stock batches › Product stock batches measurement details
Product measurementdetails sale price unitvia Product measurement details
Product multiple choice note ID
Product name
Product order code
Product popup note ID
Product product images IDvia Product product images
Product product images image URLvia Product product images
Product product images main imagevia Product product images
Product product images product IDvia Product product images
Product product type
Product productdetails detailed descriptionvia Product product details
Product productudfs IDvia Product product udfs
Product productudfs namevia Product product udfs
Product productudfs valuevia Product product udfs
Product reference code
Product RR price
Product sale price
Product sale price tax group ID
Product sell on till
Product sell on web
Product size
Product SKU
Product sort position
Product stock alerts
Product stock batches cost pricevia Product stock product stock batches
Product stock batches created datevia Product stock product stock batches
Product stock batches current stockvia Product stock product stock batches
Product stock batches current volumevia Product stock product stock batches
Product stock batches IDvia Product stock product stock batches
Product stock batches product stock IDvia Product stock product stock batches
Product stock batches supplier IDvia Product stock product stock batches
Product stock epn product stock sln stock measurement scheme item ID
Product stock ID
Product stock location ID
Product stock max stock
Product stock min stock
Product stock minimum order amount
Product stock multiple order amount
Product stock on order
Product stock product ID
Product stock sln average cost price
Product stock sln current stock level
Product stock sln current volume level
Product stock sln stock value
Product supplier ID
Product tare weight
Product types name
Product types value
Product unit of sale
Product variant group ID
Product volume of sale
Reporting categories11 fields
Reporting categories button colour ID
Reporting categories description
Reporting categories ID
Reporting categories ID name
Reporting categories is wet
Reporting categories name
Reporting categories nominal code
Reporting categories parent ID
Reporting categories reporting category ID
Reporting categories show on till
Reporting categories sort position
Root categories11 fields
Root categories button colour ID
Root categories description
Root categories ID
Root categories ID name
Root categories is wet
Root categories name
Root categories nominal code
Root categories parent ID
Root categories reporting category ID
Root categories show on till
Root categories sort position
Suppliers26 fields
Supplier address line 1via Product supplier
Supplier address line 1
Supplier address line 2via Product supplier
Supplier address line 2
Supplier contact numbervia Product supplier
Supplier contact number
Supplier contact number 2via Product supplier
Supplier contact number 2
Supplier countyvia Product supplier
Supplier county
Supplier descriptionvia Product supplier
Supplier description
Supplier email addressvia Product supplier
Supplier email address
Supplier IDvia Product supplier
Supplier ID
Supplier ID namevia Product supplier
Supplier ID name
Supplier namevia Product supplier
Supplier name
Supplier post codevia Product supplier
Supplier post code
Supplier townvia Product supplier
Supplier town
Supplier typevia Product supplier
Supplier type
Tax groups6 fields
Taxgroups IDvia Product cost price tax group
Taxgroups IDvia Product eat out price tax group
Taxgroups IDvia Product sale price tax group
Taxgroups namevia Product cost price tax group
Taxgroups namevia Product eat out price tax group
Taxgroups namevia Product sale price tax group
Units of sale2 fields
Unit of sale name
Unit of sale value
123 available
Fields you can update
Choose exactly which POS values this template can change. A simulation creates its own run with record-level results before any separate live run.
Browse all 123 fields by POS data group.
Brands2 fields
Brand description
Brand name
Colours2 fields
Colour code
Colour name
Container fees2 fields
Container fees amount
Container fees name
Multiple-choice notes1 field
Multiplechoicenotes name
Other POS data17 fields
Daily sales report barcode
Daily sales report brand
Daily sales report description
Daily sales report discount
Daily sales report margin
Daily sales report margin perc
Daily sales report measured qty
Daily sales report name
Daily sales report order code
Daily sales report qty
Daily sales report reference code
Daily sales report size
Daily sales report SKU
Daily sales report tot cost
Daily sales report value
Daily sales report value exc vAT
Daily sales report value inc vAT
Parent categories9 fields
Parent categories button colour ID
Parent categories description
Parent categories is wet
Parent categories name
Parent categories nominal code
Parent categories parent ID
Parent categories reporting category ID
Parent categories show on till
Parent categories sort position
Popup notes3 fields
Popupnotes display once per transaction
Popupnotes name
Popupnotes note
Products58 fields
Product article code
Product barcode
Product brand ID
Product button colour ID
Product categories button colour ID
Product categories description
Product categories is wet
Product categories name
Product categories nominal code
Product categories parent ID
Product categories reporting category ID
Product categories show on till
Product categories sort position
Product category ID
Product colour ID
Product container fee ID
Product cost price
Product cost price tax group ID
Product description
Product eat out price
Product eat out price tax group ID
Product exclude from loyalty points gain
Product is archived
Product is cost price inc tax
Product is eat out price inc tax
Product is multiple choice product optional
Product is sale price inc tax
Product is tax exemptable
Product is variable price
Product multiple choice note ID
Product name
Product order code
Product popup note ID
Product product type
Product reference code
Product RR price
Product sale price
Product sale price tax group ID
Product sell on till
Product sell on web
Product size
Product SKU
Product sort position
Product stock alerts
Product stock epn product stock sln stock measurement scheme item ID
Product stock location ID
Product stock max stock
Product stock min stock
Product stock minimum order amount
Product stock multiple order amount
Product stock on order
Product stock product ID
Product stock sln current stock level
Product supplier ID
Product tare weight
Product unit of sale
Product variant group ID
Product volume of sale
Reporting categories9 fields
Reporting categories button colour ID
Reporting categories description
Reporting categories is wet
Reporting categories name
Reporting categories nominal code
Reporting categories parent ID
Reporting categories reporting category ID
Reporting categories show on till
Reporting categories sort position
Root categories9 fields
Root categories button colour ID
Root categories description
Root categories is wet
Root categories name
Root categories nominal code
Root categories parent ID
Root categories reporting category ID
Root categories show on till
Root categories sort position
Suppliers11 fields
Supplier address line 1
Supplier address line 2
Supplier contact number
Supplier contact number 2
Supplier county
Supplier description
Supplier email address
Supplier name
Supplier post code
Supplier town
Supplier type
See it in action
See Automatic Min/Max Updates in Action
Watch how Flow 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.
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. A simulation evaluates live data without changing it and creates a run with each matching item’s current and proposed values. Review those results before deciding on a live run.
Yes. The Slynk team can confirm the scope, help configure the first run and check the result with you.
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