Generating a Safety Stock Report

When a product’s inventory reaches the set Safety Stock threshold, it’s automatically hidden from your online menu but still available for in-store purchase.

How can I quickly find out which products are currently hidden from my menu because of Safety Stock?

While the platform doesn’t yet support automatic safety stock reporting, here’s a fast and effective method you can use to generate a manual report (especially helpful for categories like Flower where inventory turns over quickly).

How to Generate a Safety Stock Report (Manual Method)

1. Review your Safety Stock Settings for a Specific Category

• Navigate to the Admin Portal > Inventory Levels.
• Click 'Set Safety Stock'.
• Note the number set for each category.
  For example:  Flower=1

This tells you the minimum quantity before a product becomes hidden from the online menu:

2. Filter for a Specific Category

• On the 'Inventory Levels' page: Use the 'Type' dropdown and select a category (e.g. Flower). This narrows the list to only those products.

3. Sort by Inventory to Show 'Low in Stock' Products

• Click the arrow in the 'Inventory' column header to sort in ascending order.

• Products with inventory will appear at the top.

• For example, we know that the Safety Stock for  Flower=1. That means we want to identify all products that currently have 1 in the inventory column. These are the products currently not visible online due to Safety Stock.

List filtered by Flower and Inventory sorted to ascending order:

4. Copy the Data

• Highlight the applicable rows in the table and copy them:
  
  

5. Paste the Data into Excel

• Open a blank Excel sheet.

• Click on the first cell.

• Paste. The data will automatically be organized into table format:
  
  
  
  

• Expand the width of the 'Name' and 'Barcode' columns:

  
  

  

6. Change the Format of the Barcode Column

It will be set to 'General' by default, which causes the the Barcodes (UPCs) to appear in scientific notation.

• Highlight the 'Barcode' Column (D).

• Select the dropdown that says 'General'.

• Select 'Fraction' to display the full values:

Barcodes should look like this after being formatted:
 

That's it!

7. Repeat steps 4 to 6 if you have multiple pages of products.