How to set your ideal stock level quantities

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Build

Elevate

Innovate

Tracking quantities of products sold is key for businesses who sell products in addition to delivering services. In this article, you will learn how to set your ideal stock level quantities.

Timely note: this feature is only available to businesses on our Elevate and Innovate plans. For more information on viewing your current plan, see our help guide How to view your Timely plan. If you need to upgrade in order to add a supplier, see How to change your Timely plan for steps on how to do this.

Once products are in stock, you can set the ideal level that you would like to maintain, these are referred to as ideal quantities. Having your ideal stock level set will allow you to create new stock orders with just a few clicks as Timely will know which products need topping up, and exactly how many to order. To do this:

1 Head to setup from the main menu in your Timely account dashboard, then click on the products option.

2 Choose the product you wish to change, and click edit, then head to the stock control section. Now you can enter the stock level in which you would like to maintain.

3 To do this, adjust the ideal field. When you are ready, click save to apply your changes.

Timely note: when a product reaches goes under the ideal level, it will show up when you select the top up filter when creating a new stock order. When you choose to add a product with an ideal quantity set, we will set the order quantity to the amount required to get your current stock levels back to that ideal quantity.

How to set your ideal stock level quantities

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