Managing Low Inventory with the Critical Items List
In this guide, we'll walk you through how to use the Critical Items List — a powerful tool that helps you quickly identify which materials need to be replenished across your stock locations. Whether you're managing inventory from your desktop or on the go, this feature makes it easy to see what items need to be restocked and exactly where they’re located.
Why the Critical Items List Matters 🤔
Running out of essential materials can slow down your operations and lead to unnecessary delays. The Critical Items List helps your team:
- Identify materials at or below critical stock thresholds
- Take immediate action to replenish them
- Streamline replenishment workflows across multiple stock locations
It’s your go-to snapshot for what materials quantities need attention before it becomes a problem.
1. Accessing the Critical Items List 🧭
To get started:
- Go to the Stock tab
- Under Critical Items to Order, click the Show List button
This opens a list of your stock locations where materials have dropped below their minimum stock level.
2. Filtering by Stock Location 📍
If you're managing multiple stock locations:
- Click the dropdown arrow next to the location you want to view
- This expands the list for that specific location and shows all materials at critical levels
It helps you take action based on where shortages are happening.
3. Selecting Materials to Replenish ✅
Once the list is open:
- Select the checkboxes next to the materials you want to replenish
- You can choose one or several items based on your needs
These selections will drive the replenishment action you take next.
4. Replenishment Options for Critical Items 🔁
After selecting materials, you’ll see three options appear:
➤ Create an RFQ (Request for Quotation)
Use this to build a quote request and send it to suppliers for pricing.
➤ Create a Pick List
This lets you transfer materials from another stock location. It generates a list so someone can pick up the items and restock the low-quantity location.
➤ Create a Purchase Order (PO)
Choose this to place an order directly with a supplier to replenish the selected materials.
Each path supports a different workflow depending on whether you're sourcing from internal stock or external vendors.
5. Wrapping Up the Replenishment Process 🏁
Once you've taken action — whether it's creating an RFQ, pick list, or PO — you can:
- Click the Back Arrow to return to the main Stock view
- Continue reviewing and replenishing other stock locations as needed
🎥 Want a Visual Walkthrough?
Check out our step-by-step video below to see the Critical Items List in action.