Table of Contents

Additional Location Tabs

Each location in a cabinet has several tabs that provide extra details and controls. These tabs are visible when viewing a location.

Open POs

Displays information about the open purchase orders for this location.

  • Shows details of any active POs.
  • Provides a link to navigate directly to the PO.

Alerts

The Alerts tab is used to set up critical quantity notifications for a location.
When the quantity falls to or below a set point, alerts are sent to the station and/or supplier.

How to Open the Alerts Tab

  1. Navigate to the Cabinets module from the Dashboard.
  2. Select the cabinet that contains the location you want to set alerts for.
  3. Click on the location.
  4. Open the Alerts tab.

How to Set an Alert

  1. Type in the Alert Quantity (the level at which you want to be notified).
  2. Optionally, add a Note to remind you why you set the alert.
  3. Click the plus (+) button to save the alert.
  4. Choose one or more notification options:
    • Email Supplier: Send an alert to the Supplier’s email(s).
    • Email Supervisor: Send an alert to the Station’s Notification email(s).
    • Alert Once: Only send the email once when the quantity reaches the alert level. If unchecked, emails will be sent every time the quantity is reduced to or below the alert level.

FAQ: Alerts

What is an Alert Quantity?

A threshold you set for an item’s on-hand quantity. When the item reaches or falls below this number, an alert is triggered.

Who gets alerted?

  • Suppliers: if “Email Supplier” is checked.
  • Station Supervisors: if “Email Supervisor” is checked.

What does “Alert Once” mean?

  • Checked: Sends a single alert the first time the quantity hits or drops below the alert level.
  • Unchecked: Sends an alert every time the quantity decreases while at or below the alert level.

Can I add notes to alerts?

Yes. Notes are optional and can help remind you why an alert was created (e.g., “Critical for maintenance” or “Backup supplier delay”).

Can I set multiple alerts for the same location?

Yes. You can create more than one alert with different quantities or notification options.

History

Shows the Transactions for this location.

  • Similar to Station History, but limited only to this location.
  • Use grid filters to search by date, item, or transaction type.

Audit Logs

Shows all changes that have been made to this location since it was created.

  • Includes who made the change and when it was made.
  • Useful for compliance and tracking adjustments.
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