This article explains how to set up and manage inventory for your order forms using the Document Library Editor (Order Form Editor).

Inventory management allows you to track product quantities, control ordering availability, and receive notifications when stock is low.

Accessing the Inventory Section

1. Open the Document Library Editor.
2. Select the order form you would like to manage.
3. Navigate to the Inventory section.

In this example, we’ll use a Business Card order form.

Setting the Current Inventory

To begin managing inventory:

1. Locate the Current Inventory field.
2. Enter the available quantity (e.g., 10,000 pieces).
3. Save your changes.

Once saved:

• The update will appear in the Recent Inventory Updates section.
• The system logs the inventory change for tracking purposes.

This section maintains a history of all inventory updates.

Automatic Inventory Updates from Orders

After setting your inventory:

• When a customer places an order, the system automatically deducts the ordered quantity.
• The updated inventory level is displayed in the Inventory section.
• A record of the transaction appears in the inventory history.

This gives you a clear view of:

• Order history
• Current stock levels
• Inventory adjustments

Preventing Orders When Inventory Is Zero

You can control whether customers are allowed to place orders when stock reaches zero.

• Disable ordering at zero inventory:
  Customers will NOT be able to order the product if inventory reaches zero.
• Enable ordering at zero inventory:
  Customers can continue placing orders even if stock is depleted.

This setting helps prevent overselling when managing limited stock.

Setting Up Inventory Notifications

Inventory notifications help you stay ahead of low stock levels.

1. Set a Reorder Level

The Reorder Level determines when you receive a low-inventory alert.

Example:

• Reorder Level: 1,000 pieces
• When inventory drops below 1,000, the system sends you an email notification.

This alerts you that stock is running low.

2. Set a Replenish Level

The Replenish Level indicates how much inventory you should restock to.

This number:

• Appears in the low-inventory email
• Helps guide how much product to reorder

Example:

• Replenish Level: 10,000 pieces
• The email will indicate that inventory should be replenished to this level.

Notifying Customers of Low Inventory

You can also notify customers when inventory is low.

Options include:

• Sending a low-inventory notification email to customers
• Setting a custom email subject line

This helps:

• Communicate availability issues
• Manage expectations
• Prevent surprises during ordering

Summary

Inventory Management allows you to:

• Set and track current inventory levels
• Automatically deduct inventory when orders are placed
• View inventory update history
• Prevent ordering when stock reaches zero
• Receive low-inventory email alerts
• Define reorder and replenish levels
• Notify customers when stock is low

By using these tools, you can maintain accurate stock levels and improve order management for your clients and customers.

Happy Printing!