This guide explains how to enable and configure inventory management for products inside the Document Library Editor. By following these steps, you can automatically track inventory levels, control ordering availability, and receive low-stock notifications.

Accessing Inventory Settings

1. Open the Document Library Editor.
2. Navigate to the Inventory tab.
3. Select the product you want to manage. Example: A Business Card product.

Setting Current Inventory

1. Locate the Current Inventory field.
2. Enter the starting quantity (e.g., 10,000 pieces).
3. Confirm your changes. Any update is logged in the Recent Inventory Updates section for historical tracking.

After this initial setup, each customer order will automatically adjust the inventory count and appear in the inventory history log.

Managing Inventory Availability

Prevent Orders When Inventory Reaches Zero

You can control whether customers are allowed to order when stock runs out:

• Disable ordering at zero inventory
  Turn off the setting “Customer can order if inventory is zero”.
  When this option is disabled, customers will not be able to submit orders for this product when inventory reaches zero.

Setting Inventory Notifications

Inventory notifications help you stay ahead of low-stock situations and plan replenishment.

1. Reorder Level

• Set a Reorder Level (e.g., 1,000 pieces).
• When inventory falls below this amount, the system sends you an email alert indicating that the inventory is low.

2. Replenish Level

• Set a Replenish Level—the quantity you want inventory returned to.
• This value is included in the notification email to guide your restocking decisions.

3. Customer Notification

• Enable the option to notify the customer when inventory is low.
• Customize the email subject line so the customer clearly understands the low-inventory status.

Inventory Update History

All inventory changes—manual updates, order-based deductions, and low-stock triggers—appear in the Recent Inventory Updates section. This provides a transparent timeline of inventory activity, including:

• Manual inventory adjustments (e.g., setting inventory to a new value)
• Customer orders that reduce inventory
• Events that trigger notification emails

Summary

With inventory management configured on your order forms, you can:

• Maintain real-time visibility of product stock levels.
• Control ordering when inventory is depleted.
• Automatically receive notifications before stock runs out.
• Provide proactive communication to customers about low inventory.

These tools help ensure smooth order fulfillment and better inventory planning for you and your customers.