How To Setup Low Stock Inventory Alerts In Airtable Base

When working with an inventory base, it is important to track when the quantity of a certain product falls below a certain threshold. This is very useful to be sure that inventory is replenished in a timely manner.

AIRTABLE SETUP

A good initial approach is setting up the Airtable fields to track for the low inventory quantity. We can do this by creating three fields:

  • Quantity on Hand: showing the actual quantity in the inventory for the product
  • Treshold: the minimum quantity you want to have for that specific product
  • Missing: the amount of the product that you are missing to reach the treshold. If the treshold for a product is 50 but you currently only have 10, then the Missing column should say 40

AD HOC VIEW

The first way to keep track of the products that have dropped under the treshold is to have an ad-hoc view which is filtered to show only the products that have the missing column showing a value higher than 0. This is very visually appealing as at any point in time you can just go to this view and check which products should be replenished and by how much

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COLOR CODING

A second approach is to create a colour coding system so that all products with a value in the Missing column higher than 0 are flagged in red. This is a very good system if you love to have things colour coded and do not have many records in your base (with several records, the ones flagged in red can easily get lost among the others and an ad-hoc view may be preferrable).

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When a wedding is ready, it is useful to create the relevant google calendar invites for its events so that the timeslots are booked for the wedding couples, and we make sure that they are notified about their appointments.

Scripting can be an important asset that allows us to perform such automations. For example, thanks to the script below we can, by clicking on the “Ready for Booking” button connected to the specific wedding, flag all the connected events with the “Book in Calendly” check.

This will then trigger a simple, native Airtable automation that creates the Google Calendar event for the wedding couple.

NOTIFICATIONS

When a product falls under the threshold you may also want to notify the relevant employee so that he can act on the problem and readjust the inventory. To accomplish this, Airtable email automations are a great tool as they allow you to send him an automatic email right after a product falls under the threshold.

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FURTHER DEVELOPMENTS

Low stock inventory tracking is just one of the many features that you can add to your Airtable inventory system. I have helped clients build extremely complex inventory systems through Airtable, with several different automations and process workflows that helped them save time and capture insights on a daily basis.

Contact me to schedule a free consultation to discuss your project and how I can help you achieve it: CONTACT NOW

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