Use Importer to manage and configure this feature in your EQuipWeb system.

Use the Low Qty Importer to set stock alert levels for many products at once. When a product's stock drops below the threshold you set here, the system will notify you — so you know it's time to reorder.

When to use this: When you need to update minimum stock levels for multiple products at once using a spreadsheet.

Prerequisites

• User must have appropriate role permissions (see Access & Permissions above)

Low Qty Importer

📝 General Description

This importer updates the Low Quantity Threshold field on product records in bulk. Instead of editing each product individually, you can prepare a CSV with item numbers and their low quantity thresholds, then import them all at once.

Use Importer to manage and configure this feature in your EQuipWeb system.

10.6.1 Template Columns

Sample Template

Use Importer to manage and configure this feature in your EQuipWeb system.

10.6.2 How to Import Low Qty Thresholds

1. Navigate to Data Importer → Low Qty Importer.

2. Click Download Template to get the CSV template.

3. Open the template in Excel:

• Column A: Enter the ItemNo of each product.
• Column B: Enter the LowQtyThreshold value.

4. Save the file as CSV.
5. Return to the Low Qty Importer page.
6. Click Browse → Select your CSV file.

7. Click Upload to process the import.

8. Review the import results:
   • ✅ Success: Products updated with new thresholds.
   • ❌ Error: Invalid ItemNo or missing values — these rows are skipped.

Use Importer to manage and configure this feature in your EQuipWeb system.

10.6.3 Validation Rules

Use Importer to manage and configure this feature in your EQuipWeb system.

10.6.4 How Low Qty Alerts Work

Product Stock Level ≤ LowQtyThreshold → Alert triggered
    ↓
Appears in Low Stock report
    ↓
Dashboard shows "Low Stock Alerts" count

Use Importer to manage and configure this feature in your EQuipWeb system.

💡 Example

Scenario: A retailer wants to set low stock alerts for all 500 products.

Steps:

1. Export the product list via Data Exporter (Section 10.8).
2. In Excel, keep only the ItemNo column and add a LowQtyThreshold column.
3. Set thresholds based on sales velocity:

• Fast-moving items (sold daily): threshold = 20
• Medium items (sold weekly): threshold = 10
• Slow items (sold monthly): threshold = 3

4. Save as CSV and import via Low Qty Importer.
5. Now the system alerts you when any product drops below its threshold.

[!TIP] Set higher thresholds for fast-moving items and lower thresholds for slow-moving items. This ensures you only get alerts when stock truly needs replenishment, reducing alert fatigue.

Use Importer to manage and configure this feature in your EQuipWeb system.

10.6.6 Import Error Handling

[!WARNING] Setting all thresholds to 0 effectively disables low stock alerts for those products. Only set to 0 for products where stock tracking is not needed (e.g., services, virtual items).

[!IMPORTANT] Low stock alerts are based on the Inventory Location stock levels. If a product is stocked at multiple locations, the alert triggers per-location — not on total combined stock.

Use Importer to manage and configure this feature in your EQuipWeb system.

Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

Use Importer to manage and configure this feature in your EQuipWeb system.

How to Import Data

1. Navigate to Data Importer & Exporter → Low Qty Importer from the sidebar menu.

2. Click Download Template to get the Excel template with correct column headers.

3. Open the template and fill in your data according to the column headers.

4. Save the completed Excel file.
5. Click Choose File and select your completed template.
6. Click Import to upload and process the file.
7. Review the validation results — fix any errors and re-upload if needed.
8. Click Confirm Import to finalize.

✅ Expected Result: Data is imported and available in the system.

FAQ

Q: What file format should I use for import? A: Use .xlsx (Excel) format. Download the blank template from the importer page to ensure correct column structure.

Q: Can I undo an import? A: No. Imports cannot be automatically reversed. You would need to manually correct or delete the imported records.

Q: Why does my import show validation errors? A: Check the error details for each row. Common issues include: missing required fields, duplicate codes, invalid date formats, or referencing categories/departments that don't exist yet.

Use Importer to manage and configure this feature in your EQuipWeb system.

Troubleshooting

Use Importer to manage and configure this feature in your EQuipWeb system.

Related Menus

• Product Setup > Product List — imported product destination
• Membership Setup > Membership List — imported member destination
• Master Data > Supplier Setup — supplier data reference

Use Importer to manage and configure this feature in your EQuipWeb system.

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

Expected Result: Changes are saved successfully and reflected across the system after the next POS sync.

Field Reference

[!NOTE] Additional fields specific to this page are documented in the sections above. The table above shows common fields present across most pages.