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Setting supplies alerts

Notify the appropriate personnel whenever items need to be restocked.

Summary

Supply alerts in PSTrax are dynamic, meaning they automatically update when items fall below their minimum levels and clear once they are restocked. Alerts notify designated personnel via email or text to ensure supplies are replenished. Additionally, users can generate manual alerts for specific issues or view the Below Min Report to see all low-stock items across the department.

Instructions

When an item drops below its minimum level, it triggers an alert that is visible in the system and sent to assigned recipients. Alerts automatically update when a restock or transfer is logged. Users can also manually create alerts for supply-related concerns.

Tracking Automatic Alerts for Low Supplies

  1. Perform a Supply Count:

    • Navigate to the Perform Supply Check link.
    • Log an inventory count for a container (e.g., Station 1 Supply Closet).

  2. Identify Low Items:

    • Any item below its minimum level will be flagged in red.

  1. Automatic Alert Generation:

    • Low-stock items generate an open alert visible in the system.
    • The alert is sent to designated personnel via email or text.

Clearing Alerts with a Restock or Transfer

  1. Log a Restock or Transfer:

    • Navigate to the Transfer Page.
    • Select a supply source and a supply destination.
    • Enter the items being restocked or transferred.
    • Click Continue to log the transfer or restock

  2. Update Supply Levels:

    • Ensure items are restocked to at least their minimum level.
    • Click Log Items to finalize.

  3. Alert Updates Automatically:

    • The system removes restocked items from the open alert.
    • If an item was not restocked, the alert remains active.

Viewing Low-Stock Items Using the Below Min Report

  1. Go to Logs & Reports

    • Navigate to Supplies → Logs & Reports.
    • Select Below Min Report.

  2. Review Department-Wide Low Stock

    • This report displays all containers and stations with low-stock items.
    • Useful for agencies managing multiple locations.

Creating a Manual Alert

  1. Navigate to Set an Alert:

    • Go to Supplies → Set an Alert.

  2. Enter Alert Details:

    • Select the container and optional sub-container or item.
    • Add a description of the issue.
    • Choose a priority level if applicable.

  3. Save and Submit Alert:

    • The alert is sent to the appropriate personnel for resolution.

By following these steps, users can effectively track low supplies, clear alerts through restocking, and manually notify personnel of supply issues. If you need assistance, contact help@pstrax.com.