Tag orders that reduce inventory quantity of a specific vendor
You may wish to highlight orders that reduce the total inventory amount of products by a specific vendor, below a certain amount.
Using our Vendor inventory quantity criteria within a workflow can help you achieve this.
How to use the criteria
To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:
Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger when orders are created.
Click the Add criteria to my workflow button:
The Vendor inventory quantity criteria can be found within the Product category in the Select criteria pop-up window:
Click the Use in your workflow button on the right to select this criteria.
You will then be presented with the following screen and options:
When configuring this criteria, you can choose if you want the criteria to match when any Vendor inventory quantity is:
- Greater than
- Greater than or equal to
- Less than
- Less than or equal to
- Equal to
...the value that you specify:
This criteria will first check that a product from the selected vendor is contained within the order before calculating inventory level. If the order does not contain a selected vendor product then the workflow will return false.
Choose the name of the tag you'd like to see on all orders that match this workflow and enter it into the Add tags when the workflow matches section.
In this example we have used the tag Vendor Reorder - Greenfield Books:
Saving and naming your workflow
It's worth giving your workflow a name to help you identify it at a later date, so add a workflow name in the New Workflow section, check the summary of your workflow and if happy, either Test your Workflow against an existing order or hit Save Workflow:
Is this workflow compatible with Backdating?
Yes, this workflow is available to backdate using our backdating service.