With inventory level notifications, you can trigger email messages based on the inventory level of products. You, your team, or even customers can receive notifications when inventory falls below a certain level.
Read further to learn how to add inventory level email notifications or find answers to frequently asked questions.
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Adding inventory level email notifications
Back to topFollow these steps to add an inventory level email notification:
- Go to the Notifications area (Configuration > Notifications).
- Select + New Notification to open the New Notification page.
- Enter a custom Subject of the email. The subject line can include standard system email or custom variables you may have created in the booking form field editor, e.g., Limited seats left. Book now!.
- Enter an optional Name to help staff identify the notification. The field supports up to 100 characters.
- Choose Inventory Level for the Notification Type. This option has the system send an email once your product availability is reduced to a specified level.
- Input an Item Quantity Threshold value. This value is the threshold at which the system triggers a notification. The system sends the notification once the product's quantity drops below this value.
You can create multiple notifications for the same product as the inventory drops from one level to the next.
There is no requirement to use such notifications, but some business owners prefer to receive a quick heads-up when their products are sold out or close to being sold out.
You can also inform your customers when an offering has reached a certain booking level and is confirmed (or canceled if minimum participation levels are not met).
- Add an optional From email address from which the system sends your notifications. By default, this is the email address associated with your account (Account > Setup > Company > Email Address).
Select Change to set up a custom From address on outbound email via our integration with Postmark.
- Add an optional Reply To address for recipients to reply if they have questions or comments for your organization. If not customized here, this defaults to the current 'reply-to' email setup in the Postmark integration.
- Select options within the Recipient list to decide who should receive the notifications. You can send notifications to staff members, partners, and customers simultaneously.
- Choose the message format to send the notification in HTML, Text, or both formats.
We recommend formatting the email using HTML when embedding an invoice or requiring special formatting. However, it is best to supply both text and HTML. When you provide both options, the recipient's mail client determines which format to display based on their preferences.
- Apply the notification to select (or all) products in the Apply To section, e.g., Kayak Rental. Click the arrow to the right of each category to view the list of individual products.
When different products, with various notifications, are added to the same booking, the customer receives an email for each product rather than one notification containing all the information.
- Enter email content as HTML or Text. You can use supported email variables in the email body.
While editing an HTML email, you can switch between the text editor and source mode by clicking the < > button in the toolbar. Text email cannot contain formatting elements such as bold, colors, or HTML.
If you wish to override the default CSS included with outgoing email, include a <body> tag in your notification. You can also include some default styling.
Learn more about adding custom content to notifications here:
- Include an optional short description of the notification with Internal Notes. You can set the notes to appear in the notifications table. This field supports up to 280 characters.
- Select Create (or Save) after you finish setting up the notification.
Frequently asked questions
Back to topWhere can I quickly find this feature using the menu?
- Configuration > Notifications
What permissions do I need to use this feature?
- Admin permissions or restricted permissions to Manage Notifications.