The customer needs a more efficient and flexible way to manage parts that fall below their minimum stock thresholds. They want to be notified when inventory is low, with the option to create a Purchase Order (PO), but without automatically generating individual reorder tasks for every understocked part.
Currently, when a part reaches its minimum threshold, Limble automatically creates a single-part reorder task. While this ensures visibility, it also floods the task list with unnecessary entries and makes consolidated vendor ordering difficult.
Current Limitations
- Automatic Task Generation: Each time a part hits its minimum threshold, a new task is automatically created.
- Task Clutter: The system can become filled with low-priority reorder tasks, creating fatigue and visual noise.
- Manual Consolidation: Users must manually manage and combine multiple small reorder tasks into one order.
- Lack of Flexibility: There is no option to simply receive an alert or notification without generating a task.
General Example
A maintenance planner manages dozens of parts across multiple vendors. Several parts frequently dip below their minimum thresholds, causing Limble to automatically generate dozens of reorder tasks. Instead of having one clear alert or grouped reorder list per vendor, the planner must review and manage each task individually, slowing down the purchasing process.
Requested Enhancements
- Optional Task Creation
Add a configurable setting for minimum threshold triggers, allowing users to:- Receive a notification or alert instead of a task.
- Choose to create a PO directly from the alert when appropriate.
- Grouped Reorder Tasks
Allow users to group parts by vendor, category, or custom grouping so that when any part in that group hits its minimum threshold, Limble creates one consolidated reorder task listing all understocked parts in that group. - Custom Alert Settings
Enable users to set different alert methods or priorities (e.g., email, dashboard alert, mobile push) for low-stock notifications.
Business Value
- Reduced Task Clutter: Eliminates unnecessary reorder tasks and keeps the system cleaner.
- Efficiency: Enables faster, consolidated ordering instead of managing dozens of small tasks.
- Flexibility: Gives users control over how they are notified and whether a task is created.
- Scalability: Supports high-volume inventory environments without overwhelming the task management process.
