📙Guide
How to create an alert on Merchbees?
Step 1: Open the Create Alert Wizard
Go to List Alerts page in your Merchbees dashboard.
Click Create Alert.
Open the Filter and input thresholds tab (first tab).
Step 2: Define Which Products You Want to Track
👉🏻 If you want to track all products
You don’t need to use any filters. On default, all items are selected.
👉🏻 If you want to track only selected products, you have two options:
Option A — Select products using Filters
Click Add Filter.
Choose a filter type (e.g., Product, Variant, Vendor, Tag, Product Type, Location).
Select the values you want.
If you add multiple filters, only products that match all filters will be included.
Option B — Select products using Excel (Bulk Excel Upload)
Click Bulk Excel Upload.
Download the file (it will include the products currently in your table).
Keep only the products you want to track (or leave others without thresholds—see hint below).
Upload the updated file.
Step 3: Set Thresholds
👉🏻 If you want to apply the same threshold to all products
Enter values in only:
Default Min – minimum stock threshold
Default Max – optional, used for automatic reorder calculations
👉🏻 If you want to set product-specific thresholds, you have two options
Option A — Set thresholds directly in the table
Enter threshold values for individual products.
Option B — Set thresholds via Excel (Bulk Excel Upload)
Click Bulk Excel Upload.
Download the Excel file.
Enter threshold values in Excel.
Upload the file again.
How Default Thresholds Work
If a product does not have a specific threshold, Merchbees applies the Default Min / Default Max values.
If Default thresholds are empty and the product has no specific threshold, no alert email will be sent for that product — even if it appears in the table.
Step 4: Configure Advanced Settings (Optional)
Click Advanced Settings if you need more control.
Here you can:
Enable incoming stock consideration for low-stock alerts
Switch from variant-based tracking to total product inventory tracking
Click Continue to move to the Frequency tab.
Step 5: Define Alert Frequency
Alert Sending Frequency
You can choose to receive notifications instantly (real-time) or as scheduled reports (daily, weekly, or monthly).
👉🏻 Instant (Real-Time Alerts)
Select Instant if you want to be notified immediately when an inventory level changes.
Inventory levels are tracked in real time.
When a stock change matches your alert conditions, a notification is sent instantly.
Each notification includes only one item, since it is triggered by a single stock change.
After you receive a notification for an item, you will not receive another notification for the same item until its stock level goes above the threshold again (or the alert is edited).
This option is ideal if you want to react quickly to low stock situations.
👉🏻 Scheduled (Daily / Weekly / Monthly Reports)
Select Scheduled if you prefer to receive summary reports instead of real-time notifications.
Choose how often the alert should run: daily, weekly, or monthly.
Select the day(s) and time you want to receive notifications.
At the selected time, you will receive one notification that includes all low stock items, based on your alert settings.
Optional Frequency Settings ( for only scheduled)
Send notification only if there is at least one item When enabled, the system will not send an email or Slack message if there are no items matching your alert. This helps prevent empty notifications.
Do not send the same items in the following reports until the item’s stock is higher than the threshold again When enabled, items that already appeared in a scheduled report will not be included again until their stock level goes above the threshold. This prevents repeated notifications for the same low-stock items.
Click Continue to move to the Notification tab.
Step 6: Notification Details
Choose Notification Channel
When selected, Merchbees sends alert notifications via email.
Recipients This is the To field of the email. Enter one or more valid email addresses and press Enter after each one.
Email Subject This is the Subject line of the email notification.
Customize Email You can customize the email content using:
The built-in editor, or
Your own custom HTML
You may also use Handlebars variables to personalize the content. A custom email template can be provided upon request — please contact support for details.
CSV Attachment Enable this option if you want the system to attach a CSV file containing low-stock items to the email. This is useful if you want to sort, analyze, or process data in Excel or spreadsheets.
Send from your own email address (SMTP) If you want emails to be sent from your company email address instead of
[email protected], enable this option.To use this feature, you must configure SMTP settings on the Settings page. For more information, refer to the documentation: https://docs.merchbees.com/setting-up-smtp
Sort Type Select how items should be sorted in the email (for example, by stock level, product name, etc.).
👉🏻 Slack
When selected, Merchbees sends alert notifications to Slack.
Click Add to Slack.
Choose the Slack workspace and channel.
Low-stock items will be sent directly to the selected channel.
Alert Name
Enter a name for your alert.
This helps you easily identify and manage alerts, especially if you have multiple alerts.
As a final step, click Submit to save your alert.
Your alert is ready! From now on, you’ll stay ahead of low stock and never miss a sale again.
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