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Feature Tutorial

Alerts & Scheduled Reports

Set up automated stock-out alerts, low-stock warnings, price drop notifications, and scheduled dashboard reports delivered to your inbox.

7 min read

Overview

CannMenus Pro Alerts monitor your data 24/7 and notify you via email when important conditions are met. Scheduled Reports deliver dashboard snapshots on a recurring schedule so your team stays informed without logging in.

Alert Types

  • Stock-Out Alert: Triggers when one of your products disappears from a retail account's menu, indicating they may have run out of stock.
  • Low-Stock Alert: Triggers when inventory indicators suggest a product is running low at a specific account before it goes fully out of stock.
  • Price Drop Alert: Triggers when a competitor drops their price on a comparable product by more than a configurable threshold (e.g., 10%).
  • Scheduled Report: Delivers a screenshot or data export of a dashboard on your chosen schedule (daily, weekly, monthly) to specified email addresses.

Setting Up an Alert

Step 1 — Navigate to Alerts

Go to your dashboard and look for the Alerts section, or ask your account manager to configure alerts for your organization.

Step 2 — Choose Alert Type

Select the type of alert you need (stock-out, low-stock, price drop, or scheduled report).

Step 3 — Configure Filters

Set the brand, state, product category, and any other relevant filters to narrow the alert scope.

Step 4 — Set Recipients

Add email addresses for everyone who should receive the alert. You can also configure Slack channel notifications.

Step 5 — Activate

Turn on the alert. It will begin monitoring immediately and send notifications based on its configured schedule.

Tips and Best Practices

  • Start with stock-out alerts for your top 5 retail accounts to get the most immediate value.
  • Set daily report schedules for your sales team so they have fresh data every morning.
  • Use the email deep links in notifications to jump directly to the relevant dashboard with the right filters pre-applied.
  • Combine alerts with CannMenus AI summaries (when enabled) to get contextual analysis alongside your alert data.

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