Working day to day
A weekly stock routine
A short, repeatable rhythm that keeps records and shelves agreeing.
On this page
Every day
- Record what left, ideally as one take-out basket per session rather than a dialog per item.
- Receive deliveries against their orders, with the cost that was actually charged.
- Clear the Overview attention list: restock, or note why it can wait.
- Fix anything you noticed on the floor while it is still fresh in mind: a wrong location, a missing shelf code, a product with no barcode.
The habit that matters most is recording removals with a reason. Everything downstream, from days of cover to gross profit to the shrinkage report, depends on it.
Every week
- Open Reorder and work the groups top to bottom; the list is already ordered by which shelf empties first.
- Check the replenish list on Locations and move stock forward rather than buying what you already own.
- Count one small area. A rolling count of a shelf a week finds problems while they are still small.
- Skim History for entries you cannot explain, and for removals with no reason recorded.
A weekly count that takes ten minutes tells you more over a year than one annual count that takes a day, because each difference is small enough to still have a cause you can find.
Every month
- Read Reports over a 30 day window: top movers, sales and gross profit, shrinkage, and what counting found.
- Review the Not moving list and decide what to do with the money sitting in it.
- Check margins for anything selling below cost, which is usually a typo and occasionally a real problem.
- Review suggested reorder points against what actually happened, and accept the ones that look right.
- Download a backup and keep it somewhere that is not this device.
When something changes
A new supplier, a new location, a price change, or a product you have started buying in cases all deserve a few minutes in the app the same week. A lead time that is three days out of date quietly shifts every reorder point built on it.
Before a busy season, review thresholds against demand rather than memory; after it, review them again, because a threshold set for December is wrong in January. Suggestions are never applied on their own, so this is always a decision you make rather than one made for you.