Home page quick links

Recommended Workflows by Frequency

(Click link to jump to sections)

1. Replenish to sales floor

If you have already purchased product but it is not on the sales floor, you're losing cash with those out-of-stocks. Ensure the sales floor stays full by restocking products on the Replenish to Sales Floor report.

These are SKUs that have backstock inventory that need to be moved to the sales floor today because these products are:

Already sold out on the floor, or
Expected to sell out today based on run rate

Items in quarantine or excluded rooms — so everything shown is truly available to restock.

Delegate this task to a relevant team member to review daily

The list can be checked daily at the start or end of each shift – you can delegate this task to someone on your team by giving them access to Happy Buyers.
Ensures shelves stay full using inventory already in-house.

2. Aging Inventory > 60 days

Products that are aged greater than the 60-day threshold, even if not yet “dead.”

How to utilize this list of agiing inventory:

Plan promotions around these products
Adjust your SKU assortment
Kickstart vendor conversations around support or swaps

Urgency

Lower urgency than Dead Stock, but essential to prevent future dead stock.

3. Overstocked > 30 days

Products where predicted days on hand exceed targets, resulting in tied-up cash.

Best use cases:

Planning discount strategies
Managing category balance
Evaluating assortment bloat
Adjusting purchase volumes

This category is especially useful before major retail events (holidays, seasonal spikes).

4. Soon to be out of stock

SKUs projected to run out within 3 days, based on run-rate.

This is helpful for flagging:

Spot-checking urgent risks
Confirming that ordering frequency is aligned with velocity

This should not be the primary purchasing workflow because the time window is too short. Instead, rely on Restock Only (All Products/Product Lines) for actual purchasing cycles.

5. Recent Out-of-Stock

These are products that have recently sold out at the store within the last 5 days. This data is sorted by units per day so you don't miss out any restocks on your best selling items.

Check this list to:

Identify immediate inventory gaps for customers.
Signals to buyers that certain SKUs might need to be reordered.

6. Low profit $ - consider discontinuing

Bottom 20% of products from every category that have delivered lowest total profit over the past 30 days.

This identifies “bottom 20%” performers—SKUs that:

Don’t sell fast
Require discounting
Are unproductive for shelf space
Sometimes aren’t worth the labor to stock

Executions to consider:

Markdown strategies
Discontinuing low performers
Vendor substitution
Training and merchandising adjustments

3. Dead Stock

Your deadstock inventory meets BOTH of these criteria:

Greater than > 60 days old, and
0 units sold in the past 30 days.

Dead stock ties up capital and signals deeper operational issues such as:

Product stuck in backstock and never stocked back on the sales floor
Budtenders unaware of the SKU
Poor merchandising
A SKU that should be discounted or discontinued
Need for vendor activation (training, pop-ups, marketing)

Pro Tip: Review dead stock with the following columns in view:

Sellable Inventory
Last Sold Date
First Sold Date
Aged Inventory Cost (to quantify the dollars trapped)