📋 Inventory rooms

Make sure your sales floor is always stocked and run rates are 100% accurate with detailed inventory room configuration

Overview

POS inventory rooms with products will be pulled in Happy Buyers and need to be mapped for accurate run rates and sales floor replenishment alerts. 

Inventory room types

Sellable - counted in your run rate and inventory

All product counts and sales in sellable rooms will be calculated towards run rates and inventory.

Examples of sellable rooms are Sales Floor, Bud Bar, or End of Batch – any room with products that are in stock and ready to sell. 

Backstock - excluded from run rate but counted as inventory

Backstock rooms are important to map correctly for accurate run rates. They highlight any out-of-stocks on sellable inventory that need to be replenished ASAP from a back room, while also counting the products as inventory to prevent potential over-ordering. 

Examples of backstock rooms are Backstock, Supplies, Inbound, Receiving

Excluded - excluded from your run rate and inventory

Any rooms with products that are not sellable or counted as inventory should be marked as Excluded. These rooms are not included in any Happy Buyers data. 

Examples of excluded rooms are Quarantine, Employee samples, Returns

How to map your inventory rooms

1. Make sure you are an Organization admin (reach out to the customer success team if you need admin access or want to learn more)
2. Click the settings icon on the top right of your navigation menu and select Inventory rooms
   
   
3. The inventory rooms settings page will list all Inventory rooms from your POS with products. Be sure to update Happy Buyers whenever you add any new rooms to your POS. 
   
   
4. Click Edit to update the inventory room type and save your changes.