Key Workflows
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      🗝️ Key workflows

      Click the link and follow the guided steps below, then bookmark each report using your browser bookmarks for easy, repeat access!

       

      Workflow categories:

      Menu-planning

      Reordering and restocking

      Reduce unprofitable SKUs

       

      Menu-planning

      Workflows to help you plan a menu with the most profitable products and brands.

      Find your best selling products 

      1. Set your desired lookback period

      2. Sort descending on units per day (default)

      3. Can further refine by store, category, brand, and more

      View your brand leaderboard

      1. Go to the inventory health page
      2. Select the tab for brands 
      3. Toggle on separate by store (optional)
        1. If on, use the store selector to filter by location
      4. Sort descending by total profit or margin (default)

      Find your most profitable products

      1. Set your desired lookback period
      2. Sort descending on estimated profit
      3. Can further refine by store, category, brand, and more



      Reordering and restocking your shelves

      Never miss an order of your fast-moving, high margin products and make sure no products get lost in backstock.

      View recently out of stock products

      1. Set your desired lookback period to 7 days
      2. Show out of stock only products
      3. Toggle on active products and set last # days to 3

      View products that are soon to be out of stock

      1. Select your desired lookback period
      2. Show in stock only products
      3. Set predicted days on hand to a maximum of 3
      4. Can further refine by store, vendor, brand, and more

      Create an automated suggested order for a brand from SKU groups

      1. Go to the SKU Groups page. (learn more about setting up SKU groups here)
      2. Search for the brand you would like to order
      3. Make sure the reports are up to date by clicking Run report for each report
      4. Click the top right actions panel 
      5. Click Add all orders to cart

        This will automatically allocate the total demand for the group to your best-selling products or strains. Use your product knowledge or have your vendor provide the closest strain substitutes for your customers. 

        Be sure to use SKU groups for those rotational strains like flower, pre-roll and vapes to order to the most accurate demand at your store!

      Get a list of inventory that needs to be replenished (backstock to sales floor)

      1. Select a single location
      2. Apply a minimum predicted days on hand of 3
      3. Add a maximum sellable days on hand of 2
      4. Sort descending by units per day

       

      Reduce unprofitable SKUs to free up cash

      Use these workflows to figure out which products or brands are not profitable at your store, then decide the best way to move them off the shelves. Whether it's marketing, creating a promo, or getting credits back from the brand – move them through and don't make the mistake of over-ordering again. If too many products from a brand are not doing well - it might be time to cut the entire brand from your menu.

        Identify overstocked brands

        1. Go to the inventory health page
        2. Select the tab for brands 
        3. Toggle on separate by store (optional)
          1. If on, use the store selector to filter by location
        4. Sort descending by predicted days on hand

        Create an overstock list for a category

        1. If are shooting for 45 days of flower on hand:
        2. Set the category to flower
        3. Set the minimum predicted days on hand to 46
        4. Sort descending by predicted days on hand

        Identify stagnant products

        1. Set your desired lookback period
        2. Show in stock only products
        3. Select all categories except accessories, merch, and uncategorized
        4. Sort ascending on last activity
        5. Can further refine by store, category, brand, and more

        Uncover products with aged inventory by units

        1. Go to the all products page
        2. Show in stock only products
        3. Select all categories except accessories, merch, and uncategorized
        4. Sort descending on units aged 90+
          1. Open the actions menu and customize columns if you do not see aging inventory in your view

        * You can do this at the store, category, and brand levels from inventory health

        Uncover brands with aged inventory by dollars

        1. Go to the inventory health page
        2. Select the tab for brands
        3. Toggle on separate by store (optional)
        4. Sort descending by aged inventory cost
          1. Open the actions menu and customize columns if you do not see aged inventory cost in your view
        5. Click into the brand name to view how this data has trended over time

        * You can also do this for stores and categories from inventory health, or do this at the product level from all products