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Key workflows

Follow the guided steps below, then bookmark your favorite reports using your browser bookmarks for easy, repeat access!

Workflow categories:

Menu-planning

Reordering and restocking

Inventory optimization

 

Menu-planning

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

Find your best selling products 

  1. Go to the Products page

  2. Set your desired Lookback period

  3. Sort descending on Units per day (default)

* You can further refine by store, category, brand, and more

View your brand leaderboard

  1. Go to the 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 (default) or Margin 

* You can further refine by store

Find your most profitable products

  1. Go to the Products page
  2. Set your desired Lookback period
  3. Sort descending on Estimated profit

* You can further refine by store, category, brand, and more

 

Reordering and restocking

Never miss an order for your fast-moving, high margin products, and make sure sales opportunities are missed by products getting lost in backstock.

View recently out of stock products

Navigate to your Home page and click the Recently out of stock quick link

Or, go to the Products page to filter manually:

  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 5

* You can further refine by store, category, brand, and more

View products that are soon to be out of stock

Navigate to your Home page and click the Soon to be out of stock quick link

Or, go to the Products page to filter manually:
  1. Select your desired Lookback period
  2. Show In stock only products
  3. Set Predicted days on hand to a maximum of 3

* You can further refine by store, category, brand, and more


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

Navigate to your Home page and click the Replenish to sales floor quick link

The quick link applies a replenishment filter that looks at data deeper than on our accessible filters to make sure no products are missed. 

 

Inventory optimazation

Follow these workflows to identify products or brands that are not as profitable or don't sell through as quickly as others at your store.

Identify low profit products

Navigate to your Home page and click the Low profit $ - consider discontinuing quick link

This quick link applies a low profit filter that looks at data deeper than on our accessible filters to calculate the bottom 20% of low profit SKUs of every category.

    Identify overstocked brands

    1. Go to the Health page
    2. Click the Brands tab
    3. Sort descending by Predicted days on hand

    * You can further refine by store

    Create an overstock list for a category

    For example, if are hunting for flower that has more than 45 predicted days on hand:

    1. Go the Products page
    2. Select the Flower category
    3. Set the minimum Predicted days on hand to 46
    4. Sort descending by Predicted days on hand

    * You can further refine by store, category, brand, and more

    Identify all products that are 30+ days overstocked

    Navigate to your Home page and click the Overstock > 30 days quick link

    Or, go to the Products page to filter manually:

    1. Set your Carry status to All

    2. Select All cannabis categories
    3. Set the minimum Predicted days on hand to 31
    4. Sort descending by Predicted days on hand

    * You can further refine by store, category, brand, and more

    Identify dead stock

    Navigate to your Home page and click the Deadstock quick link

    Or, go to the Products page to filter manually:

    1. Set your desired Lookback period
    2. Show In stock only products
    3. Select All cannabis categories
    4. Set Aged inventory cost to minimum $1
    5. Set Units sold to max 0
    6. Sort descending on Current inventory
    * You can further refine by store, category, brand, and more

    Uncover products with aged inventory by units

    1. Go to the Products page
    2. Show In stock only products
    3. Select All cannabis categories
    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

    Uncover brands with aged inventory by dollars

    1. Go to the 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

    Uncover products with aged inventory by dollars

    Navigate to your Home page and click the Aging inventory < 60 days quick link

    Or, go to the Products page to filter manually:

    1. On the left side filters, add a minimum Aged-inventory cost of $1 
    2. Select preferred categories
    3. Sort descending by Aged inventory cost

      * You can further refine by store, category, brand, and more