--- title: Key workflows description: Click the link and follow the guided steps below, then bookmark each report using your browser bookmarks for easy, repeat access! --- [Skip to content](https://knowledge.happycabbage.me/workflows#main-content) English Show submenu for translations [![HappyCabbageLogo2024-3](https://knowledge.happycabbage.me/hs-fs/hubfs/HappyCabbageLogo2024-3.png?width=200&height=80&name=HappyCabbageLogo2024-3.png)](https://happycabbage.io/) - [The Cabbage Patch Blog](https://7613181.hs-sites.com/en/blog) Open main navigation Close main navigation - [The Cabbage Patch Blog](https://7613181.hs-sites.com/en/blog) - English Show submenu for translations - [Login to Happy Buyers](https://restock.happycabbage.ai/) [Login to Happy Buyers](https://restock.happycabbage.ai/) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.happycabbage.me/?hsLang=en) 2. [Key workflows](https://knowledge.happycabbage.me/key-workflows?hsLang=en) August 14, 2026 # Key workflows ## Follow the guided steps below, then bookmark your favorite reports using your browser bookmarks for easy, repeat access! Workflow categories: [Menu-planning](https://knowledge.happycabbage.me/workflows#menu-planning) [Reordering and restocking](https://knowledge.happycabbage.me/workflows#restock) [Inventory optimization](https://knowledge.happycabbage.me/workflows#reduce-skus)   ### **Menu-planning** Workflows to help you plan a menu with the most profitable products and brands. #### [Find your best selling products](https://restock.happycabbage.ai/?categoryIds=1&categoryIds=2&categoryIds=3&categoryIds=4&categoryIds=5&categoryIds=6&categoryIds=7&categoryIds=8&categoryIds=9&categoryIds=15990&continueToCarry=true&desiredDaysOnHand=14&havingMyCartData=true&includePosSubUncategorized=false&includePosUncategorized=false&includeProductsWithoutBrand=false&includeProductsWithoutUniversalBrand=false&includeProductsWithoutVendor=false&includeUncategorized=false&leadTime=5&limit=20&offset=0&sampleSizeDays=30&sortDirection=desc&sortTarget=run_rate&utm_medium=kb&utm_source=hubspot) 1. Go to the [Products](https://restock.happycabbage.ai/) 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](https://restock.happycabbage.ai/inventory-health?groupByStore=true&isTargetingBrands=true&isTargetingCategories=false&page=1&pageSize=20&search=&sortDirection=desc&sortTarget=total_profit?utm_campaign=keyworkflows&utm_medium=kb&utm_source=hubspot) 1. Go to the [Health](https://restock.happycabbage.ai/inventory-health?groupByStore=true&isTargetingBrands=true&isTargetingCategories=false&page=1&pageSize=20&search=&sortDirection=desc&sortTarget=total_profit?utm_campaign=keyworkflows&utm_medium=kb&utm_source=hubspot) 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](https://restock.happycabbage.ai/?continueToCarry=true&desiredDaysOnHand=14&havingMyCartData=true&includePosSubUncategorized=false&includePosUncategorized=false&includeProductsWithoutBrand=false&includeProductsWithoutUniversalBrand=false&includeProductsWithoutVendor=false&includeUncategorized=false&leadTime=0&limit=20&offset=0&sampleSizeDays=30&sortDirection=desc&sortTarget=estimated_profit&utm_medium=kb&utm_source=hubspot) 1. Go to the [Products](https://restock.happycabbage.ai/) 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](https://restock.happycabbage.ai/?advancedSearch=&desiredDaysOnHand=14&havingMyCartData=true&includePosSubUncategorized=false&includePosUncategorized=false&isInStock=false&leadTime=0&limit=20&matchingSearchTerms=&minNumberActiveDays=3¬MatchingSearchTerms=&offset=0&sampleSizeDays=90&search=&sortDirection=desc&sortTarget=run_rate?utm_campaign=keyworkflows&utm_medium=kb&utm_source=hubspot) **Navigate to your [Home](https://restock.happycabbage.ai/home/) page and click the [Recently out of stock](https://knowledge.happycabbage.me/home-page-quick-links?hsLang=en) quick link** Or, go to the [Products](https://restock.happycabbage.ai/) 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](https://restock.happycabbage.ai/?advancedSearch=&desiredDaysOnHand=14&havingMyCartData=true&includePosSubUncategorized=false&includePosUncategorized=false&isInStock=true&leadTime=0&limit=20&matchingSearchTerms=&maximumDaysOnHand=3¬MatchingSearchTerms=&offset=0&sampleSizeDays=90&search=&sortDirection=desc&sortTarget=run_rate?utm_campaign=keyworkflows&utm_medium=kb&utm_source=hubspot) **Navigate to your [Home](https://restock.happycabbage.ai/home/) page and click the [Soon to be out of stock](https://knowledge.happycabbage.me/home-page-quick-links?hsLang=en) quick link** Or, go to the [Products](https://restock.happycabbage.ai/) 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](https://restock.happycabbage.ai/?continueToCarry&needsReplenishment=true&organizationId=3e437b10-37d9-4e3c-b2dd-004a44a08fb9) (backstock to sales floor) **Navigate to your [Home](https://restock.happycabbage.ai/home/) page and click the [Replenish to sales floor](https://knowledge.happycabbage.me/home-page-quick-links?hsLang=en) 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 optimization** 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](https://restock.happycabbage.ai/?categoryIds=1&categoryIds=2&categoryIds=3&categoryIds=4&categoryIds=5&categoryIds=6&categoryIds=7&categoryIds=8&categoryIds=9&continueToCarry=true&organizationId=e9e40187-ab02-4fd7-8238-cd2ad830e91b&sortDirection=ASC&sortTarget=category_profitability_percentile&targetCategoryProfitabilityQuintile=0) **Navigate to your [Home](https://restock.happycabbage.ai/home/) page and click the [Low profit $ - consider discontinuing](https://knowledge.happycabbage.me/home-page-quick-links?hsLang=en) 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](https://restock.happycabbage.ai/inventory-health?groupByStore=true&isTargetingBrands=true&isTargetingCategories=false&page=1&pageSize=20&search=&sortDirection=desc&sortTarget=predicted_days_on_hand) 1. Go to the [Health](https://restock.happycabbage.ai/inventory-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](https://restock.happycabbage.ai/?categoryIds=8&continueToCarry=true&desiredDaysOnHand=30&havingMyCartData=true&includePosSubUncategorized=false&includePosUncategorized=false&includeProductsWithoutBrand=false&includeProductsWithoutUniversalBrand=false&includeProductsWithoutVendor=false&includeUncategorized=false&leadTime=4&limit=20&minimumDaysOnHand=46&offset=0&sampleSizeDays=30&sortDirection=desc&sortTarget=days_on_hand&utm_medium=kb&utm_source=hubspot) For example, if are hunting for flower that has more than 45 predicted days on hand: 1. Go the[Products](https://restock.happycabbage.ai/) 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](https://restock.happycabbage.ai/?categoryIds=1&categoryIds=2&categoryIds=3&categoryIds=4&categoryIds=5&categoryIds=6&categoryIds=7&categoryIds=8&categoryIds=9&categoryIds=15990&continueToCarry&desiredDaysOnHand=30&havingMyCartData=true&includePosSubUncategorized=false&includePosUncategorized=false&includeProductsWithoutBrand=false&includeProductsWithoutUniversalBrand=false&includeProductsWithoutVendor=false&includeUncategorized=false&leadTime=3&limit=20&minimumDaysOnHand=31&offset=0&organizationId=e9e40187-ab02-4fd7-8238-cd2ad830e91b&sampleSizeDays=90&sortDirection=desc&sortTarget=days_on_hand) **Navigate to your [Home](https://restock.happycabbage.ai/home/) page and click the [Overstock \> 30 days](https://knowledge.happycabbage.me/home-page-quick-links?hsLang=en) quick link** Or, go to the [Products](https://restock.happycabbage.ai/) 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](https://restock.happycabbage.ai/?categoryIds=1&categoryIds=2&categoryIds=3&categoryIds=4&categoryIds=5&categoryIds=6&categoryIds=7&categoryIds=8&categoryIds=9&continueToCarry=true&desiredDaysOnHand=30&havingMyCartData=true&includePosSubUncategorized=false&includePosUncategorized=false&includeProductsWithoutBrand=false&includeProductsWithoutVendor=false&includeUncategorized=false&isInStock=true&leadTime=3&limit=20&maximumUnitsSold=0&minimumAgedInventoryCost=1&offset=0&organizationId=3e437b10-37d9-4e3c-b2dd-004a44a08fb9&sampleSizeDays=30&sortDirection=desc&sortTarget=quantity) **Navigate to your [Home](https://restock.happycabbage.ai/home/) page and click the [Deadstock](https://knowledge.happycabbage.me/home-page-quick-links?hsLang=en) quick link** Or, go to the [Products](https://restock.happycabbage.ai/) 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](https://restock.happycabbage.ai/?categoryIds=1&categoryIds=2&categoryIds=3&categoryIds=4&categoryIds=5&categoryIds=6&categoryIds=7&categoryIds=8&categoryIds=9&continueToCarry=true&desiredDaysOnHand=14&havingMyCartData=true&includePosSubUncategorized=false&includePosUncategorized=false&includeProductsWithoutBrand=false&includeProductsWithoutUniversalBrand=false&includeProductsWithoutVendor=false&includeUncategorized=false&isInStock=true&leadTime=0&limit=20&offset=0&sampleSizeDays=90&sortDirection=desc&sortTarget=quantity_age_90_plus&utm_medium=kb&utm_source=hubspot) 1. Go to the [Products](https://restock.happycabbage.ai/) page 2. Show I**n stock only** products 3. Select **All cannabis** categories 4. Sort descending on **Units aged 90+** 1. Open the **Actions** menu and **[customize columns](https://knowledge.happycabbage.me/customize-table?hsLang=en)** if you do not see aging inventory in your view #### [Uncover brands with aged inventory by dollars](https://restock.happycabbage.ai/inventory-health?groupByStore=true&isTargetingBrands=true&isTargetingCategories=false&page=1&pageSize=20&search=&sortDirection=desc&sortTarget=aged_inventory_cost) 1. Go to the[Health](https://restock.happycabbage.ai/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](https://knowledge.happycabbage.me/customize-table?hsLang=en)** 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](https://restock.happycabbage.ai/?categoryIds=1&categoryIds=2&categoryIds=3&categoryIds=4&categoryIds=5&categoryIds=6&categoryIds=7&categoryIds=8&categoryIds=9&categoryIds=15990&continueToCarry&desiredDaysOnHand=30&havingMyCartData=true&includePosSubUncategorized=false&includePosUncategorized=false&includeProductsWithoutBrand=false&includeProductsWithoutVendor=false&includeUncategorized=false&leadTime=3&limit=20&minimumAgedInventoryCost=1&offset=0&organizationId=e9e40187-ab02-4fd7-8238-cd2ad830e91b&sampleSizeDays=90&sortDirection=desc&sortTarget=aged_inventory_cost) **Navigate to your [Home](https://restock.happycabbage.ai/home/) page and click the [Aging inventory \< 60 days](https://knowledge.happycabbage.me/home-page-quick-links?hsLang=en)** **quick link** Or, go to the [Products](https://restock.happycabbage.ai/) 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**   - [Getting started](https://knowledge.happycabbage.me/getting-started?hsLang=en#main-content) - [AI + Happy Buyers](https://knowledge.happycabbage.me/getting-started?hsLang=en#ai-happy-buyers) - [Key workflows](https://knowledge.happycabbage.me/key-workflows?hsLang=en#main-content) - [Quicklinks](https://knowledge.happycabbage.me/key-workflows?hsLang=en#quicklinks) - [Ordering](https://knowledge.happycabbage.me/ordering?hsLang=en#main-content) - [Overview](https://knowledge.happycabbage.me/ordering?hsLang=en#overview) - [Building orders](https://knowledge.happycabbage.me/ordering?hsLang=en#building-orders) - [Product lines](https://knowledge.happycabbage.me/ordering?hsLang=en#product-lines) - [Individual SKUs](https://knowledge.happycabbage.me/ordering?hsLang=en#individual-skus) - [Order management](https://knowledge.happycabbage.me/ordering?hsLang=en#order-management) - [Product lines](https://knowledge.happycabbage.me/product-lines?hsLang=en#main-content) - [Overview](https://knowledge.happycabbage.me/product-lines?hsLang=en#overview) - [Creation and editing](https://knowledge.happycabbage.me/product-lines?hsLang=en#creation-and-editing) - [Order settings](https://knowledge.happycabbage.me/product-lines?hsLang=en#order-settings) - [Ordering](https://knowledge.happycabbage.me/product-lines?hsLang=en#ordering) - [Reports](https://knowledge.happycabbage.me/reports?hsLang=en#main-content) - [Automated reports](https://knowledge.happycabbage.me/reports?hsLang=en#automated-reports) - [Inventory health](https://knowledge.happycabbage.me/reports?hsLang=en#inventory-health) - [KPI reports](https://knowledge.happycabbage.me/reports?hsLang=en#kpi-reports) - [Org settings](https://knowledge.happycabbage.me/org-settings?hsLang=en) - [FAQs](https://knowledge.happycabbage.me/faqs?hsLang=en) - [POS integrations](https://knowledge.happycabbage.me/pos-integrations?hsLang=en) - [Customer referral program](https://knowledge.happycabbage.me/customer-referral-program?hsLang=en) - [Data security and compliance](https://knowledge.happycabbage.me/data-security-and-compliance?hsLang=en) - [The Cabbage Patch Blog](https://7613181.hs-sites.com/en/blog) [![Chill listening crop-3](https://knowledge.happycabbage.me/hs-fs/hubfs/HCA_Logo_horizontal-4.png?width=146&height=24&name=HCA_Logo_horizontal-4.png "Chill listening crop-3")](http://happycabbage.io) happycabbage.io Help Center Copyright © 2025, Happy Cabbage Analytics