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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

Inventory optimization

 

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

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

OR go to the All 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
 

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 All 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
  4. Can further refine by store, vendor, 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 quicklink

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

 

 

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 discontinuing products, 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 low profit SKUs

Navigate to your Home page and click the Low profit $ - consider discontinuing quicklink.

This quicklink 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 Inventory health page
    2. Click the Brands tab
    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. Select the Flower category
    3. Set the minimum Predicted days on hand to 46
    4. Sort descending by Predicted days on hand

     

    Identify products more than 30 days overstocked

    Navigate to your Home page and click the Overstock > 30 days quicklink.

    OR go to the All 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

     

    Identify dead stock

    Navigate to your Home page and click the Deadstock quicklink.

    OR go to the All 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
    7. 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 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

    * 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 cC 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

     

    Uncover products with aged inventory by dollars

    Navigate to your Home page and click the Aging inventory < 60 days quicklink.

    OR go to the All 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