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Get Started with Inventory Essentials

Built for speed and simplicity, so stores can move faster, stay in stock, and avoid daily fire drills.

What is Inventory Essentials?

Inventory Essentials is built for speed and simplicity. It allows grocers to move faster, stay in stock, and protect margins without the heavy lift of a perpetual inventory system.

Unlike traditional inventory models that require perfect data entry for every single delivery, Essentials focuses on floor-driven workflows. It empowers your team to use scan-based ordering and visual confirmations to keep shelves full and avoid daily fire drills.

Core Philosophy

  • Speed > Accuracy: Nothing beats a fast visual process. Don't sweat exact counts if the shelf looks good.

  • Floor-Driven: Decisions happen in the aisle, not the back office.

  • Visual Ordering: Use scan data to build fast orders that keep shelves stocked (Q1 '26). 

Features Available Now

You can start managing your store today with these tools:

  • Inventory Snapshots: Scan your floor to create clear, time-stamped baselines of what you have on hand.

  • Shrink Tracking: Track spoilage, damage, and theft directly in the app to catch margin leaks early.

  • Invoicing & Smart Pricing 2.0: Catch cost changes and pricing errors with smart alerts.

  • Sales Tracking: Items sold at the POS are automatically deducted, giving you a "theoretical" on-hand count to help guide ordering decisions.

  • Scan-Based Ordering: Build fast, shelf-driven orders using scan data and live vendor catalogs (Q1 '26). 

Coming Later: Inventory Advanced

By end of Q1 2026, the Inventory Advanced tier will introduce powerful new tools designed for precision, automation, and scale. These features will shift the focus from "floor speed" to "system-driven control."

  • Perpetual Inventory: Move from snapshots to always-on, real-time tracking where every scan, receipt, and invoice updates your counts automatically.

  • Automated Order Replenishment: Enable par-based ordering where the system suggests orders based on precise stock levels, demand, and lead times.

  • Invoice-Driven Receiving: Receive deliveries once against the invoice to automatically update inventory, reconcile costs, and trigger vendor credits.

  • Centralized Management: Designed for multi-store operators to maintain a single source of truth across all locations.

  • Vendor Credit Automation: Full tracking and automation for vendor credits and returns.

Best Practices for Success

Adopting Inventory Essentials is about changing habits on the floor.

1. Start Small: Center Store First: For stores using Inventory Essentials, we recommend starting your journey in the Center Store (Pantry, Frozen).

  • Why? These items use Manufacturer UPCs and are sold by the "Each," making them easy to scan, and track.

  • Caution: Avoid starting with Produce or Meat. These areas are difficult to track due to high shrink, trimming, and complex units of measure (pounds vs. each).

2. Master the "Scan & Order" Flow: Focus on using the handheld scanner to walk the aisles. If you see a hole on the shelf, scan it, check the "On Hand" snapshot to see if you have backstock, and if not, add it to your order immediately.

3. Fix POS Habits: For your data to be useful, cashiers must scan each item individually. If a customer buys 5 different flavors of yogurt, the cashier cannot scan one flavor 5 times. This creates "phantom inventory" and messes up your reorder snapshots.