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Get Started with Inventory Essentials

Inventory Essentials gives you the tools to track on-hand counts, monitor shrink, and establish a baseline for your store’s inventory health.

What is Inventory Essentials?

Inventory Lite is the first step toward total inventory control. It allows you to track inventory levels and product movement. Currently, this system requires some manual upkeep to ensure your data remains accurate as you receive new goods.

Available Features

You can start managing your store's inventory today with these core features:

  • Initial Setup: Scan your floor and manually count everything available to set your accurate baseline.

  • Sales Tracking: Once counted, any item sold at the POS is automatically deducted from your inventory count.

  • Shrink Tracking: You can track shrink (spoilage, damage, theft) directly in the app to keep your counts honest.

  • Receiving (Manual): Currently, when you receive a delivery, you must manually update the counts for those products to keep inventory up to date.

Best Practices for Success

Adopting a new inventory system is 90% process and 10% software. Follow these principles to ensure a smooth transition.

  • Start Small: Do not try to count the entire store in one day. Master the process in one area before expanding.

  • Center Store First: We strongly recommend starting with Center Store Pantry items. These are shelf-stable, have low shrink, and simple units of measure.

  • Fix POS Habits: Cashiers must scan each item individually. If a customer buys 5 different flavors of yogurt, the cashier cannot scan one flavor 5 times. This will ruin your inventory accuracy.

⚠️ Caution: Avoid starting with Produce or Meat departments. These areas are difficult to track due to high shrink, trimming (e.g., cutting fat off steak), and complex units of measure (pounds vs. each).

Coming Soon: Perpetual Inventory

In Q1 2026, the next major update will introduce "Perpetual Inventory" features to automate the receiving process.

  • Par-based Ordering: The system will help automate ordering based on your defined stock levels.

  • Restock from Invoices: Inventory will automatically update based on your invoices, removing the need to manually add new stock.

  • Bulk Updates: Upload bulk inventory updates via spreadsheet to establish your baseline or set PAR/MAX levels.