Start at the delivery.
Record what was received and keep the purchase context close. A stock question may begin before anything reaches the shelf.
KNOW WHAT IS ON THE SHELF
The shelf has a story.Keep a record of it.
What came in? What moved to the bar? What was sold? Bring purchases, transfers, sales and counts together before a small difference becomes a big argument.
Built around the people doing the work.
THE WORK, MADE VISIBLE
An evening count, in context.
Bar store · sample stock record
Start with the records
36 bottles
Expected at closeout- Opening stock
- 48 bottles
- Recorded sales
- 12 bottles
- Other movements in example
- None
In this simplified example, 48 opening bottles minus 12 sold leaves 36 expected.
Illustrative scenario · explore each step above
ONE CONNECTED PLATFORM
- Purchases
- Transfers & sales
- Stock counts
A CLOSER LOOK
Count less on memory.
More on the records.
Follow the movement.
Keep transfers and recorded sales in the story. A change in location is different from a sale, and both matter when counting.
Make differences visible.
Compare the count with expected stock. A shortfall is a reason to check the records and talk to the team, not jump to conclusions.
GOOD QUESTIONS
Before you
take the next step.
A few practical details. If your setup is different, let’s talk it through.
Ask the teamDoes a stock difference mean something was stolen?
No. A difference can have several causes, including an incorrect count or a missing record. Check the evidence before drawing a conclusion.
Can we track stock moving between the store and bar?
Transfers are part of the stock story alongside purchases, sales and counts. Bring your locations and daily transfer routine to the demo.
What should we bring to an inventory demo?
A small product list, the units you buy and count in, and an example of how stock moves through your business. This helps us discuss a setup your team can follow.