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Playbook
How to set up inventory tracking, purchasing, and stock management for your retail business.
Retail inventory playbook covering stock tracking, purchasing, multi-location management, and sales-connected inventory.
Owner's Playbook Summary:
Playbooks are about execution. For a business owner, standardizing operations is the only way to scale without being involved in every single decision. Use this guide to design workflows that your team can run independently on ConfigBiz.
Retail owners and store managers who carry hundreds to thousands of SKUs across one or more outlets. Whether you run apparel, hardware, beauty, or specialty food — the pattern is the same: variants multiply, stock moves between stores, and the shelf hides the system until it is too late.
Every SKU has a home location and a reorder policy. Transfers are requested, not phoned in. Counts are cycle counts, not month-end marathons. Reorder is suggested, not guessed. Margin by SKU is visible daily.
| Retail object | Fields to configure | Rule |
|---|---|---|
| Product / variant | Size, colour, pack, barcode, cost, RRP, supplier SKU, season | Variant shares cost but price can differ by store |
| Stock location | Back room, floor, reserve, damage | Only "sellable" counts toward availability |
| Reorder | Min, max, EOQ, supplier lead time, MOQ | Alert at min; suggested qty = max − on hand − on order |
| Promotion | Start/end, scope, discount, approval | Price change is versioned, not overwritten |
| Store habit | Without config | With ConfigBiz |
|---|---|---|
| Cycle count cadence | Quarterly, painful | Daily 20 SKUs on mobile, rotating A/B/C |
| Transfer trace | Message + memory | Ticket with history + ETA |
| Reorder decision | Gut + supplier push | Policy-driven suggestion you approve |
