Getting Started

START HERE

Set up your first inventory record

You need a list of items, a location for each one and a way to record a count. The goal is a record you will actually update, not a perfect database.

1. Choose a SKU pattern

Use a short, readable code that includes category and a sequence.

Avoid codes only one person understands.

2. Record the location

A shelf, bin or room is part of the record.

Without a location, a count becomes a search.

3. Set the first quantity

Count once and mark the date and counter.

The first count is your baseline.

4. Pick a reorder point

Use lead time and normal usage, then check it monthly.

Write the trigger where the order is made.

A QUICK CHECK

Before you begin

  • Every active item has a SKU.
  • Every SKU has a location.
  • The first count has a date.
  • The reorder point has an owner.

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