Retail

Shop and online stock that agree

A reorder list and a draft campaign for slow lines. The buyer orders; the owner sends the campaign.

Example workflow

How it runs

The tools it reads, what the agent does with them, what it hands over, and the person who says yes. Nothing is sent until they do.

Reads

Shopifyonline orders
Squareshop sales
Xerocosts and margins

Agent

Claudechecks the two counts each night
  1. finds where the counts disagree
  2. ranks lines by margin
  3. drafts a reorder and an email

Hands over

A reorder list and a draft campaign for slow lines

Approves

The buyer orders; the owner sends the campaign

Illustrations on made-up examples, not records of client work. Logos name the tools these businesses commonly use; they are their owners’ trademarks and do not mean a partnership or endorsement.

The template

Where this business starts

retail.template.yamlTemplate
departments:    shop floor, online, buying, finance
already_uses:   Shopify or Square, Xero, an email tool
gaps:           shop and online stock disagree
first_pipeline: nightly stock check → a reorder list
approves:       the buyer

Templates on made-up examples, not records of client work. Tool names are examples of what such businesses commonly use, not partners or endorsements.

Templates

Other templates

Tell us what you're working on

Email is the best way to reach us. A few lines on the problem and the systems involved are plenty to start with.