Dashboard
Getting set up
Units on hand
Stock movement
Movement this week
Needs attention
Alerts
Top movers · 30 days
Count progress
Cold chain
Shopify sync
Sync controls
Orders auto-sync every 10 minutes. Push sends this system's counts to the store — only do it once real stock is entered.
Products
| SKU / UPC | Item | Cat | On hand | ABC | Lots | Next best-by | Status |
|---|
Reports
Stock summary
Every item with on-hand counts, lots and next best-by, grouped by section. The month-end snapshot.
Lot traceability
Every active lot with pack & best-by dates, plus full movement history — where everything went. Your recall document.
Count sheet
A blank-count column beside every item, for physical stocktakes on a clipboard.
Reorder & safety stock
Calculated reorder points from real demand — average daily use over the lead time, plus safety stock for demand swings — with order-now quantities in whole cases.
Allergen matrix
Every item against Canada's priority allergens, plus any recipe that drags in an allergen the finished item doesn't declare.
Cold chain log
Temperature readings by location with anything out of range flagged — the record a food-safety audit asks to see.
Turns, cover & ageing
How hard each item is working — stock turns, days of cover, dead stock and lots approaching best-by. Measured in units, since costing lives in Sage.
Waste & shrink
Everything written off in the last 90 days, grouped by what actually happened to it — damage, expiry, production loss or stock that simply went missing.
ABC & cycle count plan
Which items drive your volume, and the rolling count schedule that follows from it — A items every 30 days, B every 60, C every 120.
Full backup
A complete snapshot of every item, lot, location and movement as a single JSON file — your own copy, independent of the cloud database. Keep one before and after each stocktake.
Sage / accountant export
Month-end inventory count as a CSV your bookkeeper can import or work from — every item with UPC, quantity, case equivalent, and lot detail. Costing stays in Sage.
Activity
| When | SKU | Qty | Type | Lot | Destination | Note | By |
|---|
Count mode
| SKU | Item | System | Counted | Lot # | Best-by |
|---|
Purchasing
Admin
Team & access
Locations
Backups
System self-test
Recent item-master changes
Orders
Schedule
Contacts
Customers — one step forward
Suppliers — one step back
Trace & recall
Bulk import
Columns (header row required, any order): sku, name, section, category, size, case_pack, upc, uom, reorder. Only sku and name are required — e.g. paste just sku,upc to bulk-load barcodes.