Use sales history, shelf targets and available stock records to plan restocking. Review supplier cost changes against your margin targets before deciding what to do with the shelf price.
A demonstration first. A scoped subscription proposal before configuration.
Give the next order some context.
A product's sales pattern, case size and stock position all matter when deciding what to
order. IntakeBolt brings them together in the product's Stock tab, with guidance your team
can review before placing an order.
01 / Understand the pattern
See how the product moves.
Use recent sales history to understand the selling rate and plan how much to keep on
the shelf. The sales-based guidance uses a 90-day pattern, with receipt history able to
provide limited guidance where sales history is insufficient.
02 / Set the shelf target
Work around your refill rhythm.
Review the shelf target and refill rhythm for the product. Pack sizes and available
shelf-life settings help shape the guidance, so the suggested quantities have context.
03 / Review the suggestion
Decide what to restock.
Where reliable tracked stock is available, review suggested order quantities in units
and cases, alongside approximate reorder timing. Your team checks the suggestion and
remains responsible for placing the order.
Reorder estimates currently use a two-day lead-time assumption. Check your supplier's actual
lead time, incoming deliveries and any change in demand before acting on the estimate.
Know what the guidance is based on.
Check the stock and sales records.
Stock tracking, synced data and enough history determine which guidance is available.
IntakeBolt shows freshness information and warnings so your team can see when records
need attention.
Shelf guidance can still be available from sales when a reliable stock count is
missing. Order quantities and reorder timing are withheld until the stock requirements
are met. If there is not enough history to make a useful suggestion, review the product
manually.
A new supplier cost can change the margin on the product you already sell. With pricing
updates enabled, IntakeBolt compares the invoice unit cost with the selling price and your
configured margin targets, accounting for VAT in the comparison.
Review a price against your target.
Where the necessary cost, price and VAT information is available, review margin
warnings and a suggested selling price based on your target. Your team decides whether
a price change is appropriate.
Keep the existing promotion in view.
Available promotions from your connected POS can be shown alongside the review.
Consider those details when deciding on a price; a target-based suggestion does not
predict how customers will respond.
Pricing updates require an enabled module and configured targets. We confirm the available
workflow and scope during your demo and subscription proposal.
Explore invoice and cost review.
Planned development
More support for the decisions ahead.
Our direction goes beyond the current stock and pricing guidance. These are planned areas
of development, with availability and scope to be confirmed separately:
Fuller stock accounting and reconciliation.
Product-performance and best-selling product views.
Wastage recording and analysis.
More adaptive pricing and promotion recommendations.
Tell us which decision matters most to your shop. We will explain what you can use today
and identify any requirements that depend on future development before you agree a proposal.
Start with the decision you want to improve.
Whether you want to review restocking quantities or check supplier cost changes, we can
demonstrate the relevant workflow and assess your POS data, stock tracking and configuration.
If you know your current refill routine and margin targets, they help tailor the conversation.
It is fine to discuss these together later.