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Stock and pricing decisions

Know your stock. Plan your next move.

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.

Check your POS connection

See when a manual check is needed.

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.

Connect the receiving handover

Spot margin pressure when costs change.

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:

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.

Your next step

See how it fits your shop.

Tell us the part of your working day you want to improve. We will arrange a demo, check your systems and explain the proposed scope and costs.

Request a tailored demo