Inventory Essentials

Welcome to Inventory Essentials. Today isn't just about learning software; it’s about taking control of your stock to protect your margins. We will cover the tools you need to track counts, cut shrink, and build a baseline for your inventory health.

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✅ Your Pre-Training Checklist

Please complete these tasks before our session.

For All Sessions:

[ ] Handheld Ready: Ensure your scanner or mobile phone is fully charged.
[ ] App Access: Confirm you can log into the Vori OS app before the meeting starts.
[ ] Have Product Ready: Please bring 3–5 physical items (with barcodes) from your "Center Store" or Pantry section to practice scanning live.

For Virtual Sessions:

[ ] Select the Right Device: For the best screen-sharing experience, please plan to join our call from a computer, laptop, or tablet (not a mobile phone).
[ ] Do a Quick Tech Check: Please test Google Meet beforehand to ensure your device settings are enabled so you can hear us, speak, and share your screen.

🚂 Our Training Agenda

Welcome & Strategy

Purpose: Overview of Inventory Essentials and how it protects your margins.
Strategic Rollout:
- Start Small: Why we focus on one department at a time.
- Center Store First: Why we avoid starting with high-complexity areas like Produce or Meat.
- POS Discipline: The critical importance of cashier scanning habits for data accuracy.

Master the Mobile Workflow (Vori OS)

Scan & Search: How to check an item’s status and history before taking action.
Movement Data: Understanding the Movement Graph (7-Day vs. 4-Week views) to spot trends before changing a count.
The 4 Action Modes:
- Restock: Adding received goods to the shelf.
- Shrink: removing unsellable items and selecting Reason Codes (Damage, Theft, Spoilage).
- Count: Performing a hard reset (cycle count).
- Manual: Using Set vs. Adjust for on-the-fly corrections.

✅ Your Pre-Training Checklist

🚂 Our Training Agenda

Welcome & Strategy

Master the Mobile Workflow (Vori OS)

Back Office Management