Brand audits

Sales & Inventory → Inventory → Brand audits spreads inventory counting across the quarter: every store counts each brand it carries once, a few brands a day, instead of a big count at the end. It needs the Retail add-on and Lightspeed connected.

Turn it on

A company Admin opens Audit settings at the bottom of the page:

1. Tick Run quarterly brand audits.
2. Pick the day for the Weekly progress email (or No emails).
3. Under Who gets each shop's email, pick the location for each shop. The email goes to that location's shared inbox and the people at that location (set them up on the Locations page). Shops and locations with the same name are matched for you.
4. Click Save audit settings.

The checklist

Each quarter, every shop gets the brands it carries: any brand with an item in stock there or with a reorder level above 0 in Lightspeed. The list stays current through the quarter: a brand the shop starts carrying is added, and one it stops carrying is set aside (unless it was already counted). Brands a shop didn't finish last quarter are marked Priority and listed first.

Pick the Shop, count a brand in Lightspeed, and tick it. Each brand shows who counted it and when, and has a Note for anything to remember. Use Find a brand to jump to one.

Progress

Progress shows every shop's brands counted, to go and the percent done, best first, with the days and business days left in the quarter. The checklist says about how many brands a business day the shop needs to count to finish on time.

The weekly email

On the chosen day, each shop's location gets an email with brands counted and to go, days left in the quarter, about how many brands a business day to finish, the Priority brands still to count, and a link to the shop's checklist.