Sales and Inventory Workflow Setup

Overview
A small business needed a better system to connect sales activity with inventory tracking.

The Challenge
Sales were being recorded separately from inventory, causing stock discrepancies and last-minute shortages.

What Was Done

  • Mapped how products moved from inventory to sale
  • Created a unified workflow linking orders to stock levels
  • Established clear rules for when inventory should be updated
  • Trained staff on a consistent process for tracking sales

Results
Inventory became more accurate, reducing stock issues and improving reliability for both staff and customers.