Keep the store stocked
Small-store stock control fails between documents: the count says one thing, the order was from memory, and the delivery never got checked. This pack closes the loop — what you count feeds what you reorder, the reorder becomes the purchase order, and the delivery is checked against exactly that order.
For: Small retail shops, cafés and single-location stores.
What “done” looks like: Done: today's numbers are written down, losses are explained, the order went out with real quantities, and what arrived was counted against what was ordered — differences visible now, not discovered next month.
The flow
- Step 1Run the daily routineOpening & Closing Checklist
Every day, the same list — so any staff member opens and closes the store the same way.
- Step 2Count what's on handInventory Count Sheet
Counting day. Expected versus counted, and the variance works itself out — blanks stay blank.
You decide: What "expected" means for you — the last count, or what your records say.
- Step 3Record damage and lossWaste & Loss Log
Something breaks, expires or goes missing — write it down while you still remember why.
It's the explanation your next count's differences will need.
- Step 4Decide what to reorderReorder List
The count is done and some rows came up short.
Items counted below their expected level come over, with the count as on-hand.
You decide: Order quantities — the list shows what's short; you decide what to buy.
- Step 5Send the order to a vendorPurchase Order Form
The order goes to a vendor.
Items and order quantities come over; you add the vendor and prices.
- Step 6Check what arrivedReceiving Log
The delivery lands at the back door.
Ordered items and quantities come over — you fill in what actually arrived.
This one is built for the aisle. Count on your phone with the shelf in front of you, and the reorder list builds itself from those same numbers before you're back at the register.
What you get
This is the actual Inventory Count Sheet before you type anything — brackets are the blanks you fill. Every document downloads as PDF or Word.
| Item | Unit | Expected | Counted | Variance |
|---|
What this pack doesn’t do
- No inventory valuation, cost-of-goods or tax math — these are counting records, not accounting.
- Food-safety logs (temperatures, HACCP) are deliberately absent — those follow health-department rules that vary by county.
- It doesn't sync with a POS or track stock in real time. It's the paper layer that keeps the humans honest.
Questions people actually ask
- What does a blank variance mean?
- That the item wasn't counted, or a number is missing. Blanks never mean zero — an uncounted item shouldn't look reconciled.
- Can I use it for more than one location or section?
- Yes — each sheet has a location line. Run one per section and keep the files separate; they don't overwrite each other.
- Why is there no dollar value on the waste log?
- Because pricing a loss is an accounting judgment. The log records what happened; your accountant decides what it was worth.
These are operating records, not accounting or compliance documents. They do not value your inventory, calculate tax, or cover food-safety or labor requirements — those depend on your state and local rules.