Inventory & stock control
How this is scored
Whether the stock figure can be trusted: every goods receipt, sale, transfer, return and correction booked as a movement, stock per location and channel, batches, serial numbers and best-before dates where the goods need them, reorder points and purchase orders, and stock synchronised to every sales channel so nothing is oversold.
0 — No stock keeping; quantities live in the shop or in a spreadsheet.
3 — A stock number per product that can be edited by hand, with no movement history, no locations and no link to purchasing.
5 — Stock per product and warehouse updated by orders and goods receipts, synchronised to the connected sales channels, with low-stock alerts and purchase orders to suppliers.
8 — Every movement booked with a reason and a user, stock per bin location, batches, serial numbers and expiry dates tracked, stocktaking (cycle or annual) supported, bundles and kits resolved to components, and reorder suggestions from sales history.
10 — The stock record is an audit-proof ledger: complete movement history exportable, inventory valuation method stated (FIFO, average cost), multi-warehouse and multi-entity stock with transfers in transit, demand forecasting documented, and the stock figure reconciled across every channel in near real time.
The Transport Planner
Every stock movement is booked with a reason and the user who performed it, stock sits per bin location, batches and best-before dates are captured at goods receipt with FEFO picking and expiry warnings, stocktaking is supported, and valuation by LiFo, FiFo or weighted average is stated. Reorder points with suggested orders, demand planning with automated purchasing, and live stock sync to Shopify round it out — this stock figure looks trustworthy. Serial numbers appear only as an optional prompt during picking, which is why I stop just below the top level. 3 10 9 2