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Wholesale inventory operations checklist

Wholesale teams juggle inbound containers and outbound pallets. A short checklist keeps posts ahead of reconciliation.

Published Monday, October 5, 2026

  • Master data Monday

    Confirm top SKUs, suppliers, and customers in catalog and partners. Import CSV for bulk changes instead of editing shared sheets.

  • Daily posts

    Confirm POs, receive into receipt drafts, fulfill sales orders to shipments, and post when physical picks match lines.

  • Month-end spot check

    Compare dashboard KPIs to document lists, export warehouse CSV for high-variance SKUs, and hand finance journal-style CSV from Settings when needed.

Stop reconciling spreadsheets.

Create a workspace, import or add master data, and post your first receipt or shipment to see totals align.

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How to leave spreadsheets

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Press ⌘K or Ctrl+K