Weekly Sales and Inventory Review

Pull units per transaction, average transaction value, and conversion against door count from the POS dashboard. Flag any associate whose UPT is 30%+ below team average for coaching at the next shift huddle.

Rank by sell-through and gross margin, not just units sold. A high-volume low-margin SKU that's eating end-cap real estate is a different problem than a slow seller in a back-corner four-way.

Check redemption rate on this week's BOGO, GWP, or loyalty offers. Note any promo where the discount cut margin below the cost-protection floor — those need district manager review before they renew.

Pull available-to-sell, on-PO, and in-transit by SKU from the inventory system (NetSuite, Cin7, Lightspeed). Reconcile against any open receiving discrepancies from the past week before treating the numbers as truth.

WOS = on-hand ÷ average weekly sell-through. Categories under 2 WOS are reorder candidates; over 12 WOS are markdown candidates. Adjust thresholds for seasonal departments (swimwear in May vs. October).

Run the aging report for stock over 90 days on hand. Common gotcha: returned merchandise that re-enters inventory at original receipt date masks true age — filter on last-sold date, not received date.

Pull this week's cycle count results from the stockroom team. Variance over $250 or 5% on a single SKU should not be auto-adjusted — investigate for receiving error, mis-scan, mis-labeled stock, or shrink before posting the adjustment.

Pull SKUs over 12 weeks of supply or under 20% sell-through after 60 days. Note current markdown stage (first, second, third, terminal) so the next reduction follows the markdown matrix rather than guesswork.

Any markdown that drops the SKU below cost requires district manager sign-off — store managers can't unilaterally approve below-cost. Document the GMROI impact in the markdown log.

Send the markdown list with cost, current price, proposed price, and weeks-on-hand. DM has 48 hours to approve, counter, or reject before the markdown event is staged for the floor.

Print new tags from the POS markdown batch. Common mistake: floor tags reprinted but POS price not pushed — register rings the old price, customer disputes, manager override eats time. Verify both before opening.

Pull SKUs under 2 weeks of supply that aren't being walked down intentionally. Cross-reference vendor lead time — a 3-week lead time on a 2-WOS item means you're already stocking out before the PO arrives.

For vendor-direct, submit through the vendor portal with the PO number from the inventory system. For DC replenishment, file the allocation request with the planner. Confirm receipt acknowledgment within 24 hours.

Pull RTV-eligible items per vendor agreement (defective, recalled, or seasonal carry-back). Most vendor agreements require RTV claims within 30 days of receipt — file late and the credit is forfeit.

Pull NPS, loyalty CRM notes, and any logged complaints from the past week. Look for repeat themes — three customers asking for a sold-out size in a week is a real signal, not noise.

Include comp sales, traffic, conversion, top/bottom SKUs, markdown actions taken, and reorder PO total. The DM uses this for the Monday district call — late submissions delay the whole region's review.