Savvy Lite — inventory readiness checklist

Use this list before you turn on Savvy Lite for day-to-day stock: it covers who does what in the system, how clean your item file should be, opening quantities, and how Savvy Lite should line up with your other tools and reports. When you are ready for a full multi-branch ERP, many of the same habits still apply — see alsoSavvy ERP.

How you get this checklist We do not attach a separate PDF from our servers. The checklist is this page — always current.

Print or PDF: use the button below (or your browser’s Print). In the print dialog, choose Save as PDF if you want a file to share internally.
Optional email: enter your work email if you want us to confirm the link and so our team knows you’re planning a Savvy Lite rollout (same page; no extra download).

1. People & roles (inside Savvy Lite)

Assign one owner for item master data in Savvy Lite (SKUs, units, categories, barcodes if you use them).
Decide which roles may post receipts, sales/issues, transfers between locations, and stock adjustments.
Plan a short walkthrough for shop floor or warehouse staff: receive → sell/issue → adjust — in that order.

2. Product & location data (before first sync)

Remove duplicate items and agree on one naming style so every row in Savvy Lite maps to one real product.
Define every warehouse or store location you will track in Savvy Lite (you can start with one, but name it clearly).
Align with finance on costing (e.g. average vs FIFO) so valuation in Savvy Lite matches how books expect it.

3. Opening stock & cutover

Pick a count date or trusted baseline for opening quantities you will load into Savvy Lite.
Where possible, pause parallel stock movements during import, then clear exceptions in one pass.
Write down known variances so finance can post adjustments without guessing.

4. Connections to other systems vs. reports in Savvy Lite

These are two different things: integrations are data flowing into or out of Savvy Lite from other apps; reporting is what you read inside Savvy Lite (or exports) to run the operation week to week.

Integrations (data in / out): List each system that must stay in sync with Savvy Lite stock — for example your POS, online shop, or accounting export. For each one, note whether Savvy Lite is the source of truth, whether stock is pushed automatically or by file, and who fixes it when counts disagree.
Reports in Savvy Lite (operational rhythm): Choose three reports or screens you will review every week in the first month (for example stock on hand by location, movement history, and valuation or margin). Book time on the calendar so they actually get used.
Alerts: Turn on or assign someone to low-stock / reorder alerts in Savvy Lite for the first two weeks after go-live so shortages surface early.

Tip: in the print dialog, choose “Save as PDF” if you want a file instead of paper.

Optional: email me this page

We will not add you to marketing mail unless you ask. This only stores your email so we can send you the Inventory-Checklist link and notify our team that you are exploring Savvy Lite — helpful if you want a quick follow-up.