Automatic tasks: fewer calls, more restocking

Half of restocking is finding out

In a store, a good chunk of restocking work is realising something needs restocking. Someone spots a gap, tells someone, who tells someone else… and meanwhile the shelf stays empty.

Orders are the same: the supplier unloads, the boxes sit in the back room and nobody knows whether anyone has counted them yet.

Half of restocking is finding out that something needs restocking.

What a gap costs

In Spain things aren't bad: shelves are well stocked most of the time and get restocked quickly. But every missing point is sales walking out the door, and a good share of them slip away exactly when the most customers come looking for something.

What Pla Logistic does for you

Pla Logistic watches each location's stock and orders and creates tasks as soon as they're needed. Without anyone having to remember:

• Receive an order: when the supplier delivers, a task to count it is created
• Restock: when a product drops below its minimum in a zone, a task to bring it from where there's stock is created
• Recount: if the count doesn't match what was expected, a new count is requested
• Incidents: anyone on the team can open a task by hand for something that doesn't fit

Always to the right person

Each location decides who handles each kind of task. Pla Logistic assigns it on its own and lets that person know, so nobody has to hand out work manually or remember whose turn it was.

The whole team sees tasks instantly: when someone closes one, it disappears from everyone else's list without reloading.

How a task travels

Let's follow the life of a restock task, from start to finish:

1. 11:02

   The last bottles of water on the shelf are sold and the stock in that zone drops below its minimum.

2. 11:02

   At that very moment, Pla Logistic creates the task "Restock water 1.5 L", noting that there's stock in the back room.

3. 11:03

   The task is assigned automatically to the person in charge of restocking in that shop, and they get a notification.

4. 11:15

   That person takes the boxes from the back room, puts them out and closes the task. The stock moves between zones automatically.

5. 11:15

   The task disappears from the whole team's pending list and is kept in the week's history.

Telling people vs. automatic tasks

How to set it up

You don't have to build complicated rules. You just need to tell Pla Logistic two things:

• The minimums for each product in each zone: how much needs to be on the shelf at the very least so it doesn't look empty
• Who handles each type of task in each shop: receiving, restocking and recounting

Every task tells its story

Each task keeps who created it, who it was assigned to, what was done and when it was closed. Closed tasks show up in the week they were closed, so you can review how the week went at a glance.

Over time, that history tells you which products run out most often and where it's worth raising a minimum. That's the logistics of the future: data working for you instead of you working for it.

Questions about automatic tasks