Introduction

After expanding to a larger location, a service business found its new retail operation overwhelmed by product movement and lack of inventory controls.

The Challenge

The client quadrupled their retail space and quickly added more than 300 products. Items were selling as fast as they arrived. Without a formal inventory system, service jobs stalled due to stock shortages, and staff had no visibility into what was available.

What We Found

• No inventory system in place before expansion

• Rapid product turnover without tracking

• Service department pulling inventory without controls

• Difficulty maintaining accurate stock counts

What We Implemented

• Installed a multi-client QuickBooks POS system linking service and retail

• Customized workflows for retail sales, service usage, and customer management

• Imported supplier catalogs and built accurate item records

• Performed a full physical inventory reset

• Documented standardized receiving and usage procedures

The Results

• Real-time inventory visibility across both departments

• Faster customer service and job turnaround

• Reduced stockouts and errors

• A scalable system that could support continued growth