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Backstock Events & Aging

Backstock Events & Aging Seasonal events help you coordinate inventory activities around key retail dates, while aging reports keep track of how long invento...

Written by Ryan VanVuren

Seasonal events help you coordinate inventory activities around key retail dates, while aging reports keep track of how long inventory has been sitting. Together, these tools ensure your backstock stays fresh and your team is prepared for busy periods.


What Are Backstock Events?

A backstock event represents a coordinated inventory activity tied to a date range -- usually a seasonal retail event like Back to School, Holiday, or a store-wide clearance. Events help your team know:

  • What bins to pull from storage ahead of the event

  • How many bins need to be on the floor

  • When to start preparing (prep days before the event)

  • When to store bins back after the event ends

  • Overall progress toward readiness


Events Dashboard

The Events page is divided into several sections:

Stats Row

Four stat boxes at the top show:

Stat

Description

Active Events

Events currently in progress

Upcoming Events

Events scheduled for the future

Bins to Pull

Total bins that need to come out of storage for active/upcoming events

Bins to Store

Total bins that need to go back into storage after completed events

Quick Actions

Button

What It Does

New Event

Opens the Create Event form

From Template

Creates an event from a saved template (for recurring events)

Alerts

Shows event-related alerts (upcoming deadlines, overdue actions)

Bins to Pull

Shows a list of bins that need to be pulled from storage

Bins to Store

Shows a list of bins that need to go back into storage

Event Tabs

Three tabs organize your events:

  • Active -- Events currently in their date range

  • Upcoming -- Events that have not started yet

  • All Events -- Complete list of all events regardless of status

Timeline

The right sidebar shows an Upcoming Timeline of event milestones, color-coded by urgency:

Color

Meaning

Blue

Normal -- action needed in the future

Orange

Soon -- action needed within a few days

Red

Urgent -- action is overdue or needed today

Readiness Overview

Below the timeline, the Readiness Overview shows how prepared your store is for each upcoming event.


Creating an Event

  1. Click New Event on the Events page

  2. Fill in the event details:

Field

Required

Description

Event Name

Yes

A descriptive name like "Back to School 2025" or "Holiday Season"

Color

No

A color for visual identification on the dashboard

Description

No

Brief notes about the event

Start Date

Yes

When the event begins

End Date

Yes

When the event ends

Prep Days Before

No

Number of days before the start date to begin pulling bins (default: 7)

Categories to Include

No

Which POS and custom categories are relevant to this event

Bin Target

No

Choose to include all matching bins or set a specific target count

Priority

No

Low, Medium, High, or Critical

Recurring

No

Check if this is an annual event (creates a template for next year)

  1. Click Create Event

Category Selection

When selecting categories, the system shows a searchable dropdown with checkboxes. You can:

  • Search for categories by name

  • Select All or Clear All with one click

  • See a bin count preview showing how many bins match your selected categories, split by on-site and off-site

Tip: Select categories before setting a bin target. The bin count preview helps you decide how many bins to target.


Event Lifecycle

Events move through several statuses:

Status

Badge Color

Meaning

Upcoming

Blue

Event has not started yet -- prep work may be underway

Build Up

Orange

Prep period has started (based on prep days setting)

Active

Green

Event is currently in progress

Wind Down

Pink

Event is ending -- time to start storing bins back

Completed

Gray

Event has ended and all bins are accounted for

Cancelled

Red

Event was cancelled before completion


Tracking Progress

Click any event card to open the Event Progress modal:

Overall Progress Bar

A visual bar shows the percentage of bins that have been processed, with counts for:

  • Bins Pulled -- How many bins have been retrieved from storage

  • On Floor -- How many are currently on the sales floor

  • Stored Back -- How many have been returned to storage after the event

Updating Progress

  1. Select an Action: Mark Bins as Pulled, Mark Bins on Floor, or Mark Bins Stored

  2. Enter the Count of bins

  3. Select the Employee performing the action

  4. Optionally add Notes

  5. Click Update Progress

Progress History

A table at the bottom shows all progress updates with timestamps, actions, counts, employees, and notes.


Editing and Deleting Events

Editing

  1. Click the edit button on any event card

  2. Modify any field including name, dates, categories, target count, priority, status, or notes

  3. Click Save Changes

Deleting

  1. Open the edit modal for the event

  2. Click the red Delete button in the bottom-left

  3. Confirm the deletion

Warning: Deleting an event removes all progress history. If the event just needs to be cancelled, change its status to "Cancelled" instead.


Event Templates

For recurring events (like annual Back to School), the system can save templates:

  1. When creating an event, check This is a recurring annual event

  2. After the event completes, it is saved as a template

  3. Next year, click From Template and select the saved template

  4. The system pre-fills all fields with last year's settings -- just update the dates


Aging Reports

The Aging page provides a visual breakdown of how old your inventory is, organized by category.

Accessing Aging Reports

Navigate to the Aging page from the Backstock section in the sidebar, or from the Reports page.

Summary Stats

Four summary boxes at the top show bin counts by age bracket:

Bracket

Range

Color

Meaning

Fresh

0-90 days

Green

Healthy inventory -- recently acquired

Aging

91-180 days

Yellow

Getting older -- consider floor rotation

Stale

181-365 days

Orange

Needs attention -- prioritize for clearance or events

Critical

366+ days

Red

Over a year old -- urgent action needed

Aging Chart

A horizontal stacked bar chart shows each category with its bins broken down by age bracket. Categories with more stale/critical bins are easy to spot.

Filters

Filter

Options

Purpose

Sort By

Total Bins, Name A-Z, Oldest Bin, Most Stale

Change how categories are ordered

Location

All Locations, or a specific location

Focus on bins at a particular storage area

Min Bins

All, 1+, 5+, 10+

Hide categories with very few bins to reduce clutter

Export

Click Export to download the aging data as a CSV file for further analysis in a spreadsheet.


Reports & Analytics Page

The full Reports & Analytics page provides a comprehensive view with multiple report sections:

Report

What It Shows

Inventory Aging by Category

The main aging chart (same as the Aging page)

Age Distribution

A bar chart showing bin counts across age ranges

Category Health

A health score for each category based on age and bin count

Location Utilization

A table showing bins per location with average age

Stale Inventory

A list of the oldest bins that need attention

Activity Summary

Action counts, top performers, and most active categories over a time period (7, 30, or 90 days)

Exporting and Printing

  • Click Export CSV to download all report data

  • Click Print to generate a printable version of the reports page


Team Notes

The Notes page provides a shared space for team communication about backstock:

Creating a Note

  1. Fill in the note form at the top of the page:

    • Title (optional) -- A short headline

    • Your Name -- Who is posting

    • Note Content (required) -- The message

    • Start Date (required) -- When the note becomes active

    • End Date (optional) -- When the note expires (leave blank for no expiration)

    • Pin this note -- Check to keep the note at the top of the list

  2. Click Post Note

Interacting with Notes

  • Filter: Use the All / Active / Pinned buttons to filter the notes list

  • Pin/Unpin: Toggle a pin to keep important notes visible

  • React: Add reactions to notes

  • Comment: Add threaded comments to discuss a note

  • Edit/Delete: Modify or remove notes you created

Tip: Use pinned notes for standing instructions like "Always check bin ages before stocking the floor" or "Storage Unit 112 key is in the cash drawer."


Troubleshooting

Events are not showing the correct status

Event status is calculated from the current date relative to the start/end dates and prep days. If the status seems wrong, open the event and verify the date fields are correct.

The aging chart is empty

Make sure your bins have a Main Category assigned. Bins without a main category do not appear in the aging-by-category chart. Also check the "Min Bins" filter -- if set to "5+", categories with fewer than 5 bins are hidden.

Bins to Pull shows zero but I have an active event

The "Bins to Pull" count depends on the categories selected for the event. If no bins match the event's categories, the count will be zero. Verify the event's category selections match the categories assigned to your bins.


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