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Cycle Steps to Sucess

Updated over 10 months ago

Follow these steps in the correct order for each inventory cycle to achieve maximum efficiency and cost control. If you need clarification or assistance, submit a request via the Online Support Portal.


Step 1: Approve/Input Invoices Daily

Enter and approve invoices each day during the cycle to ensure accuracy and up-to-date data.

Step 2: Count Ending Inventory with Xpress Count App

Use the app to complete your end-of-cycle inventory count.

Step 3: Pre-Sales Troubleshooting

  • Complete troubleshooting immediately after counting inventory.

  • If counting the night before, troubleshoot the same night—don’t wait until morning.

  • The person who does the count must handle troubleshooting.

  • Review and confirm the ending count for each item in the ‘Usage Change,’ ‘No Ending,’ and ‘Negative Usage’ reports.

Step 4: Review Cost of Sales

  • Wait until the following morning for polling to finish, then review the Cost of Sales.

Step 5: Post-Sales Troubleshooting

  • Review and confirm the ending count for items in the ‘Usage Change,’ ‘No Ending,’ ‘Negative Usage,’ and ‘Top Variances’ reports.

Step 6: Review Ideal Cost Reporting

  • If available, review your Ideal Cost reports the next morning after PMIX polling completes.

Step 7: Plan for Success

  • Communicate best practices to your team daily.

  • Review the effectiveness of controls for last cycle’s daily count items.

  • Adjust daily counts or purchasing based on excess inventory as needed.

Step 8: Begin New Cycle

  • Start the new cycle the first day after polling completes.


Important for GMs:

Master each step before delegating to an assistant.


Using the Expressway Helpdesk Support & Training

Support is for when something isn’t working as expected, and Training is for when you need to learn how to complete a task.

Support Hours

  • 9 AM – 8 PM EST, 7 days a week.

  • 24-hour support on scheduled count nights.

Training Hours

  • 9 AM – 5 PM EST, Monday – Friday (excluding certain holidays, see SLA).

  • Training must be scheduled in advance by the GM.

  • After-hours training is available by prior arrangement.

Key Notes

  • Support and training calls may be recorded for quality assurance.

  • Submit support requests via the Online Support Portal instead of trying to troubleshoot on your own. Use your time to run the store effectively.

  • Use the 800-498-4489 number for support only if your internet is down.

  • Provide detailed descriptions when requesting support for faster service.

  • The Expressway Helpdesk responds to support requests within 30 minutes during business hours and 60 minutes outside those hours. Be ready to answer their call.

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