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Cycle Steps to Sucess
Cycle Steps to Sucess
Updated over 4 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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