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Workflow · Stock and products · Opening soon

Inventory shrinkage by location

Compare expected stock to counted stock by store. Show shrinkage units, value, and rate, with a status for each product.

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Someone typed

“compare expected stock to counted stock in the lightspeed stock count export by store, join the lightspeed products, and show shrinkage units, value, and rate off expected stock; status Agrees at 2% or less, then Small, Moderate, or Large shrinkage”

The agent read it as

Compare expected stock to counted stock in the Lightspeed stock counts by store, join the Lightspeed items, and show shrinkage units, value, and rate off expected stock, with status Agrees at 2% or less, then Small, Moderate, or Large shrinkage; Small ≤10%, Moderate ≤20%, Large >20%.

What the agent built

6 steps, each one an ordinary Mammoth step you can open and change.

  1. File
    Lightspeed stock counts
    CSV export · 24 rows
  2. File
    Lightspeed locations
    CSV export · 3 rows
  3. File
    Lightspeed items
    CSV export · 8 rows
  4. Step
    Make count join keys
    Step 1
  5. Step
    Make location join key
    Step 2
  6. Step
    Make product join key
    Step 3
  7. Join
    Add store names
    24 of 24 paired
  8. Join
    Add product names
    24 of 24 paired
  9. Step
    Calculate stock shrinkage
    Step 6
  10. Result
    Stock Shrinkage Review
    24 rows · 2 flagged
  11. Schedule
    Runs when you say
    Proposed

Checked on the sample files: every step ran, 24 rows came out, and the join paired 24 of 24 rows; the join paired 24 of 24 rows.

What you get back

The result of that run, the rows to look at first.

Stock Shrinkage ReviewSample data24 rows
22 agrees1 moderate shrinkage1 small shrinkage
StoreProductSKUShrinkage unitsShrinkage valueRate off expected stock (%)StatusExpected quantityCounted quantityUnit costCount date
Uptown OutletCeramic Floor LampSKU-LAMP04527520Moderate shrinkage2520552026-10-29
Harbor MarketStone Mug SetSKU-MUG05322.507.1Small shrinkage42397.502026-10-07
Harbor MarketBrass Desk LampSKU-LAMP03000Agrees3030322026-10-07
Harbor MarketCeramic Floor LampSKU-LAMP04000Agrees2525552026-10-07
Harbor MarketCeramic PlanterSKU-PLNT06000Agrees2424182026-10-07
Harbor MarketOak Accent ChairSKU-CHAIR01000Agrees1414802026-10-07
Harbor MarketPine Side TableSKU-TABLE02000Agrees1818542026-10-07
Harbor MarketWall ShelfSKU-SHELF08000Agrees1111412026-10-07
Harbor MarketWool Runner RugSKU-RUG07000Agrees1212962026-10-07
Northside BoutiqueBrass Desk LampSKU-LAMP03000Agrees3535322026-09-18
Northside BoutiqueCeramic Floor LampSKU-LAMP04000Agrees2020552026-09-18
Northside BoutiqueCeramic PlanterSKU-PLNT06000Agrees2828182026-09-18
24 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you compare inventory shrinkage by location?

Export your Lightspeed stock counts and items, then load them into the workflow. It matches counts to expected stock by store, joins product and location names, and calculates shrinkage units, value, and rate. Rows that do not match the join keys stay out of the result until you fix the export or the matching rules.

How it works

How to use the Stock Shrinkage Review workflow

  1. 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
  2. 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
  3. 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Stock Shrinkage Review: questions

What export should you use?
Use the stock counts export and the items export from Lightspeed. The workflow needs the counted stock by store and the product list to compare against expected stock.
What happens to rows that do not match?
Rows that do not match the join keys are not counted in the final comparison. You can review them, then adjust the rules or the exported data and run the workflow again.
How do you change the rules?
Change the matching rules in plain words, such as how store names, product names, or count keys should be matched. Then run the workflow again on the same export files.

Get early access to this workflow

It will open already built and checked on the sample files. Swap in your own exports and see your result.

Early access opens shortly. Check back soon.

Book a demo

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