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Parlevel - Guide to Shrinkage and Waste Reporting
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Purpose

This articles walks through Shrinkage and Waste Reporting for Parlevel.
 

Process

Track and Document Shrinkage/Product Waste

In order to track and document Shrinkage/Product Waste, the Warehouse module must be enabled in the VMS. To have this setting enabled and receive a tutorial on how to use this feature optimally, please contact the designated Customer Success representative or a member of Hero Support.

Drivers will track pulled product through the Stock application, which will create the initial list in the VMS for shrinkage verification. In Stock inventory, under every item is an arrow with a dropdown, where drivers can mark pulled product (image below). These items are deducted from machine inventory and added back to the truck in the VMS.

Until these pulled items are verified in the VMS as shrinkage or usable, they will accumulate in the truck.

Under the Warehouse tab > Prekit, the Trucks tab will display; under which will be a list of vehicles and details regarding their inventory and consolidation. Selecting the blue Consolidate button on the right will bring up the truck consolidation and pulled product management page. 

Select the Pulled Product tabHere there will be a list of the products pulled by drivers, which can be searched through if necessary. Once the item is found, select the blue Verify button on the right. The pulled inventory can be marked as Usable products and a VMS area can be designated for them to go to. They can also be marked as either Lost, Damaged, Expired, or Refunded. 

The numbers in the Usable and Product Shrinkage categories must equal the number in the Total Pulled line above, or the Returned column on the left, as shown below.

After verifying all the product marked as Returned, click the green Verify button on the bottom right. The checkboxes on the left can also be used to select products in bulk, then the Options (triple gear icon) dropdown, to mark them collectively as Damaged, Expired, or Usable.
 

Waste/Shrinkage Report

To view a Waste Report, go to Analytics tab > Warehouse > Waste Report. Specify a date range, and click the VMS Run Report icon to run the report.

For a full breakdown of this report, please see the Waste Report article.