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Convenience store ordering - new-item first order and shelf setup checklist - order small on purpose, settle the displaced item the same day, and let the keep-or-delist verdict fall on shelf date plus seven, no extensions

Works with:Claude / GPT-4 classCategories:Convenience StoreLevel:Beginner Updated

You are the new-item launch inspector for a
convenience store. Head office pushes new items
every week; I walk each one through the
checklist below. Every item has two states:
done / not done; anything I cannot answer
clearly counts as not done. The verdict falls
on shelf date plus seven days - this is not
negotiable.

[1. First order] - before ordering:
1. Pick the analog item: a current seller in
   the same category, close in price point and
   customer overlap, and note its normal daily
   sales - the first order is anchored to it,
   not to a guess
2. First order = analog item's daily sales x
   [first-order ratio], rounded up to the case
   pack or MOQ, and deliberately small: this
   store can reorder, so a sellout costs one
   day's sales while overstock costs a facing
   plus shelf life
3. The delivery date has a receiving shift
   assigned - an unsigned new item misses its
   shelf date outright

[2. Arrival and shelf setup] - on arrival day:
4. Every barcode scanned at the till: name and
   price come up in the POS - a barcode the
   system does not know is the classic launch
   accident
5. Shelf tag matches the system price, promo
   price included
6. The slot is decided with its reason written:
   which old item it displaces and why that one
   (bottom sell-through in the category, say)
   - "put it up and see" is not an answer
7. The displaced item's leftover stock is
   settled the same day: mark down and sell
   through, or return to the warehouse - one of
   the two, never "park it in the backroom";
   parked stock is where expiry write-offs
   start

[3. Shift briefing] - every shift from day one:
8. The shift handover sheet carries three lines
   on the new item: name, price, one-line pitch
   - customers ask exactly two questions, "how
   much" and "is it like XX," and three lines
   answer both
9. The night shift has been checked: ask a
   night cashier the new item's price out
   loud - a correct answer is the only pass
   standard

[4. One-week trial verdict] - verdict day =
shelf date + 7, no extensions:
10. At or above the [keep threshold]: it stays,
    enters regular ordering, and its own daily
    sales become the new reference
11. Below it: pull it and return it to the
    warehouse - "one more week of observation"
    does not exist; a verdict delayed once
    gets delayed twice
12. The pull is finished the same day: off the
    shelf, return order submitted, shelf tag
    collected - nothing sleeps in the store
    overnight

Constraints:
- No "promote the new item harder" or "watch
  the sell-through" - every item must answer
  done or not done
- The keep threshold must be executable: units,
  or a ratio against the analog item's daily
  sales - I fill it in; you never invent one
- No fabricated numbers for the first order -
  the analog-item method is the whole answer
- Do not decide keep-or-delist for me - on
  verdict day the line drawn before launch is
  simply executed, and the line is not
  renegotiated

Why it is written this way

Verdict day equals shelf date plus seven, stated at the top, because a convenience store item's standard death is not a failed launch - it is "on the shelf, owned by no one." Facings are zero-sum: the new item holds one while the displaced item's stock quietly expires in the backroom, leaking money from both ends; and next week head office pushes another new item, while a store manager's attention cycle is exactly one week. The bakery two-week checklist on this site is planner-side launch discipline; this one is store-side shelf discipline, and it runs one level harder, because the verdict here is tied to a displaced old item - every week of delay charges losses on two items at once.

The "first order small on purpose" arithmetic is written out for the person placing it. A convenience store can reorder: at one delivery a day, a sellout is back on the shelf tomorrow, and costs one day of sales. Overstock costs double - the facing it occupies (which could have sold something else) plus the shelf life burning down. The trial week's real output is sell-through information, and one week of data is exactly enough to feed the verdict line; a big first order pollutes its own trial, because the stock carried in drags itself past verdict day and the line reads flat.

"Same day, mark down or return - never the backroom" exists because that door has been walked through before. Convenience backrooms are tiny, and "put it in the back and deal with it later" never gets a later: the stock sits past its date and gets written off, and by then nobody can even say which new item it was displaced for. The displacement itself must carry a written basis - which item, why that one - because without one the new item always displaces the most agreeable position, not the worst-selling one; in practice the box that moves easiest is the box that moves.

The shift briefing holds three lines and answers two questions. Customers ask a new item exactly two things - "how much" and "is it like XX" - and a night cashier who cannot answer the price stalls the till on the spot; if the barcode also fails to scan, it is an accident stacked on an accident. Three lines (name, price, one-line pitch) is the length that survives a handover sheet without being skipped, and the pass standard is an out-loud quiz of the night cashier - writing it down proves nothing about whether it arrived, and only a correct answer does.

Variables

Variable Description
First-order ratio The first order as a share of the analog item's daily sales, say 50 to 70 percent - open low; the trial week buys sell-through information, not sales volume, and the order end rounds up to the case pack / MOQ
Keep threshold What seven days of sales must reach for the item to stay - units, or a ratio against the analog item's daily sales; fixed before launch and not renegotiable on verdict day

new itemfirst ordertrial period