Coda doc by Sam Livits
Sam's Guide to Predicting Inventory Turnover
This is how I stay on top of inventory in Blogilates' rapidly growing online store.
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About this doc

👋 Hi! I’m Sam, and this is how I stay on top of inventory in our rapidly growing online store.

I’m the Head of Strategy at Blogilates ー the #1 female fitness channel on YouTube led by certified fitness instructor, entrepreneur, creator of POP Pilates and best-selling author (and my wife 😄) Cassey Ho.

Her format POP Pilates is now the official Pilates of all 24 Hour Fitness gyms nationwide. She’s been featured on numerous national publications, in magazines, on shows such as Good Morning America & Dr. Oz and is currently named one of the Top 5 Health & Fitness Influencers in the World by Greatist. She is also the creator of PIIT28 and her activewear line, POPFLEX.

When we started, we shipped POPFLEX out of our garage. Now, we sell hundreds of products every day!

We use Shopify to track everything on our storefront

From launching new products, to managing orders and inventory ー it’s our one stop shop (pun intended). However as our store has grown, so has the complexity of managing inventory levels, supplier relationships, and reorders. While Shopify is great for most elements of the store, it can be hard to flexibly determine when any given item is going to run out, and proactively let us know when we need to reorder.

💡 Enter Coda.

We’ve used Coda since early 2019 as a platform for engaging Cassey’s growing audience ー turning our popular monthly calendars and workout challenges into interactive Coda docs. We’ve also used Coda docs to run retreats for our instructors, photo shoots, and financials / budgeting. So when they released their new Packs sync feature with Shopify, it was a no-brainer.

Here’s how the doc works:

  1. Sync your store, including products, variants, and inventory. You can quickly set up a connection with your Shopify store, and synchronize all your products, variants, and the current inventory levels using Packs.

  2. Sync your latest orders. This step brings in the lates order data that you can use to understand sales velocity by product. You can use the sync settings to change the date range we use to calculate this (defaults to past 30 days). This may be a few minutes to load, but once it’s done, you’ll be good to ready to…

  3. Review your turnover schedule. This is the magic. With Coda’s formulas and views, we’re able to calculate, based on the synced order data, what the average daily sales look like. Add in your typical reorder period for each item, and you can then quickly see based on current inventory when you’ll need to make the call to the supplier for reorder.

Meet Sam Livits

I’m the Head of Strategy at Blogilates ー the #1 female fitness channel on YouTube led by certified fitness instructor, entrepreneur, creator of POP Pilates and best-selling author (and my wife 😄) Cassey Ho! Check out my docs for managing our online store and growing our brand.

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Packs
Connect to your favorite apps like Gmail or Slack. Pull in live data or push out updates automatically.
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CODA DOC BY SAM LIVITS
Sam's Guide to Predicting Inventory Turnover
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