Sales asset

intake requirements for a Fresh Margin system scope.

A simple list you can forward inside your team. You do not need a perfect data room. You need one real workflow with enough records to inspect contribution.

What to gather

Three lists. Send what you have.

Required if available

POS export
Online ordering report
Marketplace report
Delivery rules
Current menu / catalog
Packaging cost estimates
Labor assumptions
Refund / substitution notes
Vendor invoices or catalog costs

Helpful but not required

Customer zone map
Staffing schedule
Pick / pack timing estimates
Stockout notes
Recent policy changes

Not needed for initial intake

Bank credentials
Tax returns
Payroll credentials
Full accounting system access
Customer passwords
A perfect data warehouse

No bank credentials for initial intake. Confidence is labeled on every figure. Actual findings depend on records, scope, data quality, and fixability. No guaranteed savings.

Grouped for the fulfillment OS

The same records, organized the way the system reads them.

POS / order records

POS export, online ordering report, order detail.

Inventory / catalog records

Inventory snapshot, menu / catalog, price changes.

Marketplace records

DoorDash, Uber Eats, Instacart, or equivalents.

Delivery / pickup rules

Zones, minimums, windows, courier premiums.

Vendor records

Vendor invoices or current catalog cost.

Packaging / labor assumptions

Pack-out tiers, loaded rate, pick / pack minutes.

Refund / substitution notes

Frequency and recent examples.

Stockout notes

Where stockouts trigger substitution or refund loops.

Customer / order exception notes

Repeat exception patterns by channel.

Current systems / tools

What POS, inventory, ordering, and delivery tools you run.

No edge or hardware signals are required for a review. Receiving, packing, scale, temperature, and handoff capture are a future layer, not a prerequisite. See the edge hardware roadmap.

Next step

Have the records? Build the system.

You do not need all of them. Send the workflow under the most margin pressure with whatever exports you can produce in an afternoon.

Build the System Build the System

Human-approved decisions only. No bank credentials. No guaranteed savings.