Inventory Reset
PDF · 9 pages
Work through a category count, investigate differences, and plan your next order with worked examples and printable worksheets.
Download inventory guideFree tools for independent retailers
Four free guides for everyday store work.
The Retail Toolkit brings inventory checks, delivery follow-ups, pricing reviews, and staff training together. Each guide includes worked examples and printable forms for independent gas stations, convenience stores, and neighborhood retailers.
ZIP download with four PDFs, 32 pages total. No account, purchase, or credit card required.
Free Retail Toolkit
The same four guides offered in our ads and toolkit email.
Check the stock
Shelf count, backroom count, and follow-up.
Check the delivery
What arrived and what still needs resolving.
Review the numbers
Margin, markup, discounts, and slow stock.
Train and hand off
Practice, task sign-off, and the next shift.
Download the full set or choose a PDF below.
Choose the guide you need.
Download an individual PDF below, or download all four together above. Print the worksheets and adapt them to your store's procedures.
Delivery Shortages and Credits
PDF · 7 pages
Match deliveries to their paperwork, record shortages or damage, and track supplier claims through an applied credit or refund.
Download delivery guideMargin and Slow-Stock Workbook
PDF · 8 pages
Compare margin with markup, check discount calculations, and make a dated plan for stock that is not moving.
Download margin workbookFirst-Week Training and Shift Handoff
PDF · 8 pages
Plan a new team member's first week, record demonstrated tasks, and leave the next shift a clear handoff with owners and due times.
Download training guideTools your own team can use.
These are free retail guides and inventory planning worksheets. Your team does the counts, keeps the records, and decides what to do next. They do not include onsite inventory counts, software, or day-to-day management of your store.
From MH Wholesale, in Milwaukee.
We are a distribution company serving retail businesses across Wisconsin. We share practical resources for independent store owners and their teams. These guides are available to everyone, whether or not you have an account with us.