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Operations & Inventory

Building the right product mix

Balance best-sellers with healthier items to maximize profit.

Updated Feb 9, 2026

Overview

Start with proven best-sellers and introduce new items in small quantities. Track sales per slot and rotate underperformers monthly.

Adjust the mix by location type. Offices favor energy drinks and savory snacks, gyms lean to protein and low sugar, and schools require compliant options.

Use margin analysis to keep profit targets while meeting location preferences.

Metrics to track

  • Sales per slot and gross margin per item.
  • Spoilage or expiration rates for perishables.
  • Seasonal demand spikes.

Improvement actions

  • Swap bottom performers monthly.
  • Test new items for 2–4 weeks with limited facings.
  • Adjust prices to align with local retail benchmarks.

Prevention

  • Standardize planograms by location type.
  • Maintain a core set of high-velocity SKUs.
  • Review product mix quarterly.

Expanded guidance

  • Confirm all steps are documented so the next technician can reproduce the results.
  • Capture before/after metrics (errors cleared, sales restored, or uptime improved).
  • Review machine, reader, or route settings to ensure they match location standards.

Common pitfalls

  • Skipping a controlled test leads to false positives.
  • Updating hardware without documenting configuration changes.
  • Forgetting to verify payout, refund, or reconciliation data after changes.

Next-step checklist

  • Run a final test with known-good inputs.
  • Log the outcome with date, time, and device identifiers.
  • Schedule a follow-up check if the location has high traffic or seasonal demand.

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Additional details

Operational notes

  • Document changes with time, machine ID, and location name.
  • Verify settings, pricing, and service modes after each fix.
  • Capture before/after results to confirm resolution.

Field checklist

  • Test with known-good inputs and controlled conditions.
  • Validate telemetry, alerts, and payment logs where applicable.
  • Confirm location expectations and update the site contact.

Common root causes

  • Configuration drift after firmware or component swaps.
  • Inconsistent power or network conditions at the location.
  • Gaps in preventive maintenance routines.

Next steps

  • Monitor for 7 days and note any repeat errors.
  • Schedule follow-up if the site is high-traffic.
  • Escalate with full logs and photos if issues repeat.

Operations guidance

Inventory

  • Use a consistent par-level system per location.
  • Reconcile spoilage weekly to protect margins.

Route efficiency

  • Group stops by distance and service priority.
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