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Operations & Inventory

Route planning for growing operators

Optimize service cadence, stocking priorities, and drive-time efficiency.

Updated Feb 9, 2026

Overview

Cluster locations by geography to reduce drive time, then layer in service urgency. Use telemetry or manual sales logs to prioritize high-volume sites and prevent stockouts.

Set minimum stock levels per category and schedule visits based on sell-through rates. Rebalance the route monthly and remove low-performing stops that consume time without revenue.

Metrics to track

  • Sales per visit and stockout rate.
  • Service time per stop and drive time between stops.
  • Gross margin per location.

Improvement actions

  • Prioritize high-velocity locations early in the route.
  • Adjust visit frequency based on sell-through.
  • Drop low-performing stops that consume time without margin.

Prevention

  • Use route templates for consistent scheduling.
  • Standardize refill quantities by location type.
  • Review route performance monthly.

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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