How to Manage Inventory and Sales Analytics in Einstein v2

Learn how to process inventory, manage product offers, and analyze sales performance dashboards using the Einstein v2 platform.

June 11, 2026 By Ben Pritchard

This guide walks you through managing repack lists, clearing product offers, and tracking daily and monthly sales metrics in Einstein v2. Completing these workflows ensures accurate inventory yielding and provides clear visibility into business performance and margins.

This applies to operations managers, sales analysts, and administrative staff who handle daily inventory processing, promotional offer management, and financial reporting.

Managing Repack Lists

The repack list provides a queue of bulk products that need to be packaged into individual units for stock.

Step #1: Click Repack List in the main navigation. — Click **Repack List** in the main navigation.

Step #2: Use the search input field to filter the repack records. — Use the search input field to filter the repack records.

Step #3: Click Create to add a new record to the list. — Click **Create** to add a new record to the list.

Step #4: Select a record, such as 5 case, to manage specific packaging instructions. — Select a record, such as **5 case**, to manage specific packaging instructions.

Step #5: Click the priority indicator to adjust an item's priority level in the queue. — Click the priority indicator to adjust an item's priority level in the queue.

Step #6: Click Delete Record to remove an item from the list once it is completed. — Click **Delete Record** to remove an item from the list once it is completed.

Checking an item off the Repack List does not automatically update the Stock Queue. The Stock Queue populates automatically based on the physical labels you print.

Clearing Product Offers

Use this module to remove bulk promotions or member-only discounts from specific products.

Step #8: Select a product to view its current discount and stock levels. — Select a product to view its current discount and stock levels.

Step #9: Select the Bulk Clear Offers checkboxes for the items you want to remove from promotion. — Select the **Bulk Clear Offers** checkboxes for the items you want to remove from promotion.

Step #10: Click Export csv to export the current list of offers. — Click **Export csv** to export the current list of offers.

Step #11: Click Clear Offers at the top of the modal to process the selected removals. — Click **Clear Offers** at the top of the modal to process the selected removals.

Step #12: Click the Close (×) icon to exit the Clear Offers window. — Click the **Close (×)** icon to exit the Clear Offers window.

Analytics and Performance Dashboards

Einstein v2 offers multiple dashboards to track different performance metrics depending on the timeframe and operational focus.

Dashboard	Purpose	Use Case
Sendout Overview	High-level summary of outgoing orders	Planning weekly production and logistics volume.
Daily Performance	Day-to-day retail sales, margins, and customer activity	Tracking short-term margin goals and recent order trends.
Margin Report v2	Monthly financial breakout comparing revenue and discounts	Analyzing gross margins, Average Order Value (AOV), and promotion costs.
New Customer Graph	Year-over-year comparison of new customer acquisition	Assessing the impact of business events (like price changes) on growth.

Daily Performance

Step #14: Select a specific day to view the breakdown of revenue, margins, and customer activity. — Select a specific day to view the breakdown of revenue, margins, and customer activity.

Step #15: Click Target to toggle target visibility on the main trend graph. — Click **Target** to toggle target visibility on the main trend graph.

Type a value into the target field.

Step #17: Click GO to update the chart. — Click GO to update the chart.

Step #18: Click Revenue, Margin £, or Margin % to change the metric displayed on the graph. — Click **Revenue**, **Margin £**, or **Margin %** to change the metric displayed on the graph.

Margin Report v2

The Margin Report details your gross margins by deducting promotional costs from your income.

Step #20: Switch between Week and Month views to adjust the reporting timeframe. — Switch between **Week** and **Month** views to adjust the reporting timeframe.

Step #21: Review the AOV (Average Order Value) to track customer spending trends. — Review the **AOV** (Average Order Value) to track customer spending trends.

When reviewing discounts in the margin report, note the four main promotion streams:

Promo Type	Description
Loyalty	General loyalty program discounts.
Promo Codes	Discounts manually entered by customers at checkout.
Membership	Exclusive discounts applied for active subscribers.
Fish Promos	Direct product price reductions (e.g., 20% off an item).

New Customer Graph

Step #23: Click Add New Event to log a significant business change (e.g., a price increase) directly on the timeline. — Click **Add New Event** to log a significant business change (e.g., a price increase) directly on the timeline.

Managing the Stock Queue & Yields

When items are processed from raw material into individual inventory items, you must record their yield accurately to avoid stock discrepancies.

Step #24: Click Stock Queue to manage incoming inventory processing. — Click **Stock Queue** to manage incoming inventory processing.

Step #25: Click Ingress Ticket List to view shipments awaiting processing. — Click **Ingress Ticket List** to view shipments awaiting processing.

Step #26: Click Process next to a shipment to open the Amount Used entry window. — Click **Process** next to a shipment to open the Amount Used entry window.

Step #27: Click inside the amount field. — Click inside the amount field.

Type the actual processed weight.

Step #29: Click Use Amount to commit the entry. — Click **Use Amount** to commit the entry.

Step #30: Click the Info (i) icon to verify how the item originally entered inventory (e.g., whole fish vs. fillets) to validate the expected yield. — Click the **Info (i)** icon to verify how the item originally entered inventory (e.g., whole fish vs. fillets) to validate the expected yield.

If the calculated yield is below 50%, there is likely an entry error. Do not commit the stock. Verify the actual weight used with the processing team first.

Step #31: Click + Auto Add ALL to formally add validated entries into the active stock. — Click **+ Auto Add ALL** to formally add validated entries into the active stock.

Q: Do tick boxes in the repack list automatically update the stock queue?

A: No, the repack list is separate. The stock queue updates automatically based on the labels you print, not the repack list checkboxes.

Q: What benefits do members get from membership offers?

A: Members receive exclusive product discounts and a free delivery upgrade, such as next-day delivery by noon, which normally costs £5.

Q: Why are some items in "Clear Offers" lacking a visible discount percentage?

A: Occasionally, the software may fail to load or display the discount percentage correctly, but the item is still actively on offer.

Q: What triggers a red flag on the daily performance margin?

A: The system flags margins in red if they drop below the target threshold (e.g., 45%), indicating that the business missed its margin goal for that day.

Q: How do I handle stock queue items with a yield lower than 50%?

A: Query the amount with the processing team and do not add it to stock until verified. Less than 50% yield typically indicates an incorrect manual weight entry.

Term	Definition
Repack List	A queue displaying bulk products that need to be packaged into individual units.
Stock Queue	The list of inventory waiting to be formally added to active stock after processing.
Clear Offers	The interface used to manage, remove, or bulk-clear promotional discounts on products.
Processing Ticket	A digital record of the tasks and quantities completed during inventory packaging in the processing room.
Yield	The percentage of usable product retained after processing raw materials.
Top Margin	The theoretical gross margin calculated as if all items were sold at full price without discounts.
AOV	Average Order Value, representing the average amount of money spent by a customer per transaction.