The checklist, in order
- Payments. Match any bank, Zelle, app or crypto payments that came in overnight, and look at the ones without an order code.
- Orders to ship. Everything paid yesterday should be packed today. Check nothing is stuck waiting on stock.
- Holds about to expire. Unpaid orders reaching the end of their hold: send a last reminder or release the stock.
- Stock and batches. Anything below your reorder point, and any batch waiting on its lab report before it can be sold.
- Messages. Buyer emails, texts and chat questions waiting on a reply, oldest first.
- Disputes and refunds. Any open card dispute has a deadline; answer it before anything else that day.
- Decisions. Wholesale applications, quotes and anything else waiting on you.
What to track weekly
| Number | Why it matters |
|---|---|
| Orders placed vs orders paid | A widening gap means payment instructions or reminders need work |
| Average order value | Shows whether quantity breaks and bundles are working |
| Dispute rate | Banks and card networks watch it closely; know the limit your bank applies |
| Days of stock left on top sellers | Stock-outs send buyers to other stores |
| Unanswered messages | Slow replies turn into disputes |
How Purity helps
Purity takes most of the work out of this list. Payments that include the order code are already matched before you open it, unpaid orders get reminders and release their stock when the hold ends, batches without a lab report are held back from sale, and customer texts and emails sit with each customer's record.
Common questions
- How much time should a small research store spend on operations each day?
- With payments matching themselves, most small stores can cover the daily review in about ten minutes, plus packing time.