Studio For Makers
Monthly Close Checklist
A simple monthly routine to keep inventory + costs from drifting.
Print
Month
Completed By
Dashboard: review
Low Stock
(create reorder list)
Dashboard: review
Spend by Vendor
(sanity check)
Dashboard: fix
Data Gaps
where it matters (unit/cost/category)
On-Hand Report:
Print / Save PDF
for shelf audit
Shelf audit: update top categories first (FO/EO + packaging)
Finalize reorder list (vendor grouped)
Optional: save PDFs to a “monthly archive” folder
Notes
Studio For Makers — Monthly Close Checklist