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How Tradition Coffee Roasters Leverages Thrive Inventory For Cost And Time Efficiency

Discover how coffee shop owner Lindsey Burik of Tradition Coffee Roasters turned to Thrive Inventory, powering informed business decisions.

Business Details

Business Type

Specialty coffee roaster

Integrations

Clover POS

Shopify E-Commerce

Sales Channels

Storefront

E-commerce

Wholesale

Coffee of the Month Club

Roastery tours

Barista school

About Tradition Coffee Roasters

For many years, Lindsey worked on Wall Street while her husband, Brian, was a NYC firefighter. When Brian began searching for his second career, Lindsey saw the opportunity to leave corporate America and work together on a passion project. So they moved to Hawaii and started an online coffee club. Together they curated new and fun coffee bags for subscribers each month.

 

Finding success, Lindsey and Brian expanded to wholesale and eventually needed to move to a larger location. There they opened their coffee shop. Tradition Coffee Roasters isn’t just your regular ol’ coffee shop though. Lindsey and Brian exclusively serve specialty high-grade roasts, which only account for about 10% of the industry.

 

Education has been at the root of increasing their audience across different sales channels. Lindsey explains to us, “Most people don’t know how to explore coffee. They think it’s just light, medium, and dark. But we’re introducing them to why this country [of origin] is interesting or how this fermentation process affects the coffee. We’re showing people all that and describing it so they understand what they’re doing.”

Why Shopify’s Inventory Tools Weren’t Enough For Their Growing Business

Lindsey had been using Shopify since the beginning when they opened their e-commerce shop. In fact, Shopify had all the basic inventory management tools she needed to get started. But when it came time to grow, it fell short. As they diversified their sales channels, Lindsey found it didn’t have the capability to connect all the different aspects of their business.

 

That meant Lindsey and her team had to manually manage the inventory across their Shopify e-commerce site and their Clover POS. Not only did this cost her team time out of their day, but it also cost them profit. Lindsey shares, “We’d run into race conditions where somebody would purchase something online but we had just sold out because someone bought the last bag in the store. And it just got to where the more SKUs you get, the more impossible that becomes.”

 

With a background in financial technology, Lindsey understood the importance of having all their systems work together with one platform as the brain of their growing business. That’s when they discovered Thrive Inventory. Lindsey explains, “What we needed was essentially three different businesses in one business and Thrive had the flexibility to give us that. It seemed to fit best and it was also the easiest interface and more intuitive than a lot of other systems.”

Power Your Own Success Story With Thrive Inventory

Thousands of customers all over the world use Thrive Inventory to run a healthy business. 

 

Thrive Inventory gives you control over all your inventory, sales channels, and metrics allowing you to make the right decisions at the right time.

"“To see [in Thrive Inventory] how low the number was of people actually drinking a shot of espresso, it’s like, oh another three thousand dollar grinder is not a good investment."

Inventory & Sales Data That Actually Makes A Difference

Along with syncing stock counts across all their sales channels, Thrive Inventory opened them up to new insights that make a real difference in their product assortment strategy and profitability. When it’s time to bring back seasonal roasts, Lindsey can easily pull last year’s sales data. This informs her how much to prepare to roast again and how many labels to reorder.

 

Thrive Inventory’s reporting suite has also helped Lindsey change up the retail products they sell at their coffee shop. Previously they had coffee equipment, like pour-over makers, line their shelves. But by monitoring the Unsold Inventory Report, they realized that these types of products didn’t have a healthy turnover rate. So Lindsey took those products off the next purchase order and brought in locally made products and snacks that are more popular, and profitable, with customers.

 

Lindsey loves how Thrive Inventory’s reports empower her team to make healthy decisions for her business, not emotionally driven ones. When debating if they should buy an expensive new espresso machine they pulled the reporting on the customers drinking espresso, lattes, and cappuccinos. Lindsey explains, “We’re very passionate coffee people. So we’re like, of course, we should offer this funky new espresso. But it was really interesting to know how few people actually ordered espresso, and our espresso is award-winning. Like of all the coffee shops, we probably would be the one you’d want to order an espresso shot from. But then to see how low the number was of people actually drinking a shot of espresso, it’s like, oh another three thousand dollar grinder is not a good investment. So I’ll come up with another kind of latte and that’s a better way to spend those dollars. And so it was cool to actually see that.”

Discovering A Better Way To Order Products

One tool Lindsey didn’t know they needed until they switched to Thrive Inventory was the Purchase Order suite. Up until then, they were managing vendors either through QuickBooks, emails, phone calls, or texts. Thrive Inventory allows Lindsey’s team to manage vendors and reorder products in a simple way that saves time and has a succinct paper trail.

 

Lindsey now simply emails the vendor her orders directly in Thrive Inventory. When her order comes in, the team uses a barcode scanner to receive it into the system and update stock counts across their Clover and Shopify accounts. Being able to partially receive orders is crucial for Lindsey because they work with small vendors and need to be flexible.

 

It also helps them manage healthy profit margins. Lindsey tracks the cost for each of their products, so she has visibility of a vendor raising their prices. That allows Lindsey to adjust their own prices to maintain healthy profit margins. She shares, “All these things help us manage the business more efficiently that we didn’t realize we could do until we started using the system to its full ability.”

 

 

 

Thrive Inventory has completely given Lindsey the confidence to manage and grow Tradition Coffee Roasters. Lindsey isn’t wasting hours manually managing inventory anymore and can focus on expansion plans and new projects. Plus, with their cash flow under control, they now have the investments to make it happen. Lindsey and her team are excited to open a barista training school for the state and begin wholesaling custom biodegradable and compostable bento box coffee cups on the island.

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How To Let Education Guide Your Sales Channel Strategy

Education has been at the root of increasing Tradition Coffee Roaster’s audience across different sales channels.

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Power Your Own Success Story With Thrive Inventory

Thrive Inventory gives you control over all your inventory, sales channels, and metrics allowing you to make the right decisions at the right time.

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