Capability template for supply chain and inventory
Dated stock exposure list
Before the next production or replenishment order, the supply planner gets a batch-by-batch list of stated dates, quantities and locations set against each retailer's acceptance rules, showing which batches need a decision. The quality owner and supply lead decide.
Listed under
Add it to a workflow in the Fully Powered Planner, beside the teams and roles that will run it. Book a fit call
The outcome
The supply planner sees, on one list, every batch of dated goods and where it stands against each account's rules: the date each batch was last able to ship to that account, how many days are left or how many were missed, and what the demand plan still sends there. The batches that need a decision are at the top, earliest first. Batches whose date cannot be placed are listed separately with the question that unlocks them.
The list reads dates exactly as stated. It does not interpret a date code, judge whether a product is suitable or say how long anything lasts. The quality owner confirms suitability and any restriction. The supply lead approves any action on the stock or the next order.
Who starts the work, and when
The supply planner starts it when date-coded stock needs review before another production or replenishment order, or ahead of a planning meeting. The quality owner reads the open items; the supply lead reads the batches that need a decision.
What they supply
- The stock-by-batch export: SKU, batch, location, quantity, unit and stated date, with the date label, storage note and status where the system holds them.
- The quality owner's approved date list for any batch whose date the export does not give plainly.
- The retailer acceptance rules the brand has on file, stated in days.
- The demand plan by SKU, account and week.
- Today's date, the date format, and how many days ahead count as close.
What comes out
One list in a fixed order: batches that need a decision, dates that could not be placed, open items with the role that answers each, batches with nothing flagged, and notes on rules and plan lines that could not be used. Each batch line shows its stated date and where the date came from, and each account's last dispatch date worked out in days. It closes with totals by unit.
An invented example
Illustrative example with invented data. Fernhollow Goods is an invented small brand selling granola, chilli oil and lip balm. Retailer A, Retailer B and Retailer C are invented accounts. No real company, product or person is described.
What the supply planner supplies
Settings: today is 2026-11-16. Dates are written YYYY-MM-DD. The horizon is 30 days. Roles are named only as Supply lead and Quality owner.
Stock-by-batch export
SKU | Product | Batch | Location | Quantity | Unit | Stated date | Date label | Storage | Status
FH-GR-01 | Oat granola 400 g | G-0417 | Warehouse 1 | 1200 | cartons | 2027-01-15 | best before | ambient | available
FH-GR-01 | Oat granola 400 g | G-0488 | Warehouse 1 | 2400 | cartons | 2027-03-20 | best before | ambient | available
FH-GR-01 | Oat granola 400 g | G-0488 | Warehouse 2 | 600 | cartons | 2027-03-20 | best before | ambient | available
FH-SP-03 | Chilli oil 250 ml | C-0877 | Warehouse 1 | 150 | cartons | 2026-11-02 | best before | ambient | available
FH-SP-03 | Chilli oil 250 ml | C-0921 | Warehouse 1 | 800 | cartons | 2026-12-31 | best before | | available
FH-LB-02 | Lip balm 4 g tin | L-310 | Warehouse 1 | 5000 | each | 2027-02 | | ambient | available
FH-LB-02 | Lip balm 4 g tin | L-355 | Warehouse 2 | 3000 | each | | | ambient | on hold
Approved date list (quality owner)
Batch | Approved date | Date label | Approved by
L-355 | 2027-09-30 | best before end | Quality owner
Retailer acceptance rules
Account | SKU | Minimum days remaining | Transit days
Retailer A | ALL | 90 | 3
Retailer A | FH-GR-01 | 120 | 3
Retailer B | FH-GR-01 | 60 | 4
Retailer B | FH-LB-02 | 180 | 2
Retailer C | ALL | 30% of life remaining |
Demand plan
SKU | Account | Week start | Units
FH-GR-01 | Retailer A | 2026-11-16 | 400
FH-GR-01 | Retailer A | 2026-12-14 | 400
FH-GR-01 | Retailer B | 2026-11-23 | 300
FH-GR-01 | Retailer B | 2027-02-01 | 300
FH-SP-03 | Retailer A | 2026-11-23 | 200
FH-SP-03 | Retailer A | 2027-01-04 | 200
FH-LB-02 | Retailer A | 2026-12-07 | 1000
FH-LB-02 | Retailer B | 2026-11-30 | 1500
FH-LB-02 | Retailer B | 2027-03-01 | 1500
The list
DATED STOCK EXPOSURE LIST: Fernhollow Goods, as of 2026-11-16
For: Supply lead and Quality owner. Stock export: 7 lines (0 with zero quantity left out). Date key: 1 batch. Rules: 3 accounts. Demand plan: 9 lines. Horizon: 30 days. Date format: YYYY-MM-DD. Transit days: as supplied; 0 for Retailer C (blank, and its rule is not applied).
Lines: 7. Decision needed: 5 (5,150 cartons). Date not placed: 1 (5,000 each). No supply decision flagged: 1 (3,000 each).
1. Decision needed (earliest last dispatch date first)
FH-SP-03 Chilli oil 250 ml, batch C-0877, Warehouse 1: 150 cartons. Stated date 2026-11-02 (best before), from the export. Stated date passed 14 days ago.
Retailer A: needs 90 days left plus 3 transit; last dispatch date 2026-08-01; missed by 107 days. Planned units from today: 400, of which 0 on or before that date. FLAG: missed.
FH-GR-01 Oat granola 400 g, batch G-0417, Warehouse 1: 1,200 cartons. Stated date 2027-01-15 (best before), from the export.
Retailer A: needs 120 days left plus 3 transit; last dispatch date 2026-09-14; missed by 63 days. Planned units from today: 800, of which 0 on or before that date. FLAG: missed.
Retailer B: needs 60 days left plus 4 transit; last dispatch date 2026-11-12; missed by 4 days. Planned units from today: 600, of which 0 on or before that date. FLAG: missed.
FH-SP-03 Chilli oil 250 ml, batch C-0921, Warehouse 1: 800 cartons. Stated date 2026-12-31 (best before), from the export.
Retailer A: needs 90 days left plus 3 transit; last dispatch date 2026-09-29; missed by 48 days. Planned units from today: 400, of which 0 on or before that date. FLAG: missed.
FH-GR-01 Oat granola 400 g, batch G-0488, Warehouse 1: 2,400 cartons. Stated date 2027-03-20 (best before), from the export.
Retailer A: needs 120 days left plus 3 transit; last dispatch date 2026-11-17; 1 day left. Planned units from today: 800, of which 400 on or before that date. FLAG: inside horizon.
Retailer B: needs 60 days left plus 4 transit; last dispatch date 2027-01-15; 60 days left. Planned units from today: 600, of which 300 on or before that date. Not flagged: outside the 30-day horizon.
FH-GR-01 Oat granola 400 g, batch G-0488, Warehouse 2: 600 cartons. Stated date 2027-03-20 (best before), from the export.
Retailer A: needs 120 days left plus 3 transit; last dispatch date 2026-11-17; 1 day left. Planned units from today: 800, of which 400 on or before that date. FLAG: inside horizon.
Retailer B: needs 60 days left plus 4 transit; last dispatch date 2027-01-15; 60 days left. Planned units from today: 600, of which 300 on or before that date. Not flagged: outside the 30-day horizon.
Planned units are for the SKU and are shared by every batch of it; none is assigned to a batch.
The Quality owner confirms suitability and any restriction. The Supply lead approves any stock or production action.
2. Date not placed
FH-LB-02 Lip balm 4 g tin, batch L-310, Warehouse 1: 5,000 each. The export gives "2027-02", which has no day, and the approved date list does not include this batch. No last dispatch date worked out. Answer from: Quality owner (the approved date).
3. Open items
1. FH-SP-03 batch C-0877, Warehouse 1: stated date 2026-11-02 passed 14 days ago. Answer from: Quality owner (suitability and any restriction).
2. FH-SP-03 batch C-0921, Warehouse 1: storage condition not stated in the export. Answer from: Quality owner.
3. FH-LB-02 batch L-355, Warehouse 2: status shown as supplied: on hold. Answer from: Supply lead.
4. No supply decision flagged
FH-LB-02 Lip balm 4 g tin, batch L-355, Warehouse 2: 3,000 each. Stated date 2027-09-30 (best before end), from the approved date list. Earliest last dispatch date 2027-04-01 (Retailer B, 136 days left); Retailer A 2027-06-29 (225 days left).
5. Rules and plan notes
Retailer C: rule is a share of life remaining, not days; not applied to any SKU. Answer from: Supply lead (the day count to use).
Retailer B: no rule supplied for FH-SP-03.
No account appears in the demand plan without a rule row.
Totals by unit: cartons 5,150 (all in "Decision needed"). Each 8,000 (5,000 date not placed, 3,000 no supply decision flagged).
Draft for the Supply lead and the Quality owner. No date has been interpreted, no shelf life or suitability is stated, and nothing has been changed, sent or moved.
Every date, quantity and rule above comes from the tables the planner supplied; each day count is the stated date minus the required days, set against 2026-11-16. The list changes no records and sends nothing.
Where it fits
- Consumer brands, where food, beauty and other dated goods sit in several warehouses and ship to accounts with their own rules.
- E-commerce & retail, for brands and sellers who hold dated stock for retail accounts and marketplaces.
- Manufacturing, where production runs create batches that must be placed against open orders.
- Supply chain & inventory, which owns the stock export, the demand plan and the order decisions.
- Established businesses, with several accounts and rule sets to hold in mind at once.
- Growth & scaling, when a new retailer arrives with rules the existing spreadsheet was never built for.
What has to change for your company
Set how many days ahead count as close, and the date format your system exports. Put your own transit days against each account. Agree who the quality owner is and how they record an approved date, so the date list keeps one shape. Decide which stock statuses (on hold, quarantine, reserved) you want copied through. Keep the rules table to what the account has actually stated in days; a rule written as a share of life remaining needs your quality owner or supply lead to supply the day count first.
What has been checked
Fully Powered AI wrote this capability template. It was editorially reviewed on 10 November 2026. It was tried once on its invented example in Claude on 10 November 2026, and the record of that run is published with the template; it lists the edits made afterward, which clarify wording the run had to interpret and have not been run again. It has not yet been tested in a client environment. It has not yet been tested as a packaged version in ChatGPT, Claude, Copilot or Gemini.
Testing in your environment means running it on a past stock position your team already understands, with cases written in advance: a month-only date, a date that conflicts with the approved list, a rule stated as a percentage, a batch split across two locations. The supply planner checks every date and day count against the export before anyone relies on the list. Slow-moving stock and markdown plan is the neighbouring capability for stock that sells too slowly; this one is about stated dates against account rules.
The full capability template
Everything above is the outline. The complete capability template is the working version: the roles, the inputs, the procedure, the exceptions and stop conditions, the output format, the reviewer checklist, the acceptance tests, the instructions for an AI assistant and what to customize for your company. It comes with a download and the link to its folder in Fully Powered’s public repository.
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Next step
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