AI workflows for inventory management.

Keeping the right stock: reorder plans, par levels, stock counts, expiry and slow-moving stock.

Who does this work

  • Inventory manager
  • Inventory planner
  • Inventory controller

7 workflow templates ready to adapt, and 8 workflows identified.

Updated

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Examples of the workflows identified
  1. Allocate landed costs to unit costs
  2. Check kit and bundle component availability
  3. Compare order quantities against a supplier offer
  4. Prepare the replenishment order
  5. Reconcile a physical stock count to the books

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Allocate landed costs to unit costsGives finance a worksheet allocating freight, duty and other import costs to products, with the proposed unit cost basis and missing cost lines.Workflow templateCheck kit and bundle component availabilityShows how many of each kit or bundle can actually be built from component stock, the component that limits it, and records or listings that promise more.Workflow templateCompare order quantities against a supplier offerCosts each proposed order quantity the same way (yearly cost, cash tied up, months of cover, storage fit) when a supplier offers a bigger discounted order or a new minimum.Workflow templatePrepare the replenishment orderFrom sales or usage, stock on hand and open orders, proposes what to reorder and how much, with reorder points and a draft purchase order for review.Workflow templateReconcile a physical stock count to the booksSets each counted item beside its book quantity and value, explains each difference in units and money, separates timing differences and lists items to recount.Workflow templateReview slow-moving stockLists stock that has stopped moving with its age, recent movement, cost tied up and questions about future use, and where useful a markdown plan.Workflow template
Review safety stock and reorder settingsCompares service targets, demand variability, lead times and holding cost to propose safety stock and reorder settings with their assumptions.Illustrative · not built yet
Trace a stock difference through recorded movementsRolls stock from an opening balance through receipts, reservations, releases and fulfilment to explain why two systems disagree on available stock.Illustrative · not built yet

Workflow templates

Clinic supply par levels and expiry checkFrom the clinic's own stock-count and usage exports, the person who orders supplies gets a par level and reorder point for every item in every room, what is below par, what will expire before it is used, and a draft order. Medical-surgical and office supplies only; a person approves every order.Workflow templateInventory reorder planThe store owner or buyer gets one plan from the latest sales and stock exports: each item's sales rate, the day it could run out, its reorder point and safety stock, what to order, what is not moving, and a draft purchase order per supplier. Nothing is ordered until a person approves.Workflow templateKit component availability checkThe stock or online-store lead gets every kit beside the quantity actually sellable, the component that limits it, the stock records that disagree and the listings that promise more than can be built. Nothing is changed until a person decides.Workflow templateOrder size comparisonWhen a supplier offers a bigger discounted order, the inventory planner gets each quantity costed the same way: yearly cost, cash tied up, months of cover and storage fit. The planner chooses the quantity; nothing is ordered.Workflow templateProduct landed cost worksheetAfter an import shipment lands, the owner or bookkeeper gets one worksheet: freight, duty, brokerage, insurance and inbound fees from the invoices spread over each product by a stated method, the landed unit cost beside the cost the store records, and the margin left. A person updates any cost.Workflow templateSlow-moving stock and markdown planBefore a seasonal reset, the merchandiser or store owner gets one plan from the sales and stock exports: each item's sell-through and weeks of cover, the cash tied up in dead and slow stock, and a markdown plan in dated steps with the margin each leaves and a date to stop. The owner decides every price.Workflow templateStock count reconciliationAfter a physical count, the bookkeeper and the warehouse or store lead get every item counted beside the quantity and value in the books, each difference in units and money, what to check for it, and the items to recount. Nothing is adjusted until a person approves.Workflow template

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Where to go next

All of supply chain and inventoryEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of supply chain and inventory

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