A planning data map
Document units of measure, stock states, refresh dates, open-order status, and the owner of each source.
Commerce & inventory / Inventory replenishment review
See the stock gap. Check before you reorder.
Prepare a replenishment review from stock, reservations, open orders, and agreed planning rules instead of trusting a single inventory number.
Discuss your project Start with an outline, not a perfect brief.
Where it gets stuckInventory replenishment review,
Inventory replenishment review,
with the context attached.
Available stock, incoming stock, and sellable stock are not the same. A planner checks several systems before deciding whether a suggested order is sensible. Unlike purchasing intake, this job identifies a planning exception before a buying request exists.
A good first scope
Choose one warehouse and stable product family. Use the planner’s existing reorder rules as the baseline rather than inventing a demand model.
The workflow
- 01 / The starting point
A scheduled export supplies on-hand stock, reservations, sales history, and open purchase orders for a product family.
- 02 / The right context
Reconcile units, locations, canceled orders, supplier lead times, and the snapshot date. Separate quarantined stock and backorders from freely available inventory.
- 03 / Prepared for review
Prepare a replenishment worksheet with the rule used, the supporting inputs, proposed quantity ranges, and exceptions caused by stale or inconsistent data.
- 04 / A person decides
The inventory planner checks seasonality, promotions, cash constraints, and supplier commitments before approving a buying request. Purchasing retains order authority.
Tangible work
A useful working handoff
An explainable review sheet
Show the existing planning rule beside its inputs and the proposed action; preserve manual overrides as explicit decisions.
A trial comparison
Compare prepared recommendations with the planner’s current method and record missed shortages, unnecessary proposals, and review effort without claiming forecast accuracy.
A focused engagementDefine the job.
Define the job.
Test the handoff.
- 01
Define the first boundary
Choose one warehouse and stable product family. Use the planner’s existing reorder rules as the baseline rather than inventing a demand model.
- 02
Build the inspectable handoff
Show the existing planning rule beside its inputs and the proposed action; preserve manual overrides as explicit decisions.
- 03
Test before connecting actions
Include a case-pack conversion, overdue inbound stock, a canceled promotion, a product about to be discontinued, and a stale inventory feed. Stop recommendations when critical inputs cannot be reconciled.
How we would startMap it. Test it.
Map it. Test it.
Then decide.
Agree the trigger, source systems, reviewer, and acceptance criteria. Build the bounded preparation path, then test it with the person who will own it.
Include the awkward cases
Include a case-pack conversion, overdue inbound stock, a canceled promotion, a product about to be discontinued, and a stale inventory feed. Stop recommendations when critical inputs cannot be reconciled.
Keep this boundary explicit
No autonomous order placement, guaranteed demand forecast, or promise to prevent stockouts. The planner owns trade-offs; the buyer owns supplier commitments.
See how acceptance evidence works ↗A few useful answers
Before we begin.
Do we need a new forecasting model?
Not necessarily. Reconciling stock states and applying your existing rules may be the useful first improvement.
Can it create purchase orders?
This scope prepares a planning decision. A separately approved purchasing integration would need authority, duplicate prevention, and recovery checks.