PlanCost

Inventory alerts

Warns the buyer when projected stock crosses its reorder point, so a shortage is planned for instead of discovered on a customer's order.

Tools

Fishbowl, NetSuite, Anaplan, Unleashed

Outcomes

Shortages seen before the customer asks • No expedite freight paid in a panic • Stock bought against real demand • Overstock caught before it ages

Documentation

Instruction-ready detail below

Stock position is only ever opened when something is already wrong, so the reorder report is rebuilt from scratch every time a line runs short. This workflow reads on-hand, on-order and in-transit quantities each morning and projects them against demand and real supplier lead time rather than the planned figure. Any line landing below its reorder point before the next inbound delivery raises an alert to the named buyer with the projected shortfall, the date it bites and the quantity that would cover it. Lines moving the other way, where cover is building past a set ceiling, raise the same alert under a different reason so slow-moving stock cannot quietly tie up cash. Anything the projection cannot explain, such as a new item with no history, goes to a review list instead of an alert. What a human still decides is the reorder point itself, the safety stock behind it, and whether a projected shortfall is worth buying now or absorbing in demand.

Automations

Choose the setup that matches your tools.

Problem this workflow solves

Stock position is only looked at after something goes wrong, so the reorder report is the artifact that goes missing week after week. The buyer finds out a line is short from a customer's email and pays for it with an expedited shipment and a stockout on a bestseller. Stock ordered against a calendar rather than against demand does the opposite damage, sitting on the rack until it is written off.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download