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Resources

Useful material before you hire anyone.

Take the workbook, review the source notes, and improve the workflow internally if that is enough.

Free Excel operating workbook

Inventory forecast readiness checklist

No email gate. You get 5 practical tabs: a 17-field working register, fictional example data, 5 weekly review questions, and 5 defined metrics.

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Prefer a simple CSV? Download it here

  1. 01Separate observed demand from stockout-distorted demand
  2. 02Track actual and expected supplier lead time
  3. 03Flag promotions, new items, bundles, and missing history
  4. 04Require a planner to confirm every purchase decision

Resource library

Move from evaluation to a better operating review.

Guides

Three practical operating guides

Define the boundary, close the review with owners, and keep missing data visible.

Walkthrough

Fictional sample deliverable

Inspect the structure, review states, evidence notes, and acceptance criteria.

Reference

Data profile and glossary

See the accepted fields, exclusions, lifecycle, and domain definitions.

Buyer guide

Compare three operating models

Decide whether to keep the current tracker, use a managed service, or choose a broad platform.

Source-backed decisions

See what shaped the service.

We keep public complaints tied to their source and explain the operational response.

Cin7 · Brightpearl · Inventory Planner · Odoo

An operator evaluating many inventory systems found several capable options too ERP-like, expensive, and implementation-heavy for a smaller team.

What we changed: Stay an export-based exception overlay with no migration, no master-data ownership, and a bounded first mapping.

Read the source notes

Cin7 ForesightAI · Netstock · Spreadsheet forecasting

The discussion distinguished baseline forecasts from SKU-level judgment around campaigns and disruptions and raised pricing and add-on concerns.

What we changed: Explain every exception, expose source inputs, and require planner confirmation instead of presenting a single opaque forecast as truth.

Read the source notes

Spreadsheet planning · Inventory-planning software

An experienced ecommerce operator described reorder timing, quantity, lead times, minimums, and demand spikes as persistent judgment-heavy problems even with sales data.

What we changed: Market fewer surprises and an attention queue—not perfect prediction or autonomous purchasing.

Read the source notes

Read all source notes

A useful first conversation

Want help applying the checklist?

Describe it in general terms. We will tell you which plan fits, what we would need, and where we would draw the line.

Request a fit review Review pricing first