Business Core · Supply Chain · Module

Inventory

What is held, where, and why — balancing the cost of holding stock against the cost of not having it.

The idea

How it works

Inventory is cash in physical form, and it is the form that can spoil, obsolesce or be counted wrongly. Holding it is a decision to buy certainty with cash, and it is worth being explicit about the exchange rate.

Safety stock exists to absorb variability in demand and in lead time. Sized without reference to either, it is a number someone once felt comfortable with, and it will be either wasteful or insufficient.

Working with it

In practice

  1. 01

    Size safety stock from measured variability

    Demand spread and lead-time spread, at a chosen service level. Not intuition.

  2. 02

    Segment by value

    A small share of items carries most of the value. Manage those closely and the rest by rule.

  3. 03

    Find what is not moving

    Slow stock ties up cash and hides. Report by age as well as by value.

  4. 04

    Count often enough to trust the number

    Inventory records diverge from reality continuously. Cycle counting keeps the gap small.

One level in

The components of inventory

A component is something that exists afterwards which did not exist before — a deliverable or a mechanism, not an intention.

  1. The stock position

    What is held, where, and at what value.

    Learn
  2. The reorder rules

    Reorder point and safety stock per item, derived from measured variability.

    Learn
  3. The ageing report

    Stock by how long it has been held, which is where obsolescence shows first.

    Learn

Safety stock sized by intuition is either wasteful or insufficient. Derive it from measured variability and a chosen service level.