DTC brand fixing stockouts after Q4
A DTC brand that lost six figures to Q4 stockouts needs reorder points, safety stock, and supplier-lead-time analysis across 50 SKUs heading into next year.
Inventory Reorder Analysis
Tier 3 · Logistics & Supply Chain · $500 · 15-18 hrs · 21 day turnaround
Listed price is the project base price. A 3% payment processing fee is added at checkout. The full total is charged upfront when you place your order.
Analyze provided inventory data and calculate recommended reorder points, safety stock levels, and estimated annual carrying costs.
You submit your current inventory records and sales history; a vetted student analyzes your stock levels under PM oversight and delivers a workbook with reorder points, safety stock calculations, and annual carrying costs specific to your SKUs. Use this to stop overstocking slow movers and prevent stockouts on fast movers without guesswork.
Deliverables
- Inventory analysis workbook
- Reorder point and safety stock per SKU
- Annual carrying cost estimate
- Summary recommendations
What's included
- Up to 100 SKUs
- Single warehouse
- Editable assumptions
Not included
- Live ERP integration
- Demand forecasting models
- Multi-warehouse optimization
What you'll get
A spreadsheet or CSV with your inventory data: SKU identifier, current stock quantity, unit cost, lead time in days, and 12 months of sales history (monthly or daily transaction counts). If you have supplier information or storage costs per unit, include those too.
The student cleans and validates your data for gaps, calculates average daily demand and demand variability for each SKU, computes economic order quantities, derives reorder points using your lead time and safety stock formulas, estimates annual holding costs (warehouse space, insurance, obsolescence risk), and documents all assumptions used so you can adjust inputs later.
An Excel workbook with a data tab, a calculations tab showing formulas per SKU, a summary tab ranking SKUs by carrying cost and reorder urgency, and a one-page memo with top 5 recommendations. All cells are unlocked so you can modify lead times or cost inputs and see results update automatically.
Payment stays held until you confirm the reorder points are realistic for your business and the workbook formulas are transparent enough to audit.
Common use cases
Brewery dialing in raw materials
A brewery scaling production needs reorder analysis for hops, malt, yeast, and packaging with safety stock buffers tied to seasonal demand swings.
Hardware reseller reducing carrying cost
A hardware reseller carrying too much capital in slow movers needs a reorder analysis to right-size par levels and reduce annual carrying cost by 20%.
Food distributor balancing freshness and volume
A mid-size food service distributor carries 75 SKUs with varying shelf lives. Your student calculates safety stock lower for perishables and higher for dry goods, then flags which items to order more frequently in smaller batches versus which can sustain longer lead times. Result: less waste, fresher product rotation, lower spoilage costs.
Apparel boutique cutting tied-up capital
You stock seasonal clothing across 90 SKUs but hold excess inventory year-round from fear of stockouts. The analysis pinpoints which items sell consistently (high reorder point, lower safety stock) and which are seasonal spikes (lower reorder point, higher safety stock to cover brief peaks). Frees up cash for new merchandise instead of dead stock.
Industrial parts supplier meeting customer SLAs
You promise 2-day delivery on critical parts. The student maps your lead times to customer demand patterns, calculates safety stock levels that keep you in stock 95% of the time without overstocking, and shows you which SKUs are unprofitable to hold at current volumes. Helps you decide which items to keep in-house versus drop-ship.
Frequently asked questions
What file formats do you accept for inventory data?
CSV, Excel (.xls or .xlsx), or Google Sheets link. If your data is in a PDF or ERP export, send it as-is and the student will reformat it. We work with up to 100 SKUs.
How many months of sales history do you need?
Ideally 12 months so we can spot seasonality and demand swings. If you have less than 6 months of clean data, let us know upfront—we'll flag that assumption in the recommendations and the analysis will be less precise.
Do you integrate with my ERP or accounting software?
No. This project is a standalone analysis based on data you export and provide. You'll get an editable workbook you can use independently or feed results back into your ERP manually.
Can I request changes to the assumptions after I see the first draft?
Yes. One round of revisions is included—for example, if you want to adjust the safety stock service level from 95% to 90%, or change a supplier lead time, the student will recalculate and send an updated workbook.
What if my data has missing months or gaps in sales records?
The student will note which SKUs have incomplete history and either interpolate conservatively or flag them as high-uncertainty in the summary. We recommend cleaning messy data before submission, but we'll work with realistic inventory records even if they're not perfect.
Ready to get your project started?
Select a scope and let your Shamrck PM handle the rest. Pay the full total upfront at checkout, then review and approve the completed deliverable. Approval does not trigger a new charge.
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