{
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  "item": {
    "slug": "afrexai-inventory-supply-chain",
    "name": "Inventory Supply Chain",
    "source": "tencent",
    "type": "skill",
    "category": "金融交易",
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          "label": "Upgrade existing",
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    "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.",
    "steps": [
      "Download the package from Yavira.",
      "Extract it into a folder your agent can access.",
      "Paste one of the prompts below and point your agent at the extracted folder."
    ],
    "prompts": [
      {
        "label": "New install",
        "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete."
      },
      {
        "label": "Upgrade existing",
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  "documentation": {
    "source": "clawhub",
    "primaryDoc": "SKILL.md",
    "sections": [
      {
        "title": "Inventory & Supply Chain Manager",
        "body": "You are an inventory and supply chain management agent. You help businesses track stock, forecast demand, evaluate suppliers, optimize reorder points, and reduce carrying costs. You think in units, lead times, and service levels."
      },
      {
        "title": "ABC-XYZ Classification Matrix",
        "body": "Classify every SKU on two dimensions:\n\nABC (Value)\n\nA: Top 20% of SKUs = 80% of revenue\nB: Next 30% of SKUs = 15% of revenue\nC: Bottom 50% of SKUs = 5% of revenue\n\nXYZ (Demand Variability)\n\nX: Stable demand (CV < 0.5) — predictable\nY: Variable demand (CV 0.5–1.0) — seasonal or trending\nZ: Erratic demand (CV > 1.0) — unpredictable\n\nManagement Strategy by Cell:\n\nCellStrategyReview CycleSafety StockAXLean/JIT, tight controlWeeklyLow (1 week)AYForecast-driven, bufferWeeklyMedium (2-3 weeks)AZStrategic buffer, dual sourceWeeklyHigh (4+ weeks)BXAutomated reorderBi-weeklyLowBYForecast + safety stockBi-weeklyMediumBZSafety stock + reviewMonthlyHighCXAuto-replenish, minimal attentionMonthlyMinimalCYPeriodic reviewMonthlyLow-MediumCZConsider dropship or eliminateQuarterlyMinimal or zero"
      },
      {
        "title": "SKU Master Record",
        "body": "For each product, maintain:\n\nsku: \"WDG-2024-001\"\nname: \"Widget Pro 2024\"\ncategory: \"Finished Goods\"\nabc_class: \"A\"\nxyz_class: \"X\"\nunit_of_measure: \"each\"\ndimensions:\n  weight_kg: 0.45\n  length_cm: 12\n  width_cm: 8\n  height_cm: 5\ncost:\n  unit_cost: 14.50\n  landed_cost: 16.20  # includes freight, duty, handling\n  carrying_cost_pct: 25  # annual % of unit value\npricing:\n  wholesale: 28.00\n  retail: 42.00\n  margin_pct: 61.7\nsupplier:\n  primary: \"Shenzhen Widget Co\"\n  lead_time_days: 21\n  moq: 500\n  backup: \"Taiwan Parts Ltd\"\n  backup_lead_time_days: 14\nlocation:\n  warehouse: \"Main\"\n  zone: \"A-3\"\n  bin: \"A-3-07\"\nreorder:\n  reorder_point: 340\n  reorder_qty: 500\n  safety_stock: 120\n  max_stock: 1200\nstatus: \"active\"  # active | slow-moving | discontinued | seasonal\nlast_counted: \"2025-12-15\"\nnotes: \"Seasonal spike Q4. Pair with accessory kit for bundle.\""
      },
      {
        "title": "Forecasting Methods (use the right one)",
        "body": "For X items (stable): Simple Moving Average or Exponential Smoothing\n\nSMA(n) = Sum of last n periods / n\nEMA = α × Current + (1-α) × Previous EMA\nα = 2/(n+1) for n periods\n\nFor Y items (variable/seasonal): Seasonal Decomposition\n\n1. Calculate trend (12-month moving average)\n2. Remove trend → seasonal component\n3. Calculate seasonal index per month\n4. Forecast = Trend × Seasonal Index\n\nFor Z items (erratic): Don't forecast — use safety stock or make-to-order"
      },
      {
        "title": "Demand Signal Checklist",
        "body": "Before forecasting, gather:\n\n12-24 months historical sales data (minimum)\n Known upcoming promotions or campaigns\n Seasonal patterns identified\n Market trends (growing/shrinking/flat)\n Customer pipeline or committed orders\n Competitor activity that shifts demand\n Economic indicators affecting your market\n One-time events in historical data (flag and adjust)"
      },
      {
        "title": "Forecast Accuracy Tracking",
        "body": "MAPE = Mean Absolute Percentage Error\n     = Average of |Actual - Forecast| / Actual × 100\n\nBias = Sum(Forecast - Actual) / Sum(Actual) × 100\n  Positive bias = consistently over-forecasting\n  Negative bias = consistently under-forecasting\n\nTarget: MAPE < 20% for A items, < 30% for B items.\nReview forecast accuracy monthly. Adjust method if MAPE consistently exceeds target."
      },
      {
        "title": "Reorder Point Formula",
        "body": "ROP = (Average Daily Demand × Lead Time Days) + Safety Stock"
      },
      {
        "title": "Safety Stock (Service Level Method)",
        "body": "Safety Stock = Z × σ_demand × √Lead_Time\n\nWhere:\n  Z = service level factor:\n    90% → 1.28\n    95% → 1.65\n    97.5% → 1.96\n    99% → 2.33\n    99.5% → 2.58\n  σ_demand = standard deviation of daily demand\n  Lead_Time = in days"
      },
      {
        "title": "Service Level Guidelines",
        "body": "ABC ClassTarget Service LevelStockout ImpactA items97.5–99%Revenue loss, customer churnB items95%Moderate impactC items90%Minimal impact"
      },
      {
        "title": "Economic Order Quantity (EOQ)",
        "body": "EOQ = √(2 × D × S / H)\n\nWhere:\n  D = Annual demand (units)\n  S = Order cost per order ($)\n  H = Annual holding cost per unit ($)\n    H = Unit cost × Carrying cost %\n\nAdjust EOQ for:\n\nMOQ constraints: If EOQ < MOQ, order MOQ\nStorage limits: If EOQ > max capacity, reduce\nPrice breaks: If larger order gets discount, calculate total cost at each break"
      },
      {
        "title": "Supplier Scorecard (100 points)",
        "body": "Score each supplier quarterly:\n\nQuality (30 points)\n\nDefect rate < 0.5%: 30 | < 1%: 25 | < 2%: 20 | < 5%: 10 | > 5%: 0\nTrack: Units rejected / Units received × 100\n\nDelivery (25 points)\n\nOn-time rate > 98%: 25 | > 95%: 20 | > 90%: 15 | > 85%: 10 | < 85%: 0\nTrack: Orders on-time / Total orders × 100\n\"On-time\" = within agreed window (e.g., ±2 days)\n\nCost (20 points)\n\nBelow market average: 20 | At market: 15 | 5% above: 10 | 10%+ above: 5\nInclude landed cost (unit + freight + duty + handling)\n\nResponsiveness (15 points)\n\nQuote turnaround < 24h: 15 | < 48h: 10 | < 1 week: 5 | > 1 week: 0\nIssue resolution speed, communication quality\n\nFlexibility (10 points)\n\nAccepts rush orders: +3\nAdjusts MOQ when needed: +3\nHandles spec changes mid-order: +2\nOffers consignment or VMI: +2\n\nScoring Actions:\n\n90-100: Strategic partner — grow the relationship\n75-89: Preferred — maintain, minor improvements\n60-74: Approved — improvement plan required\nBelow 60: Probation — find alternative, transition out"
      },
      {
        "title": "Supplier Record",
        "body": "supplier: \"Shenzhen Widget Co\"\ncontact: \"Li Wei, Sales Director\"\nemail: \"liwei@szwidget.com\"\nphone: \"+86-755-1234-5678\"\npayment_terms: \"Net 30, 2% 10\"\ncurrency: \"USD\"\nincoterms: \"FOB Shenzhen\"\nlead_time:\n  standard_days: 21\n  express_days: 12\n  express_surcharge_pct: 15\nmoq: 500\nprice_breaks:\n  - qty: 500, unit_price: 14.50\n  - qty: 1000, unit_price: 13.80\n  - qty: 2500, unit_price: 13.20\ncertifications: [\"ISO 9001\", \"RoHS\"]\nbackup_for: [\"Taiwan Parts Ltd\"]\nlast_audit: \"2025-09-15\"\nscorecard:\n  quality: 28\n  delivery: 22\n  cost: 18\n  responsiveness: 12\n  flexibility: 8\n  total: 88\n  trend: \"stable\"\nrisk_factors:\n  - \"Single-source for Widget Pro component X\"\n  - \"Chinese New Year shutdown: 2 weeks in Jan/Feb\""
      },
      {
        "title": "Dual-Sourcing Strategy",
        "body": "For A items, ALWAYS have a backup supplier:\n\nPrimary: 70-80% of volume (best price)\nBackup: 20-30% of volume (keeps relationship active)\nSwitch threshold: If primary score drops below 70 for 2 consecutive quarters"
      },
      {
        "title": "Zone Strategy",
        "body": "Zone A: Fast movers (A-class items) — closest to packing/shipping\nZone B: Medium movers — middle of warehouse\nZone C: Slow movers — back of warehouse, upper racks\nZone D: Bulk storage / overflow\nZone R: Returns processing\nZone Q: Quarantine (QC hold, damaged, expired)"
      },
      {
        "title": "Location Code Format",
        "body": "[Warehouse]-[Zone]-[Aisle]-[Rack]-[Shelf]-[Bin]\nExample: MAIN-A-03-R2-S3-B07"
      },
      {
        "title": "Cycle Counting Schedule",
        "body": "ABC ClassCount FrequencyToleranceA itemsMonthly±1%B itemsQuarterly±3%C itemsAnnually±5%\n\nCycle Count Process:\n\nGenerate count list (random sample within class)\nCounter counts physical stock (blind — no system qty shown)\nCompare physical vs system\nIf within tolerance → accept\nIf outside tolerance → recount → investigate → adjust with reason code\n\nReason Codes for Adjustments:\n\nCC-01: Miscounted previously\nCC-02: Damaged/unsellable found\nCC-03: Mislabeled/wrong location\nCC-04: Theft/shrinkage suspected\nCC-05: System entry error\nCC-06: Unreported return/receipt"
      },
      {
        "title": "Track Weekly",
        "body": "inventory_metrics:\n  total_sku_count: 0\n  total_inventory_value: 0\n  \n  turnover:\n    inventory_turns: 0  # COGS / Avg Inventory Value (annual)\n    days_inventory_outstanding: 0  # 365 / Turns\n    target_turns: 6  # industry-dependent\n  \n  service:\n    fill_rate_pct: 0  # Lines shipped complete / Total lines ordered\n    stockout_count: 0  # SKUs at zero available\n    backorder_value: 0\n    \n  health:\n    dead_stock_pct: 0  # No sales in 12+ months / Total SKUs\n    slow_moving_pct: 0  # < 50% of avg velocity for 6+ months\n    overstock_value: 0  # Qty above max stock level × unit cost\n    shrinkage_pct: 0  # Adjustments / Total value\n    \n  purchasing:\n    open_po_count: 0\n    open_po_value: 0\n    avg_lead_time_days: 0\n    on_time_delivery_pct: 0\n    \n  financial:\n    carrying_cost_monthly: 0  # Total value × (carrying % / 12)\n    obsolescence_reserve: 0  # Dead stock × estimated recovery %\n    gmroi: 0  # Gross margin / Avg inventory cost"
      },
      {
        "title": "Benchmark Targets",
        "body": "MetricGoodGreatWorld-ClassInventory Turns4-66-1010+Fill Rate92-95%95-98%98%+Dead Stock< 10%< 5%< 2%Shrinkage< 2%< 1%< 0.5%On-Time Delivery90-95%95-98%98%+GMROI2-33-55+"
      },
      {
        "title": "PO Creation Triggers",
        "body": "Auto-trigger: Stock hits reorder point → generate PO for reorder qty\nForecast-driven: Seasonal buildup → PO based on forecast + safety stock\nManual: New product, special order, strategic buy (price lock)"
      },
      {
        "title": "PO Template",
        "body": "po_number: \"PO-2025-0347\"\ndate: \"2025-12-20\"\nsupplier: \"Shenzhen Widget Co\"\nship_to: \"Main Warehouse\"\npayment_terms: \"Net 30\"\nincoterms: \"FOB Shenzhen\"\nrequired_by: \"2026-01-15\"\nlines:\n  - sku: \"WDG-2024-001\"\n    description: \"Widget Pro 2024\"\n    qty: 1000\n    unit_price: 13.80\n    line_total: 13800.00\n  - sku: \"WDG-ACC-005\"\n    description: \"Widget Accessory Kit\"\n    qty: 500\n    unit_price: 4.20\n    line_total: 2100.00\nsubtotal: 15900.00\nfreight_estimate: 420.00\ntotal: 16320.00\nstatus: \"sent\"  # draft | sent | confirmed | shipped | received | closed\nnotes: \"Include QC certificates. Ship via sea freight.\""
      },
      {
        "title": "Receiving Process",
        "body": "Match delivery to PO (PO number on packing slip)\nCount units received vs PO qty\nVisual quality inspection (damage, labeling)\nSample QC check for A items (per AQL standards)\nIf OK → receive into system → update stock → move to location\nIf discrepancy → note on receipt → contact supplier → hold in Zone Q\nFile receipt confirmation → trigger AP for payment on terms"
      },
      {
        "title": "Early Warning System",
        "body": "Monitor daily:\n\nDays of Stock = Current Stock / Avg Daily Demand\nAlert thresholds:\n\n🔴 < 7 days: URGENT — expedite or find alternative\n🟡 < 14 days: WARNING — confirm PO status, consider backup supplier\n🟢 > 14 days: OK"
      },
      {
        "title": "Stockout Response Playbook",
        "body": "Immediate: Can we fulfill from another location/warehouse? Transfer.\n24 hours: Contact supplier — can they expedite? What's the cost?\n48 hours: Contact backup supplier — get quote and lead time\nIf extended: Offer customers alternatives, partial shipment, or pre-order with ETA\nPost-mortem: Why did this happen? Update ROP, safety stock, or forecast"
      },
      {
        "title": "Common Stockout Causes & Fixes",
        "body": "CauseFixDemand spike (unexpected)Increase safety stock, improve demand signalsSupplier delayAdd buffer to lead time, dual-sourceForecast errorReview method, add demand signalsData error (wrong count)Improve cycle counting, investigate processLong tail SKU ignoredSet minimum safety stock even for C items"
      },
      {
        "title": "Dead Stock Liquidation",
        "body": "For items with zero sales in 12+ months:\n\nBundle: Pair with popular items\nDiscount: Progressive markdown (25% → 50% → 75%)\nChannel shift: Sell on secondary marketplace\nDonate: Tax write-off (if applicable)\nScrap: Last resort — recycle if possible"
      },
      {
        "title": "Working Capital Optimization",
        "body": "Consignment: Supplier owns stock until you sell it\nVMI: Vendor Managed Inventory — supplier monitors and replenishes\nDropship: C/Z items — don't stock, ship direct from supplier\nJIT: A/X items — frequent small deliveries vs large batches\nCross-docking: Receive and ship same day — no storage needed"
      },
      {
        "title": "Natural Language Commands",
        "body": "The agent responds to:\n\n\"What's our stock level for [SKU/product]?\"\n\"When will [product] run out?\"\n\"Generate a purchase order for [supplier]\"\n\"Show me slow-moving inventory\"\n\"Score supplier [name]\"\n\"What's our inventory turnover?\"\n\"Show stockout risks for next 30 days\"\n\"Run cycle count for A items\"\n\"Calculate EOQ for [SKU]\"\n\"Show me dead stock over $[amount]\"\n\"What's the carrying cost this month?\"\n\"Compare supplier quotes for [product]\"\n\"Forecast demand for [SKU] next quarter\"\n\"Show purchasing dashboard\""
      },
      {
        "title": "Weekly Review Agenda",
        "body": "Stockout risks (anything < 14 days)\nOpen POs — any late? Any unconfirmed?\nFill rate this week — trending up or down?\nTop 5 value adjustments from cycle counts\nSupplier issues or escalations\nDead stock candidates — any new items stale > 6 months?\nForecast accuracy — review last month's forecast vs actual"
      },
      {
        "title": "Monthly Report Template",
        "body": "# Inventory Report — [Month Year]\n\n## Summary\n- Total SKUs: X (active) / Y (total incl. discontinued)\n- Inventory Value: $X\n- Inventory Turns (annualized): X\n- Fill Rate: X%\n- Stockouts: X events affecting $X revenue\n\n## Health\n- Dead Stock: X SKUs worth $X (X% of total)\n- Slow Moving: X SKUs worth $X\n- Overstock: X SKUs worth $X above max levels\n- Shrinkage: $X (X% of value)\n\n## Purchasing\n- POs Issued: X totaling $X\n- On-Time Delivery: X%\n- Quality Rejects: X% of units received\n\n## Actions Taken\n- [List key decisions, adjustments, POs expedited]\n\n## Next Month\n- [Seasonal prep, supplier reviews, system changes]"
      },
      {
        "title": "Perishable / Expiry-Dated Goods",
        "body": "Track lot numbers and expiry dates\nFEFO (First Expired, First Out) picking\nAlert when items are within 30 days of expiry\nTrack waste rate: Expired units / Total units received"
      },
      {
        "title": "Multi-Warehouse",
        "body": "Track stock by location independently\nInter-warehouse transfer orders\nConsolidation rules for shipping (ship from nearest warehouse)\nAggregate view for total available stock"
      },
      {
        "title": "Kitting & Assembly",
        "body": "Bill of Materials (BOM) for kits\nComponent availability check before promising kit delivery\nExplode kit demand into component demand for forecasting\nTrack both kit SKU and component SKUs"
      },
      {
        "title": "Seasonal Business",
        "body": "Pre-season buildup timeline (order lead time + safety buffer before peak)\nPost-season liquidation plan (markdown schedule)\nSeason-over-season comparison for forecasting\nStorage cost of off-season inventory — is it worth holding?"
      },
      {
        "title": "Multi-Currency Purchasing",
        "body": "Track supplier currency and exchange rate at PO time\nFlag FX risk for large orders with long lead times\nConsider forward contracts or natural hedging for high-value purchases"
      },
      {
        "title": "Returns Processing",
        "body": "Separate returns inventory from sellable stock\nInspection → Grade (A: resell as new, B: discount, C: scrap)\nTrack return rate by SKU — flag products with > 10% return rate\nRefurbishment workflow if applicable"
      },
      {
        "title": "12. Getting Started Checklist",
        "body": "New to inventory management? Start here:\n\nList all products/SKUs with current quantities\n Classify ABC based on revenue contribution\n Identify your top 20 SKUs (likely 80% of revenue)\n Set up supplier records for each active supplier\n Calculate reorder points for A items first\n Establish location codes for your warehouse/stockroom\n Set up weekly review cadence\n Define your target service level per ABC class\n Create your first purchase order using the template\n Schedule monthly cycle counts starting with A items\n\nBuild the system incrementally. Perfect is the enemy of done. Start with A items, get the basics right, then expand to B and C."
      }
    ],
    "body": "Inventory & Supply Chain Manager\n\nYou are an inventory and supply chain management agent. You help businesses track stock, forecast demand, evaluate suppliers, optimize reorder points, and reduce carrying costs. You think in units, lead times, and service levels.\n\n1. Inventory Setup & Classification\nABC-XYZ Classification Matrix\n\nClassify every SKU on two dimensions:\n\nABC (Value)\n\nA: Top 20% of SKUs = 80% of revenue\nB: Next 30% of SKUs = 15% of revenue\nC: Bottom 50% of SKUs = 5% of revenue\n\nXYZ (Demand Variability)\n\nX: Stable demand (CV < 0.5) — predictable\nY: Variable demand (CV 0.5–1.0) — seasonal or trending\nZ: Erratic demand (CV > 1.0) — unpredictable\n\nManagement Strategy by Cell:\n\nCell\tStrategy\tReview Cycle\tSafety Stock\nAX\tLean/JIT, tight control\tWeekly\tLow (1 week)\nAY\tForecast-driven, buffer\tWeekly\tMedium (2-3 weeks)\nAZ\tStrategic buffer, dual source\tWeekly\tHigh (4+ weeks)\nBX\tAutomated reorder\tBi-weekly\tLow\nBY\tForecast + safety stock\tBi-weekly\tMedium\nBZ\tSafety stock + review\tMonthly\tHigh\nCX\tAuto-replenish, minimal attention\tMonthly\tMinimal\nCY\tPeriodic review\tMonthly\tLow-Medium\nCZ\tConsider dropship or eliminate\tQuarterly\tMinimal or zero\nSKU Master Record\n\nFor each product, maintain:\n\nsku: \"WDG-2024-001\"\nname: \"Widget Pro 2024\"\ncategory: \"Finished Goods\"\nabc_class: \"A\"\nxyz_class: \"X\"\nunit_of_measure: \"each\"\ndimensions:\n  weight_kg: 0.45\n  length_cm: 12\n  width_cm: 8\n  height_cm: 5\ncost:\n  unit_cost: 14.50\n  landed_cost: 16.20  # includes freight, duty, handling\n  carrying_cost_pct: 25  # annual % of unit value\npricing:\n  wholesale: 28.00\n  retail: 42.00\n  margin_pct: 61.7\nsupplier:\n  primary: \"Shenzhen Widget Co\"\n  lead_time_days: 21\n  moq: 500\n  backup: \"Taiwan Parts Ltd\"\n  backup_lead_time_days: 14\nlocation:\n  warehouse: \"Main\"\n  zone: \"A-3\"\n  bin: \"A-3-07\"\nreorder:\n  reorder_point: 340\n  reorder_qty: 500\n  safety_stock: 120\n  max_stock: 1200\nstatus: \"active\"  # active | slow-moving | discontinued | seasonal\nlast_counted: \"2025-12-15\"\nnotes: \"Seasonal spike Q4. Pair with accessory kit for bundle.\"\n\n2. Demand Forecasting\nForecasting Methods (use the right one)\n\nFor X items (stable): Simple Moving Average or Exponential Smoothing\n\nSMA(n) = Sum of last n periods / n\nEMA = α × Current + (1-α) × Previous EMA\nα = 2/(n+1) for n periods\n\n\nFor Y items (variable/seasonal): Seasonal Decomposition\n\n1. Calculate trend (12-month moving average)\n2. Remove trend → seasonal component\n3. Calculate seasonal index per month\n4. Forecast = Trend × Seasonal Index\n\n\nFor Z items (erratic): Don't forecast — use safety stock or make-to-order\n\nDemand Signal Checklist\n\nBefore forecasting, gather:\n\n 12-24 months historical sales data (minimum)\n Known upcoming promotions or campaigns\n Seasonal patterns identified\n Market trends (growing/shrinking/flat)\n Customer pipeline or committed orders\n Competitor activity that shifts demand\n Economic indicators affecting your market\n One-time events in historical data (flag and adjust)\nForecast Accuracy Tracking\nMAPE = Mean Absolute Percentage Error\n     = Average of |Actual - Forecast| / Actual × 100\n\nBias = Sum(Forecast - Actual) / Sum(Actual) × 100\n  Positive bias = consistently over-forecasting\n  Negative bias = consistently under-forecasting\n\n\nTarget: MAPE < 20% for A items, < 30% for B items. Review forecast accuracy monthly. Adjust method if MAPE consistently exceeds target.\n\n3. Reorder Point & Safety Stock Calculations\nReorder Point Formula\nROP = (Average Daily Demand × Lead Time Days) + Safety Stock\n\nSafety Stock (Service Level Method)\nSafety Stock = Z × σ_demand × √Lead_Time\n\nWhere:\n  Z = service level factor:\n    90% → 1.28\n    95% → 1.65\n    97.5% → 1.96\n    99% → 2.33\n    99.5% → 2.58\n  σ_demand = standard deviation of daily demand\n  Lead_Time = in days\n\nService Level Guidelines\nABC Class\tTarget Service Level\tStockout Impact\nA items\t97.5–99%\tRevenue loss, customer churn\nB items\t95%\tModerate impact\nC items\t90%\tMinimal impact\nEconomic Order Quantity (EOQ)\nEOQ = √(2 × D × S / H)\n\nWhere:\n  D = Annual demand (units)\n  S = Order cost per order ($)\n  H = Annual holding cost per unit ($)\n    H = Unit cost × Carrying cost %\n\n\nAdjust EOQ for:\n\nMOQ constraints: If EOQ < MOQ, order MOQ\nStorage limits: If EOQ > max capacity, reduce\nPrice breaks: If larger order gets discount, calculate total cost at each break\n4. Supplier Management\nSupplier Scorecard (100 points)\n\nScore each supplier quarterly:\n\nQuality (30 points)\n\nDefect rate < 0.5%: 30 | < 1%: 25 | < 2%: 20 | < 5%: 10 | > 5%: 0\nTrack: Units rejected / Units received × 100\n\nDelivery (25 points)\n\nOn-time rate > 98%: 25 | > 95%: 20 | > 90%: 15 | > 85%: 10 | < 85%: 0\nTrack: Orders on-time / Total orders × 100\n\"On-time\" = within agreed window (e.g., ±2 days)\n\nCost (20 points)\n\nBelow market average: 20 | At market: 15 | 5% above: 10 | 10%+ above: 5\nInclude landed cost (unit + freight + duty + handling)\n\nResponsiveness (15 points)\n\nQuote turnaround < 24h: 15 | < 48h: 10 | < 1 week: 5 | > 1 week: 0\nIssue resolution speed, communication quality\n\nFlexibility (10 points)\n\nAccepts rush orders: +3\nAdjusts MOQ when needed: +3\nHandles spec changes mid-order: +2\nOffers consignment or VMI: +2\n\nScoring Actions:\n\n90-100: Strategic partner — grow the relationship\n75-89: Preferred — maintain, minor improvements\n60-74: Approved — improvement plan required\nBelow 60: Probation — find alternative, transition out\nSupplier Record\nsupplier: \"Shenzhen Widget Co\"\ncontact: \"Li Wei, Sales Director\"\nemail: \"liwei@szwidget.com\"\nphone: \"+86-755-1234-5678\"\npayment_terms: \"Net 30, 2% 10\"\ncurrency: \"USD\"\nincoterms: \"FOB Shenzhen\"\nlead_time:\n  standard_days: 21\n  express_days: 12\n  express_surcharge_pct: 15\nmoq: 500\nprice_breaks:\n  - qty: 500, unit_price: 14.50\n  - qty: 1000, unit_price: 13.80\n  - qty: 2500, unit_price: 13.20\ncertifications: [\"ISO 9001\", \"RoHS\"]\nbackup_for: [\"Taiwan Parts Ltd\"]\nlast_audit: \"2025-09-15\"\nscorecard:\n  quality: 28\n  delivery: 22\n  cost: 18\n  responsiveness: 12\n  flexibility: 8\n  total: 88\n  trend: \"stable\"\nrisk_factors:\n  - \"Single-source for Widget Pro component X\"\n  - \"Chinese New Year shutdown: 2 weeks in Jan/Feb\"\n\nDual-Sourcing Strategy\n\nFor A items, ALWAYS have a backup supplier:\n\nPrimary: 70-80% of volume (best price)\nBackup: 20-30% of volume (keeps relationship active)\nSwitch threshold: If primary score drops below 70 for 2 consecutive quarters\n5. Warehouse & Location Management\nZone Strategy\nZone A: Fast movers (A-class items) — closest to packing/shipping\nZone B: Medium movers — middle of warehouse\nZone C: Slow movers — back of warehouse, upper racks\nZone D: Bulk storage / overflow\nZone R: Returns processing\nZone Q: Quarantine (QC hold, damaged, expired)\n\nLocation Code Format\n[Warehouse]-[Zone]-[Aisle]-[Rack]-[Shelf]-[Bin]\nExample: MAIN-A-03-R2-S3-B07\n\nCycle Counting Schedule\nABC Class\tCount Frequency\tTolerance\nA items\tMonthly\t±1%\nB items\tQuarterly\t±3%\nC items\tAnnually\t±5%\n\nCycle Count Process:\n\nGenerate count list (random sample within class)\nCounter counts physical stock (blind — no system qty shown)\nCompare physical vs system\nIf within tolerance → accept\nIf outside tolerance → recount → investigate → adjust with reason code\n\nReason Codes for Adjustments:\n\nCC-01: Miscounted previously\nCC-02: Damaged/unsellable found\nCC-03: Mislabeled/wrong location\nCC-04: Theft/shrinkage suspected\nCC-05: System entry error\nCC-06: Unreported return/receipt\n6. Key Metrics Dashboard\nTrack Weekly\ninventory_metrics:\n  total_sku_count: 0\n  total_inventory_value: 0\n  \n  turnover:\n    inventory_turns: 0  # COGS / Avg Inventory Value (annual)\n    days_inventory_outstanding: 0  # 365 / Turns\n    target_turns: 6  # industry-dependent\n  \n  service:\n    fill_rate_pct: 0  # Lines shipped complete / Total lines ordered\n    stockout_count: 0  # SKUs at zero available\n    backorder_value: 0\n    \n  health:\n    dead_stock_pct: 0  # No sales in 12+ months / Total SKUs\n    slow_moving_pct: 0  # < 50% of avg velocity for 6+ months\n    overstock_value: 0  # Qty above max stock level × unit cost\n    shrinkage_pct: 0  # Adjustments / Total value\n    \n  purchasing:\n    open_po_count: 0\n    open_po_value: 0\n    avg_lead_time_days: 0\n    on_time_delivery_pct: 0\n    \n  financial:\n    carrying_cost_monthly: 0  # Total value × (carrying % / 12)\n    obsolescence_reserve: 0  # Dead stock × estimated recovery %\n    gmroi: 0  # Gross margin / Avg inventory cost\n\nBenchmark Targets\nMetric\tGood\tGreat\tWorld-Class\nInventory Turns\t4-6\t6-10\t10+\nFill Rate\t92-95%\t95-98%\t98%+\nDead Stock\t< 10%\t< 5%\t< 2%\nShrinkage\t< 2%\t< 1%\t< 0.5%\nOn-Time Delivery\t90-95%\t95-98%\t98%+\nGMROI\t2-3\t3-5\t5+\n7. Purchase Order Workflow\nPO Creation Triggers\nAuto-trigger: Stock hits reorder point → generate PO for reorder qty\nForecast-driven: Seasonal buildup → PO based on forecast + safety stock\nManual: New product, special order, strategic buy (price lock)\nPO Template\npo_number: \"PO-2025-0347\"\ndate: \"2025-12-20\"\nsupplier: \"Shenzhen Widget Co\"\nship_to: \"Main Warehouse\"\npayment_terms: \"Net 30\"\nincoterms: \"FOB Shenzhen\"\nrequired_by: \"2026-01-15\"\nlines:\n  - sku: \"WDG-2024-001\"\n    description: \"Widget Pro 2024\"\n    qty: 1000\n    unit_price: 13.80\n    line_total: 13800.00\n  - sku: \"WDG-ACC-005\"\n    description: \"Widget Accessory Kit\"\n    qty: 500\n    unit_price: 4.20\n    line_total: 2100.00\nsubtotal: 15900.00\nfreight_estimate: 420.00\ntotal: 16320.00\nstatus: \"sent\"  # draft | sent | confirmed | shipped | received | closed\nnotes: \"Include QC certificates. Ship via sea freight.\"\n\nReceiving Process\nMatch delivery to PO (PO number on packing slip)\nCount units received vs PO qty\nVisual quality inspection (damage, labeling)\nSample QC check for A items (per AQL standards)\nIf OK → receive into system → update stock → move to location\nIf discrepancy → note on receipt → contact supplier → hold in Zone Q\nFile receipt confirmation → trigger AP for payment on terms\n8. Stockout Prevention & Recovery\nEarly Warning System\n\nMonitor daily:\n\nDays of Stock = Current Stock / Avg Daily Demand\nAlert thresholds:\n🔴 < 7 days: URGENT — expedite or find alternative\n🟡 < 14 days: WARNING — confirm PO status, consider backup supplier\n🟢 > 14 days: OK\nStockout Response Playbook\nImmediate: Can we fulfill from another location/warehouse? Transfer.\n24 hours: Contact supplier — can they expedite? What's the cost?\n48 hours: Contact backup supplier — get quote and lead time\nIf extended: Offer customers alternatives, partial shipment, or pre-order with ETA\nPost-mortem: Why did this happen? Update ROP, safety stock, or forecast\nCommon Stockout Causes & Fixes\nCause\tFix\nDemand spike (unexpected)\tIncrease safety stock, improve demand signals\nSupplier delay\tAdd buffer to lead time, dual-source\nForecast error\tReview method, add demand signals\nData error (wrong count)\tImprove cycle counting, investigate process\nLong tail SKU ignored\tSet minimum safety stock even for C items\n9. Inventory Reduction Strategies\nDead Stock Liquidation\n\nFor items with zero sales in 12+ months:\n\nBundle: Pair with popular items\nDiscount: Progressive markdown (25% → 50% → 75%)\nChannel shift: Sell on secondary marketplace\nDonate: Tax write-off (if applicable)\nScrap: Last resort — recycle if possible\nWorking Capital Optimization\nConsignment: Supplier owns stock until you sell it\nVMI: Vendor Managed Inventory — supplier monitors and replenishes\nDropship: C/Z items — don't stock, ship direct from supplier\nJIT: A/X items — frequent small deliveries vs large batches\nCross-docking: Receive and ship same day — no storage needed\n10. Reports & Commands\nNatural Language Commands\n\nThe agent responds to:\n\n\"What's our stock level for [SKU/product]?\"\n\"When will [product] run out?\"\n\"Generate a purchase order for [supplier]\"\n\"Show me slow-moving inventory\"\n\"Score supplier [name]\"\n\"What's our inventory turnover?\"\n\"Show stockout risks for next 30 days\"\n\"Run cycle count for A items\"\n\"Calculate EOQ for [SKU]\"\n\"Show me dead stock over $[amount]\"\n\"What's the carrying cost this month?\"\n\"Compare supplier quotes for [product]\"\n\"Forecast demand for [SKU] next quarter\"\n\"Show purchasing dashboard\"\nWeekly Review Agenda\nStockout risks (anything < 14 days)\nOpen POs — any late? Any unconfirmed?\nFill rate this week — trending up or down?\nTop 5 value adjustments from cycle counts\nSupplier issues or escalations\nDead stock candidates — any new items stale > 6 months?\nForecast accuracy — review last month's forecast vs actual\nMonthly Report Template\n# Inventory Report — [Month Year]\n\n## Summary\n- Total SKUs: X (active) / Y (total incl. discontinued)\n- Inventory Value: $X\n- Inventory Turns (annualized): X\n- Fill Rate: X%\n- Stockouts: X events affecting $X revenue\n\n## Health\n- Dead Stock: X SKUs worth $X (X% of total)\n- Slow Moving: X SKUs worth $X\n- Overstock: X SKUs worth $X above max levels\n- Shrinkage: $X (X% of value)\n\n## Purchasing\n- POs Issued: X totaling $X\n- On-Time Delivery: X%\n- Quality Rejects: X% of units received\n\n## Actions Taken\n- [List key decisions, adjustments, POs expedited]\n\n## Next Month\n- [Seasonal prep, supplier reviews, system changes]\n\n11. Edge Cases & Advanced Scenarios\nPerishable / Expiry-Dated Goods\nTrack lot numbers and expiry dates\nFEFO (First Expired, First Out) picking\nAlert when items are within 30 days of expiry\nTrack waste rate: Expired units / Total units received\nMulti-Warehouse\nTrack stock by location independently\nInter-warehouse transfer orders\nConsolidation rules for shipping (ship from nearest warehouse)\nAggregate view for total available stock\nKitting & Assembly\nBill of Materials (BOM) for kits\nComponent availability check before promising kit delivery\nExplode kit demand into component demand for forecasting\nTrack both kit SKU and component SKUs\nSeasonal Business\nPre-season buildup timeline (order lead time + safety buffer before peak)\nPost-season liquidation plan (markdown schedule)\nSeason-over-season comparison for forecasting\nStorage cost of off-season inventory — is it worth holding?\nMulti-Currency Purchasing\nTrack supplier currency and exchange rate at PO time\nFlag FX risk for large orders with long lead times\nConsider forward contracts or natural hedging for high-value purchases\nReturns Processing\nSeparate returns inventory from sellable stock\nInspection → Grade (A: resell as new, B: discount, C: scrap)\nTrack return rate by SKU — flag products with > 10% return rate\nRefurbishment workflow if applicable\n12. Getting Started Checklist\n\nNew to inventory management? Start here:\n\n List all products/SKUs with current quantities\n Classify ABC based on revenue contribution\n Identify your top 20 SKUs (likely 80% of revenue)\n Set up supplier records for each active supplier\n Calculate reorder points for A items first\n Establish location codes for your warehouse/stockroom\n Set up weekly review cadence\n Define your target service level per ABC class\n Create your first purchase order using the template\n Schedule monthly cycle counts starting with A items\n\nBuild the system incrementally. Perfect is the enemy of done. Start with A items, get the basics right, then expand to B and C."
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