Skip to content
InventoryA product by R&D COPILOT Request a quote

Stock. Reservations. Accountability.

Every unit.
Accounted for.

What is on the shelf is only half the story. See what is reserved, what is moving and what your team can actually promise.

INV / 001STOCK POSITION
Available to promise104units
On hand128
−
Reserved24
=
Available104
ONE QUANTITY RECORD
01—04

A clearer stock position. From receiving to the next sale.

01 /

Separate the numbers.

Keep physical stock and commitments visible together. Available means on hand minus reserved.

02 /

Follow the movement.

Receipts, transfers, sales and returns belong in a connected history, with a reason behind each change.

03 /

Buy with context.

Put availability beside incoming stock and replenishment rules before deciding what to order.

02 / THE REORDER DESK

What should you order next?

Choose an item. Adjust demand and lead time. See how your purchasing decision changes.

InventoryREPLENISHMENT WORKSHEET / 01

Location: A–01 / Main stockroom

Safety stock
30 units
Purchase pack
20 units
Extra coverage
7 days
On hand128
Reserved24
Available104
Incoming0

Inventory position

Below reorder point
0Reorder point: 114Target: 198
Suggested purchase100units
5 packs of 20Rounded to your purchase pack.

Position104 + 0 = 104

Reorder point12 × 7 + 30 = 114

Restock target114 + 12 × 7 = 198

BX-040 · Stock movement trailReview movements

Trace the current position back through each movement. Reservations change availability; only physical movements change on-hand stock.

MovementOn handReservedAvailable
01 · Receipt1440144
02 · Reservation14424120
03 · Sale from unreserved stock12824104

Planning rule: include incoming stock; assume it arrives within the lead time. Order when position is below the reorder point.

03 / THE DECISION, IN VIEW

A number you can explain.

Purchasing needs more than a low-stock warning. Make the calculation visible, so your team can question the lead time, check incoming quantities and agree the next order.

  1. Start with availabilityKeep committed units out of your promise.
  2. Check the thresholdDemand during lead time, plus a safety buffer.
  3. Respect the purchase packRound the shortfall up to a quantity you can buy.
Inventory worksheet showing 104 available units, a reorder point of 114 and a purchase suggestion of 100 units.
FIG. 01Replenishment worksheet · stock position and purchasing rule in one view.

04 / BUILT AROUND YOUR OPERATIONS

Give every movement a place.

Start with the way your business receives, reserves, moves and sells stock. We shape the implementation around the quantities and responsibilities that matter.

Discuss your stock workflow
01 / Define

Items, locations and opening stock

Agree units of measure, location ownership and the starting quantities.

02 / Trace

Receipts through to returns

Map the movement trail, reservation rules and correction process.

03 / Connect

The systems your team uses

Scope ERP, POS and warehouse handoffs against a shared stock record.

PUT YOUR STOCK IN ORDER

Less guesswork.
More stock clarity.

Tell us how your stock moves. Let’s define your Inventory setup.