The In-Stock Engine: managed inventory planning

Your next stockout is already scheduled.

Not “might happen.” Scheduled. It was decided weeks ago by an order-by date nobody was watching. We model your catalog once, then run a weekly planning cycle with you or for you, so you never guess a reorder again.

Independently verified 100% job success 26 contracts 1,729 hours billed ★★★★★ 5.0 from 17 clients Top Rated Plus

If your suppliers quote lead times of 30 to 120 days, whether you’re in stock on day 90 is being decided in weeks like this one.

This week’s plan WK 30 · Mon Jul 20 Sample: illustrative SKUs & dates
CK-DUO-08
Cover96 d Lead75 d
PO · 1,200 unitsin band, order inside the window Order byAug 10 T−17 d
CK-PAN-12
Cover64 d Lead60 d
PO · 2,400 unitsbuffer: 0 days, order inside this window Order byJul 28 T−4 d
EM-SCT-02
Cover11 d FBA Lead45 d
Transfer 3PL → FBA · 640 unitsFBA runs dry ~Aug 7 if unmoved Order byAug 3 move now
PT-BED-01
Cover210 d Lead30 d
Hold: cash parked in overstockaging toward a surcharge tier, skip this cycle Order bySep 21 review
healthy act now watch at risk In your inbox before the call, every week.
01 · The working record

Real findings, from real engagements.

$6,000Supplier overpaymentCaught before it left the account.
$14,000Refund chainRecovered on documentation that existed.
280 → 31Shipments to casesUnreconciled, swept, filed.
4,800Units foundInvisible to planning under a duplicate SKU.
~400 dPO stoppedCoverage on an order already placed.
72 hrsTo a working sheetFrom data access to every SKU, every node.

Four anonymized engagements. Every number traces to a documented catch, not a claim written for this page.

The full record →
02 · What this is costing you

Run your own number.

Two costs, and you’re paying both today. Move the sliders. These are directional retail-analytics estimates, not claims about your business, so check them against your own last stockout: the SKU, the days dark, the rank you had to buy back.

$3.0M
$1M$30M
6 hrs / week
1 hr15 hrs

Reorder math, ETA chasing, PO and deposit approval. Most founders at this stage spend more than they count.

The bleed
$120K to $240K a year

4 to 8 percent of revenue lost to stockouts a year, on a brand running real inventory without a disciplined weekly watch. Core costs $15,000 a year.

Your hours
$23K to $39K a year

312 hours a year, valued at $75 to $125 of your own time.

You’re already paying for supply chain management. You’re just paying it to yourself, at midnight, in the currency you can least afford.

03 · The problem

It’s 11pm, and you’re still the freight desk.

If you sell physical products with real supplier lead times, the decisions that make or break your cash are made weeks before the symptoms show. Four ways it goes wrong:

Stockouts that destroy momentum

A stockout costs you more than a day of sales. On Amazon it sinks your rank and the organic momentum you spent months building. On Shopify and retail it costs you the reorder and, often, the customer. Recovery takes weeks.

Felt Day 90
Decided The week the order-by passed

Cash asleep in the wrong inventory

Long lead times force you to order months ahead. Order too much and your cash is locked in a warehouse, aging toward a storage surcharge tier nobody is watching. Order too little and you’re back to stockouts.

Felt Month-end
Decided The week the PO was sized

Three numbers that disagree

Amazon says one thing. Your 3PL says another. Your supplier is holding stock neither of them knows about. You make reorder decisions on top of all three, and somewhere in the gap is a stockout or a pile of dead cash.

Felt Every Monday
Decided Never, nobody owns the numbers

The founder is the planner

You’re the CEO, the inventory planner, and the freight coordinator. You have chased a forwarder for an ETA at 11pm personally, more than once, because nobody chased it during business hours.

Felt 11pm tonight
Decided Every week it stays this way

Red is when it hurts. Cyan is when it was decided.

04 · Why the last three fixes didn’t hold

None of them failed because the math was hard.

You’ve probably attacked this three ways already. Each one failed the same way, and it wasn’t intelligence that was missing.

The spreadsheet

Held the math but not the discipline. It was right the day it was built and decayed from there, because nobody is paid to keep it true.

The software

Still on your card statement. It will happily recommend a reorder against a stock number that’s wrong, because it doesn’t know your 3PL miscounted. Numbers, no judgment.

The hire

Ramped for months, held the system in their head, and left with it. Or never ramped at all, and you spent six months finding out.

What all three were missing isn’t intelligence. It’s ownership. Someone responsible, every single week, for the plan being true, with a written system that survives them. That is the product. Everything else is how.

How this compares to the tools, by name →
05 · The mechanism

Three layers, then one cadence.

We model your catalog once, properly. Then the weekly rhythm keeps it true.

Layer 1 · first

Stop the bleed

Before optimizing anything, we find the money already leaking. The Sunset Tab flags dead stock and surcharge exposure per SKU with a reason attached. The Found-Money Sprint sweeps unreconciled shipments, overstock, and placement eligibility. The Reconciliation Layer makes your platform, your 3PL, and your supplier agree, with the discrepancies named.

Layer 2 · weeks 1 to 3

Build the model

The Master Sheet System: one combined inventory and demand view across every node. The PO Tracker, so an order’s status is a field and not a conversation. The Forecast Engine, sizing reorder points off real velocity by SKU and channel. The Lead-Time Pipeline Model, a 23-stage map of how long things actually take, so your Q4 and Chinese New Year order-by dates fall out automatically.

Layer 3 · before handover

Leave it behind

The Nine SOPs, installed and trained, so the system survives any one person stepping back. Including us.

Then, every week

The run

The plan lands before your call. Thirty minutes with your account lead, walking the decisions and not the data. The watch happens in between: order-by dates, ETAs, velocity spikes, and the reconciliation that keeps all of it honest.

See the full weekly cycle →
06 · Your week, once this is running

Thirty minutes on Tuesday. That’s the whole ask.

One structured handover at the start, one sign-off walkthrough at the end of the build. After that, the calendar cost is a single call a week.

Your week · one call in it After the build

One column of seven. That is the entire calendar cost after the build, and it does not grow with your catalog.

Monday

The plan is already in your inbox. Every SKU that needs an order, with the quantity, the supplier, and the order-by date. Every transfer worth making. Every risk flag, ranked, each with a reason.

Tuesday

Thirty minutes, one call. The senior lead walks you through the decisions. You say yes, no, or “not that one, here’s why.” That context goes into the system so it’s sharper next week.

The rest of the week

You go run your business. The order-by dates are watched. The ETAs are chased by someone else. When a SKU accelerates past twice its baseline, the flag reaches you while it’s still cheap to fix.

The number that used to live in your head at 2am now lives in a system you can audit.

What actually lands

This is the file, not a mockup of one.

Every Monday you get a workbook, not a dashboard login. Same tabs, same thresholds, every week. The column that matters is Next PO placement: the date a replenishment decision has to be made, worked backwards from when you run out.

SC System — weekly, wk 31 Illustrative · real structure
fxNext PO placement = [@[OOS date]] − [@[Total LT]]   // the date the decision has to be made
ABCDEFGHI
1Amazon SKUDOC AVLDOC FBADOC 3PLOOS dateNext PO placementQty to orderForecast confidenceTotal LT
2EM-SCT-02111114914 AugTODAY640HIGH · downside aligned45
3CK-PAN-1264388805 Oct06 Aug2,400HIGH · upside aligned60
4PT-BED-0362417403 Oct11 Aug1,150MEDIUM · demand slowdown55
5CK-DUO-08966111206 Nov19 Aug1,200HIGH · downside aligned75
6GR-MAT-071157814125 Nov02 SepLOW · structural mismatch90
7
SC SystemTransferMedium-riskOpen POsHealth snapshotSuppliers
Total LT is production + transit + inbound processing. Subtract it from the out-of-stock date and you get the day the decision was actually due, which is almost never the day it feels due.
And where those days come from

Lead time is a path, not a number.

Every leg of a chain has its own clock. The one that sets your order-by date is the longest run of them end to end, which is almost never the one people add up. Here is a whole catalog drawn out, with that path picked out in it.

A supply chain drawn end to end: production, in transit and customs upstream, a 3PL holding stock, then AWD, FBA and Walmart WFS held by the platforms, and Amazon FBM, TikTok Shop and Shopify as channels. The longest path runs production to in transit to customs to the 3PL to AWD to FBA and out to Shopify by MCF, and totals 110 days.
Longest path 110 d 10 nodes Draw yours in a minute →

Lead time is the longest path, not the sum: two branches out of one 3PL run at the same time. This chain totals 110 days, and the last three of them are an MCF order shipping out of the same FBA units the Amazon side is counting on.

Illustrative SKU and figures. The columns, the thresholds and the redacted row are exactly what a real file looks like.

Draw your own supply chain map →
07 · Who this is for

If you hold real inventory, this is for you. Amazon or not.

Our deepest bench is Amazon, and the name says so. But the engine plans against lead times and nodes, not against a marketplace. The brands we run are rarely on one channel, and none of the modelling changes when you add another.

One SKU · CK-DUO-08 Velocity, last 30 days
Amazon FBA4.57 /day63%
TikTok Shop1.35 /day19%
Shopify, direct0.90 /day12%
Wholesale PO0.40 /day6%
Combined7.22 /day on hand, all nodes693 u days of coverage96 d

Four inputs, one reorder point. Adding a channel adds a column. The model that produces the date does not change.

Illustrative SKU and figures. The structure is the real one: velocity is tracked per channel and planned on the combined number, which is why the sheet carries an Amazon column and a TikTok Shop column side by side.

Marketplaces

Amazon FBA, FBM, AWD and multi-region. Walmart, TikTok Shop, eBay, Etsy. The Amazon-specific work, placement, badge eligibility, reimbursements, is depth we bring, not a boundary we stop at.

Your own store

Shopify, WooCommerce, BigCommerce, headless. Direct-to-consumer stock is planned in the same sheet as everything else, against the same lead times and the same reorder points.

Wholesale and retail

Retail POs, distributor and B2B orders, and stock held at your own warehouse or a 3PL. If it consumes units and has a lead time, it belongs in the model.

The one thing that does matter: real inventory with real supplier lead times, roughly 30 to 120 days. That’s the constraint the engine is built around. Channel mix is just columns.

08 · Third-party proof

Someone else already vouched.

Nothing written in the first person settles whether we’ll be careful with your money. A platform-verified record does. Upwork computes these numbers, we don’t, and nothing here is rounded up.

26Contracts21 completed, 5 running. Inventory, logistics and supply planning throughout.
1,729Hours billedInside live PO calendars, not advising from outside them.
100%Job successEvery contract closed clean. The platform computes the score.
5.0From 17 clientsSixteen five-star reviews and one four-star. Top Rated Plus.

“He came in fast, asked the right questions upfront, and the model he built was clean and actually usable by the team, not just impressive to look at. I first worked with him about a year ago on a similar scope and had a good experience. This confirmed it wasn’t a fluke. If you’re looking for someone who understands the operational side of inventory and purchasing, not just the spreadsheet mechanics, he’s worth the conversation.”

★★★★★  5.0 · forecasting and demand planning engagement · a repeat client · verbatim, client names are not shown by Upwork

The record, in rows

Upwork computes every number here. Nothing is rounded up, and no client is named until they clear it themselves, which is also why the reviews carry no names.

StatusTop Rated Plus · large, long-running contracts
Contracts26 · 21 completed, 5 running
Hours billed1,729
Rating5.0 from 17 clients
FocusInventory & logistics, 7 to 8 figure brands
Firm founded2024, on that record

What we will never show you: a guarantee of zero stockouts, a forecast-accuracy percentage, or a promise that any of this runs fully automated with nobody watching. Firms that promise those things are lying to you, and the fastest way to lose your trust in month three is to buy it with a lie in month one.

Read the full record →
09 · Pricing

One build. Then two ways to run it.

Fixed monthly pricing, quoted upfront. No hourly billing, and no discovering the scope in month three.

The Build · one-time

We model your catalog once, properly: every node, every lead time, every reorder point, and the nine SOPs that keep it running. Thirty days. The workbook is yours.

$1,500

Half of it comes back as credit at month six. Prepay a year and all of it does.

Core $1,250/mo We plan. You execute.
  • The weekly plan, before your call
  • The 30-minute call with your senior lead
  • Risk flags and velocity-spike watch between calls
  • ETA discipline: committed versus actual, chased on a cadence
  • Quarterly supplier scorecards and the month-end valuation
  • You place the POs and run the transfers
Book the Fit Call
Partner $2,250/mo We plan, and we run the plan.
  • Everything in Core
  • We place the approved POs in your name
  • We run the transfers and follow them to check-in
  • Suppliers and forwarders chased live, twice a week
  • Peak-season PO placement and air-versus-ocean bridges
Book the Fit Call

Same plan either way. The difference is whose week it consumes.

See everything the build installs →
10 · The guarantee

The Found-Money Guarantee.

You judge it, with us, at the walkthrough, with the evidence on screen.

If the build doesn’t surface at least one material finding, an unreconciled shipment, a misstated stock position, a wrong lead time or MOQ in active use, an overstock or surcharge exposure, the build fee comes back as service credit toward Core or Partner.

Capped at fees paid. Service credit, never cash.

Here’s why we can offer it: every documented engagement we have run has surfaced something material in the modeling. You’ve just read six of them. The guarantee isn’t a bet against you, it’s the working record, formalized.

11 · Not ready for a retainer

Then don’t buy one.

If you’re under 50 SKUs, or you don’t hold real inventory with real lead times yet, a contract will do less for you than your own hands and a decent sheet. Ask us and we’ll point you at a free tool instead. We’d rather say that now than three months in.

Ask us what to use instead →
Day 90

Thirty minutes, then you decide.

Thirty minutes on a free call. You almost certainly know which SKUs are tight already. The harder part is the order-by date sitting behind them, the cash that has quietly stopped moving, and where your three systems disagree. That’s the conversation.

Restock and all-orders reports help the conversation, neither is required · Capacity-limited, ask what’s open