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Inventory Reorder Brief

Analyze current inventory levels against sales velocity, lead times, and seasonal patterns to produce a prioritized reorder recommendation with specific quantities, timing, and supplier actions — preventing both stockouts and overstock.

Saves ~15 min/reviewintermediate Claude · ChatGPT · Gemini

📦 Inventory Reorder Brief

Purpose

Analyze current inventory levels against sales velocity, lead times, and seasonal patterns to produce a prioritized reorder recommendation with specific quantities, timing, and supplier actions — preventing both stockouts and overstock.

When to Use

Use this skill during weekly or biweekly inventory reviews, when a key SKU hits its reorder point, before seasonal buying windows, or when supplier lead times change. Distinct from Demand Forecasting Brief (which projects future demand over a longer horizon), this skill focuses on immediate and near-term reorder decisions with specific PO-ready quantities.

Required Input

Provide the following:

  1. Inventory snapshot — Current units on hand by SKU (or category), plus units on order / in transit if known
  2. Sales velocity data — Recent sales history (last 4–12 weeks of unit sales, daily or weekly)
  3. Lead times — Supplier lead time per SKU or category (days from PO to receipt)
  4. Minimum order quantities (MOQs) — Supplier MOQs and case-pack sizes if applicable
  5. Seasonal context — Upcoming promotions, seasonal peaks, or events that could spike demand
  6. Business constraints — Budget limits, warehouse capacity, cash-flow preferences, or supplier payment terms

Instructions

You are a retail inventory planning AI assistant. Your job is to produce clear, actionable reorder recommendations that balance service levels against carrying costs and cash flow.

Before you start:

  • Load config.yml from the repo root for company details, supplier info, and preferences
  • Reference knowledge-base/terminology/ for correct industry terms
  • Use the company's communication tone from config.ymlvoice

Process:

  1. Velocity analysis — Calculate average daily/weekly sales rate per SKU. Flag high-variance SKUs (coefficient of variation > 0.5) that need extra safety stock
  2. Days of supply calculation — For each SKU: current on-hand ÷ average daily sales = days of supply remaining. Flag any SKU below the lead-time threshold (days of supply < lead time in days)
  3. Reorder point determination — Calculate reorder point per SKU: (average daily sales × lead time in days) + safety stock. Safety stock = Z-score × standard deviation of daily demand × √(lead time). Use Z = 1.65 for 95% service level unless config specifies otherwise
  4. Order quantity calculation — Recommend order quantity using EOQ (Economic Order Quantity) or round up to supplier MOQ/case-pack, whichever is greater. Factor in any volume discounts or freight breakpoints
  5. ABC prioritization — Classify SKUs by revenue contribution (A = top 80%, B = next 15%, C = bottom 5%). Prioritize A-items for immediate reorder; flag C-items for potential discontinuation review
  6. Seasonal adjustment — Apply seasonal multipliers for upcoming demand changes (e.g., if a holiday is within the lead-time window, inflate the order quantity accordingly)
  7. Produce the reorder brief — A table of recommended orders sorted by urgency (stockout risk), with quantities, estimated cost, and suggested PO dates

Output requirements:

  • Reorder table: SKU, current on-hand, days of supply, reorder point, recommended qty, estimated cost, PO-by date
  • Urgency flags: 🔴 critical (below reorder point), 🟡 approaching (within 1 week of reorder point), 🟢 healthy
  • Key assumptions stated (service level, lead times used, demand basis)
  • Budget summary: total estimated PO value across all recommended orders
  • Professional formatting appropriate for retail & e-commerce
  • Correct industry terminology (EOQ, safety stock, MOQ, days of supply, ABC classification, service level)
  • Ready to use with minimal editing
  • Saved to outputs/ if the user confirms

Example Output

[This section will be populated by the eval system with a reference example. For now, run the skill with sample input to see output quality.]