Inventory Optimization ProAdvisory by Sharon Custer Free 30 minutes

Field notes from the work

Where numbers break,
and what it costs.

Where inventory numbers break, and what it costs: cash, margin and the month-end number, written for the CFO who has to defend them.

3 inventory numbers your monthly pack is missing, and where they hide in 24 businesses

Inventory KPIs most monthly packs miss: the inventory reconciliation gap nobody can name, inventory aging in dollars, and forecast bias, with...

Your inventory report takes 2 weeks because of the handoffs, not the analysis

The analysis takes an afternoon. The rest of the 2 weeks goes to exports, tagging, matching names and chasing differences between two systems that...

Your inventory turnover ratio is a cash number. Here is what it should be

A bestseller made 35% of revenue and turned 1.5 times a year. How to calculate inventory turnover, what faster and slower each cost, and how to find...

ABC analysis, read for cash: which lines hold the capital

ABC analysis ranks products by what they earn. Read for cash, it also shows which lines hold the capital, what carrying them costs, and where to act...

Slow-moving inventory, or just a slow quarter? The blind spot draining your cash

A product quietly dying looks almost exactly like a slow patch. How to tell the two apart, what the gap costs, and why it is found too late.

What are the top 3 KPIs to detect inventory risk? That is the wrong question

Revenue up, margin up, cash not following. By the time a KPI shows it, inventory has been steering decisions for months. Where to look instead.

Why your inventory variance keeps coming back at every month-end close

The books reconcile, the accountant signs off, and the same adjustment returns next month. The 3 structural places it comes from, and what a...

You can be out of stock and overstocked at the same time

A 99% margin buys the ability to be wrong without feeling it. Why a business stocks out on what sells while sitting on what does not, and the order...

Where Your Inventory Number Is Actually Made

An inventory figure is made in one place and spent in another. Four places it gets made, the four decisions that spend it, and why the trouble almost...

What is your demand forecast? Do we define the same thing?

Why accurate demand forecasts fail to predict cash flow. Four real business models, four different questions, and the structural sequence that has to...

Where an inventory system implementation loses the finance layer

Avoid Cin7 Core pitfalls by maintaining accurate product records, preventing stockouts with JIT and alerts, integrating smoothly with QuickBooks or...

Your inventory system reconciles. Your valuation still has a hole in it

Why Your Inventory Management System Isn’t Enough. The Silent Data Crisis That Could Wreck Your Valuation Why Your Inventory Management System Isn’t...

When COGS does not tie, margin is a guess. The SOPs that stop it

Master SOPs to align inventory with finance, reducing errors and boosting accuracy. Tailor, integrate with QuickBooks/Xero, monitor regularly, and...

The inventory questions a lender or a buyer will ask. Answer them first

The checklist guides improving inventory management by streamlining item masters, ensuring COGS accuracy, setting clear inventory rules, and...

The inventory system you put off in a downturn is the one the lender asks about

Investing In the Right Inventory Management System During Economic Downturns In the midst of an economic downturn, businesses are often tempted to...

SKU chaos is a margin problem before it is a warehouse problem

How to Master SKU Creation for Seamless Inventory Automation In today’s rapidly evolving business landscape, efficient inventory management is...