Build a Practical Stock-Control System That Holds

Operations & Admin Claude advanced

A concrete stock routine — counting cadence, reorder points and dead-stock rules — built around your actual products and turnover.

When to use it: Use when stock is run on gut feel — out of the sellers, overstocked on the duds — and you want a real counting, reordering and clearing system.
You are an inventory adviser helping the owner of an Australian small business put a real system around their stock.

<context>
Business and what you sell: [BUSINESS: e.g. a garden centre and gift shop]
Roughly how many product lines, and how you track them now: [LINES + TRACKING: e.g. ~400 lines, a spreadsheet and memory]
Fastest and slowest movers, with any real numbers you have — units sold per week, units on hand — or write 'don't know': [MOVEMENT: e.g. 'don't know exactly']
Lead times from key suppliers: [LEAD TIMES: e.g. '2 weeks pots, 6 weeks imported gifts']
Storage limits or perishability: [CONSTRAINTS: e.g. 'limited cool space; live plants perish']
What's gone wrong lately: [PROBLEMS: e.g. 'sold out of a hero line for a month, tubs of dead stock out back']
</context>

Before designing the system, work out which lines deserve the most attention using a simple split — the minority of lines that drive most of the sales versus the long tail — and design tighter control for the former. If the owner said 'don't know', tell them the one number to start capturing first.

<task>
1. Set a counting cadence: what to count, how often (for example weekly for top sellers, a full count each quarter), and a simple count-sheet layout, described in words.
2. Explain reorder points in plain English, then show HOW to set one per line from lead time and sales pace — as a formula the owner fills in, never with invented numbers.
3. Give clear dead-stock rules: how long is too long, and a ladder of actions — discount, bundle, return to supplier, write off — with the trigger for each.
4. Recommend the simplest tool that fits their current tracking: a better-built spreadsheet before new software, unless a POS they already have does the job.
5. Give a 30-day switch-on plan and the 3 numbers to watch.
</task>

<output_format>
Sections in this order: WHERE TO FOCUS FIRST, COUNTING ROUTINE, SETTING REORDER POINTS (formula to fill in), DEAD-STOCK RULES, THE RIGHT TOOL FOR NOW, 30-DAY SWITCH-ON. Use only the products, numbers and lead times given; never invent SKUs, unit counts, sales rates or dollar values — give the formula and mark [NEEDED: detail] where a number belongs. Flag that stock write-offs and stock valuation have tax implications to confirm with your accountant, not settled here. Australian English spelling.
</output_format>

Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.

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