All workflows

Inventory Workflow

Phase-Out Wind-DownMo Sells Through, Then Stops Buying

For every SKU with a phase-out date coming up, Mo checks what is left to sell against what is still on order, cancels or trims the planned orders you no longer need, takes the forecast to zero after the date, and lists any stock you will be left holding.

Cadence
Mondays, 8am
You get
Email + Excel
Mo does
Edits forecast and supply
Hand off
Describe the job to Mo in plain words

How Mo runs Phase-Out Wind-Down

ScheduleMondays, 8am
ReadRead phase-out dates

Reads every item with a phase-out date in the next six months, with stock, open POs and planned orders.

Work outProject the sell-through

Projects sales to the phase-out date and works out how much of what is on order you still need.

ApproveYou approve the cuts
Approve 9 SKUs

Mo lists each order it would trim or cancel and the forecast it would end.

ActCut orders, end the forecast

Trims or cancels the planned orders and takes the forecast to zero after each phase-out date.

EmailFlag what’s left

Emails the cuts and any stock you will be left holding, so you can plan a markdown early.

What you get