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 SKUsMo 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.