All workflows
Inventory Workflow
Transfer SuggestionsMo Moves Stock Before a Location Runs Short
Mo works out weeks of cover per SKU at each location and writes the transfer sheet that moves units from locations with extra to those running short, without leaving the source short itself.
- Cadence
- Mondays, 8am
- You get
- Email + Excel, only when something needs you
- Needs
- 2+ stock locations
- Hand off
- Tell Mo: “Set up the Transfer Suggestions workflow”
How Mo runs Transfer Suggestions
ScheduleMondays, 8am
ReadRead stock by location
Reads on hand per SKU at each location and the last four weeks of sales.
Work outWork out cover everywhere
Computes weeks of cover per SKU per location.
Work outMatch extra to short
Suggests moving units from locations above your target cover to ones under your minimum, keeping the source at target.
DecideAnything to act on?
Mo checks the results and only sends when something needs you.
EmailSend the transfer sheet
Emails a transfer sheet of SKU, from, to and units, only when a transfer is suggested.
