Notes from the stockroom
Formula-first guides to the unglamorous math that keeps shelves full and cash unfrozen. Written for operators, not consultants.
Cin7 vs Unleashed Pricing for Wholesalers
Cin7 vs Unleashed: $349 with 5 users and 6,000 orders a year vs $399 with 3 users and 100 orders a month. Order upgrades, forecasting costs and three budgets.
Fishbowl vs QuickBooks Enterprise Pricing
Fishbowl vs QuickBooks Enterprise: Platinum about $2,717 a year vs Fishbowl $229 to $729 a month, which one syncs with Enterprise, and who forecasts reorders.
Lightspeed POS Pricing and Lightspeed Retail Cost per Plan
Lightspeed POS pricing: Basic $89, Core $149 and Plus $289 a month billed yearly ($109, $179, $339 monthly), plus registers, processing and forecasting costs.
Sumtracker Pricing and Cost per Plan
Sumtracker pricing: Manage $59 and Replenish $119 a month at 2,500 orders a year, up to $399 and $599 at 100,000. Annual savings and three budgets.
Ordoro Pricing and Cost per Plan for Shipping and Inventory
Ordoro pricing: Shipping free, $59 or $149; Inventory $349 or $499 with $100 per extra 1,000 orders; purchase orders only on $499. Three budgets.
StockTrim Pricing and Cost by Revenue Band
StockTrim pricing: $67 a month under $100k in revenue, $127 to $397 up to $5M and $497 to $2,997 above. Yearly savings, the BOM add-on and three budgets.
Prediko Pricing and Cost by Revenue Band with Add-Ons
Prediko pricing: $49 under $100k in Shopify revenue, then $119, $199 and $349 up to $5M and $499 to $3,999 above. Yearly savings and three budgets.
Sellbrite Pricing, Sellbrite Cost, Plans and Order Limits
Sellbrite pricing: free to 30 orders, Pro $29 to $179 and Power $399 to $1,699 a month by order volume. The FBA add-on, yearly savings and three real budgets.
Finale Inventory Pricing and Contract Terms
Finale Inventory pricing: Essentials from $499 and Growth from $799 a month, Enterprise by quote. What scanning, users and contracts add, three real budgets.
SOS Inventory Pricing and What Add-ons Cost
SOS Inventory pricing: Companion $69.95, Plus $139.95 and Pro $194.95 a month for QuickBooks Online. User fees, three real budgets and the forecasting gap.
Veeqo Pricing and Cost per Month by Order Volume
Veeqo pricing: Shipping is free, Inventory starts at $19 a month and High Volume at $350, priced by order volume. Every band, three real bills and the forecast gap.
inFlow Pricing and What the App Costs
inFlow pricing: Lite $99, Core $299, Pro $499 and Max $699 a month billed yearly, with unlimited orders. Add-ons, onboarding and three first-year budgets.
Unleashed Pricing and Cost per Month
Unleashed pricing in the US is Core $399 and Pro $729 a month, about 8% less yearly. Order upgrades, seats, add-ons, onboarding fees and three first-year budgets.
Zoho Inventory Pricing and Order Limits
Zoho Inventory pricing: Standard $29, Premium $79, Plus $129 and Enterprise $249 a month billed annually. Order caps, add-on prices and first-year budgets.
Katana Pricing and Katana MRP Add-on Costs
Katana pricing: Free up to 30 SKUs, Core from $299 a month plus order and location usage, add-ons $149 to $249, $2,000 onboarding. Three first-year budgets.
Fishbowl Pricing and Software Add-on Costs
Fishbowl pricing: Essentials $229, Growth $429 and Scale $729 a month billed annually. What each plan includes, the implementation package and first-year budgets.
Cin7 Pricing for Core, Omni and Add-ons
Cin7 pricing: Core Standard $349, Pro $599 and Advanced $1,199 a month. What each plan includes, which features cost extra, and three worked annual costs.
How to Value Inventory for Taxes (Methods, Rules and COGS)
How US businesses value inventory for taxes: the Section 471(c) small-business exemption, FIFO vs LIFO, lower of cost or market, UNICAP and obsolete stock.
Consignment Inventory and How It Works
Consignment inventory lets a supplier stock goods at your location and keep ownership until they sell. Who carries the risk and how to record it in your books.
Par Level Inventory and How to Set Par Levels
A par level is the minimum quantity you keep on hand before reordering back up to full. The formula to set it, a worked restaurant example and common mistakes.
How to Reduce Supplier Lead Time (9 Practical Ways)
How to reduce lead time: measure it honestly, order to a forecast, hold safety stock on the slow items, dual-source, and tighten your own receiving. Shorter lead times mean less safety stock and fewer stockouts.
What Is Landed Cost? Formula, Components and How to Calculate It
Landed cost is the all-in cost of getting a product to your door: product price plus shipping, customs, insurance and overhead. The formula, a worked per-unit example, why it beats the supplier price for pricing, and how it feeds reorder decisions.
Just-in-Time Inventory (JIT) Explained
Just-in-time inventory orders stock only as you need it, cutting holding costs but raising stockout risk. How JIT works, its trade-offs and a lean hybrid approach.
What Is a SKU? Stock Keeping Unit Meaning, Examples and How to Set One Up
A SKU (stock keeping unit) is a unique internal code you assign to each distinct product variant so you can track it. What a SKU is, how it differs from a UPC, a worked naming example, and the rules for building a SKU system that scales.
What Is a Good Inventory Turnover Ratio? (Benchmarks by Industry)
What is a good inventory turnover ratio: for most industries 4 to 8, but grocery runs far higher and furniture far lower. Real benchmark ranges by industry, why higher is not always better, and how to read turnover per SKU.
How to Reduce Inventory Carrying Cost (6 Practical Levers)
How to reduce inventory carrying cost: clear dead stock, right-size safety stock, order smaller and more often, tighten reorder points, forecast better and prioritize with ABC. Carrying cost runs 20 to 30 percent of inventory value a year.
How Much Safety Stock Should You Hold? (Formula and Service Levels)
How much safety stock to hold: size it to your worst-case demand and supply over one lead time. Two formulas, how service level changes the number, and why the right buffer is different for every SKU.
How to Sync Inventory Across Multiple Sales Channels
How to sync inventory across Shopify, Amazon and eBay: pick one source of truth, map every listing to a shared SKU, and use real-time sync to stop overselling. The setup order that holds up under volume, plus where forecasting fits.
How to Reduce Inventory Without Causing Stockouts
How to reduce inventory the right way: clear dead stock, right-size reorder points to real lead times, order smaller and more often, and buy to a forecast, SKU by SKU. A five-step sequence plus how much stock you should actually hold.
Days of Inventory on Hand (DIO) Formula, Benchmarks and How to Lower It
Days of inventory on hand (DIO) = average inventory divided by COGS, times 365. Formula, worked example, sector benchmarks, plus the GMROI and KPIs to track with it.
Inventory Optimization Techniques to Cut Stock Without Stocking Out
Inventory optimization holds the least stock that still meets your service level, SKU by SKU. What it is, why it frees working capital, five techniques (ABC, forecasting, safety stock, reorder points, dead-stock control) and how to measure it.
Perpetual vs Periodic Inventory Systems
Perpetual inventory updates stock and COGS continuously, periodic updates them at set counts. How COGS is calculated in each and which system to use.
Inventory Shrinkage Formula, Causes and How to Reduce It
Inventory shrinkage is the gap between recorded stock and what is actually on the shelf. The shrinkage formula, a worked example, the four main causes (theft, error, fraud, damage), average US retail rates, and how to cut it.
Inventory Carrying Cost Formula, Percentage and How to Lower It
Inventory carrying cost is what it costs to hold stock: capital, storage, service and risk. The formula, the four cost buckets, why the rule of thumb is 20 to 30 percent a year, a worked example, and how to bring it down.
Cycle Counting Methods, What It Is and How Often to Count
Cycle counting explained: how it beats the annual physical count, the three methods (ABC, random sample, control group), count frequencies by class, and what to do with discrepancies.
ABC Analysis in Inventory Management with XYZ Matrix and Worked Example
ABC analysis ranks SKUs by annual consumption value (A ~80%, B ~15%, C ~5%). The formula, a worked 10-SKU example, XYZ demand variability and the nine-box ABC-XYZ matrix.
Inventory Turnover Ratio Formula, Benchmarks and What Good Looks Like
Inventory turnover ratio = COGS divided by average inventory. The formula, a worked example, benchmarks by sector, and the two traps that make a healthy-looking ratio lie to you.
Economic Order Quantity (EOQ) Formula and When to Trust It
The EOQ formula explained with a worked example: how to price ordering cost and holding cost properly, what the model assumes, and where those assumptions break.
Inventory Management in Excel, How to Build It and When to Stop
The columns and formulas an inventory spreadsheet actually needs, plus the three specific events where Excel stops being enough and starts costing you money.
Reorder Point Formula and Min Max Inventory Levels
Reorder point = demand during lead time + safety stock. The formula, a worked example, how to set min and max inventory levels, and why static levels go stale.
Dead Stock and How to Clear It
How to define dead stock, measure how much cash it freezes, clear it without training customers to wait for discounts, and stop buying it in the first place.
Stockouts and How to Avoid Them in 7 Steps
What a stockout really costs, the days-of-cover test that predicts most of them, and seven steps to avoid stockouts per SKU without overbuying.
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