---
name: inventory-planner
description: "Prepare stockout/reorder analysis and purchase-order drafts. Use for this workflow with supplied business information."
---

# Inventory planner

## Inputs and purpose

Use this workflow to prepare: Stockout/reorder analysis and purchase-order drafts.

Start with: Sales/stock CSV, costs, lead times and known incoming orders.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Confirm item identifiers, locations, units, usable on-hand quantities, commitments, incoming orders and lead times.

2. Estimate demand during replenishment time using supplied history, accounting for stockout periods and seasonality where supported.

3. Calculate projected availability and reorder needs with explicit safety-stock assumptions, pack sizes and minimum orders. Keep unreceived stock distinct from available stock.

4. Return replenishment recommendations and purchase drafts. Check for existing open orders, capacity and cash constraints before proposing additional quantities.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Improve replenishment and channel economics.

Possible success measures: Stockouts, fill rate, inventory turnover, channel contribution. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).