Inventory Health Check
Upload your stock list and see, item by item, what to reorder this week, where cash is stuck, and what may expire before it sells.
- 1Export your stock list from Excel, Shopify or QuickBooks
- 2Upload it below. It stays on your device
- 3Get your action plan in minutes
Upload your stock list
What the file needs
One row per product. Most systems can export this (Shopify, QuickBooks, NetSuite, Zoho, Excel).- Item code / SKU
- Quantity on hand
- Unit cost
- Units sold in the last 12 months
Your data stays private
Prefer to share less? Item code, quantity, unit cost and units sold are enough. You can leave out descriptions, supplier names and any customer data.
Match your columns
We matched what we could. Check each one and pick the right column from your file. Required fields are marked.
Set up for your business
Change these to match how you buy and sell. Every result below updates straight away.
Lead time by supplier
What we found
This week's actions
Where your stock money sits
Which items drive your sales (ABC)
How it's calculated
Lead time used for each item. The lead time in your file comes first. If an item has none, its supplier's lead time from the setup panel is used, then the default lead time.
ABC classes. Items are ranked by yearly sales value at cost (units sold × unit cost). A items make up the first 80% of that value, B the next 15%, C the last 5%. Items with no sales in 12 months are listed as "No sales".
Daily demand. Units sold in 12 months ÷ 365. When 3-month sales are given, recent months count for 60% so trends show up sooner.
Safety stock. Service-level factor × demand swing × monthly demand × √(lead time in months). A items get the highest protection.
Reorder point. Daily demand × lead time + safety stock. When stock on hand is at or below this, the item is on the "Reorder now" list. Suggested order brings stock up to the reorder point plus one order cycle of demand.
Excess. Stock above the larger of (reorder point + one order cycle) and your "most stock" limit. Dead stock is anything on hand with no sales in 12 months.
Expiry risk. Units unlikely to sell before their expiry date at the current sales rate, plus anything already expired.
Health score. Starts at 100 and drops for cash in dead or excess stock, items out of stock, stock at expiry risk, and slow stock turns.
No file handy? Answer 7 questions with rough ranges for an estimate. For item-level results, use Analyze my stock list.
Free version and full version
The free version shows you where the problems are and how much money is at stake. The full version gives you the complete, item-by-item plan to fix them, with an expert to walk you through it.
| What you get | Freethis page | Fullwith a paid review |
|---|---|---|
| Health score, cash tied up, items to order, stock turns | Yes | Yes |
| Plain-English findings | Yes | Yes |
| ABC analysis and where your stock money sits | Yes | Yes |
| Reorder list with suggested order quantities | Top 5 items | Every item |
| Dead and excess stock list, with cash per item | Top 5 items | Every item |
| Expiry risk list | Top 5 items | Every item |
| All items with reorder points and safety stock | No | Yes |
| Lead time by supplier | No | Yes |
| Search, copy and Excel action plan download | No | Yes |
| Expert review: why the problems happen and how to fix receiving, counting and ordering | No | Yes |
| Monthly re-check as you make changes | No | With monthly advisory |
Get the full action planWant help acting on this?
Start with a free 30-minute review by email at BinAndLedger@gmail.com. We look at your results together, agree the changes that free up the most cash, and explain how the full version and expert support work.Book a call to go through your results together and agree the 2–3 changes that free up the most cash first.