Overview

Inventory management requires timely and accurate data. Claude can help you organize inventory records, update stock quantities, identify slow-moving and out-of-stock items, and generate clear inventory reports.

Use Cases

Warehouse inventory count organization
E-commerce store inventory updates
Raw material inventory monitoring
Inventory turnover analysis

Steps

Step 1: Merge Inventory Data

Integrate inventory information from different sources.

I have the following inventory data:
- ~/inventory/warehouse_stock.xlsx - Actual warehouse inventory
- ~/inventory/system_stock.csv - System recorded inventory
- ~/inventory/reserved.csv - Reserved but not shipped quantities
Please merge this data and generate a unified inventory view

Step 2: Calculate Available Inventory

Calculate the actual available inventory considering reservations and in-transit stock.

Please calculate available inventory for each product:
- Available inventory = Actual inventory - Reserved inventory
- Mark discrepancies between actual inventory and system records
- Identify products with negative inventory (oversold)
- Calculate inventory after in-transit stock arrives

Step 3: Inventory Alerts

Identify inventory issues that need attention.

Please analyze inventory status and generate alerts:
- Low inventory alert: Products with inventory below safety stock level
- Slow-moving alert: Products with inventory turnover days exceeding 90 days
- Overstock alert: Products with inventory far exceeding normal demand
- Long-term stockout: Products out of stock for 30 consecutive days
Generate alert list, sorted by priority

Step 4: Generate Inventory Report

Create multi-dimensional inventory analysis reports.

Please generate Excel inventory report: ~/inventory/stock_report.xlsx

Include the following worksheets:
1. Inventory Overview: Current inventory of all products
2. Alert List: Low inventory, slow-moving, overstocked products
3. Category Statistics: Inventory value summarized by category
4. Change Records: Comparison of increases and decreases from previous period
5. ABC Classification: Classified into A/B/C categories by value for management

Use charts and conditional formatting to enhance readability

Step 5: Inventory Recommendations

Provide inventory management suggestions based on data analysis.

Please generate inventory optimization recommendations:
- Products recommended for restocking and quantities (based on historical sales velocity)
- Slow-moving products recommended for promotion
- Products recommended for transfer (from overstocked warehouses to stockout warehouses)
- Projected next month's inventory turnover rate
Save as ~/inventory/recommendations.md

Tips

Inventory data directly affects business decisions. Be sure to verify data accuracy. It is recommended to regularly count physical inventory and reconcile with system data.

Establish a regular inventory data update mechanism, running analysis once a day or week to identify and address inventory issues promptly.

Common Questions

Q: How to set safety stock levels? A: Can be based on historical sales data, set as "Average daily sales x Replenishment cycle x Safety factor". Claude can automatically calculate suggested values based on historical data.

Q: How to calculate inventory value? A: Inventory value = Inventory quantity x Cost price. Ensure accurate cost price data is provided. For products with expiration dates, also consider wastage.

Q: Can multi-warehouse inventory be handled? A: Yes. Tell Claude the warehouse information, and it will calculate statistics by warehouse separately and support cross-warehouse inventory transfer recommendations.