Inventory Management

Excess Inventory

Definition

Stock held above what is needed to meet forecast demand plus planned buffers over a defined horizon. It is inventory that current plans cannot justify, even if the item itself still sells.

In Practice

Excess is defined against a plan: if an item has 400 units on hand, sells 20 a week, and policy calls for 8 weeks of total coverage, roughly 240 units are excess. Common causes include forecast declines after purchases were committed, minimum order quantities far above demand, cancelled customer orders, and over-enthusiastic pre-builds.

Disciplined operations quantify excess monthly as part of an excess-and-obsolete review, aging it by how many months of supply it represents. Fresh excess has many exits, redeployment to other sites, supplier returns, promotions; stale excess has few, so speed matters. Left alone, excess migrates down the ladder to slow-moving, then dead stock, then write-off.

Example: a planner spots 30 weeks of supply on a phone case after the carrier cancels a promotion. Within the month she redeploys a third to a region still running the promo and negotiates a vendor return on another third, avoiding a markdown on all but the remainder.

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