Inventory Management

Periodic Review

Definition

An inventory policy where stock levels are checked at fixed intervals and an order is placed to raise inventory to a target level. Order timing is fixed while order quantity varies.

In Practice

Under periodic review, the planner looks at each item every R days, weekly for example, and orders up to a target level S that covers demand over the review period plus lead time, plus safety stock. Because stockouts can occur at any point in that longer exposure window, periodic review needs more safety stock than continuous review for the same service level.

Its operational advantage is coordination. Reviewing all of a supplier's items on the same day lets the buyer consolidate lines into one PO, fill trucks or containers, and hit order minimums, which is why periodic review dominates in retail store ordering and import replenishment.

Example: a housewares importer reviews each Asian supplier every two weeks and orders every SKU up to its target, building consolidated 40-foot containers. One SKU with a target of 900 and inventory position of 340 gets an order for 560 units in that cycle.

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