A clean IdealSync playbook · by Dorian Gorski
Reorder & inventory planning
Weekly velocity snapshot, days-of-stock computation, reorder flags, cash confirmation, PO placement, inbound booking, forecast update. 8 tasks, 3 departments, 3 automations.
Make this fit my business →Preview freely. Sign in to save your own version. No private client information appears in this template.
- T1 · Supply Chain
Take the weekly velocity snapshot
30/60/90-day units per SKU, seasonality factor, promo calendar
After: Flow start - T2 · Supply Chain
Compute days of stock per SKU
FBA on-hand, inbound units, reserved units, 3PL stock
After: T1 - T3 · Supply Chain
Flag reorder candidates
Supplier lead times per SKU, safety buffer policy, MOQ per SKU
After: T2 - T4 · Finance
Confirm cash availability
Cash plan, outstanding supplier invoices, payment terms
After: T3 - T5 · Supply Chain
Agree PO terms with the supplier
Unit costs, MOQs, production slot availability, payment terms
After: T4 - T6 · Supply Chain
Place the purchase order
Required inputs to confirm
After: T5 - T7 · Logistics
Book the inbound logistics slot
Estimated ready date, carton plan, freight options
After: T6 - T8 · Supply Chain
Update the forecast with the PO
Confirmed PO quantities and ETA
After: T6
Why we build it this way
Separate the reorder signal from permission to spend.
A stock flag can be calculated consistently. Cash constraints and supplier terms still need an accountable decision.
Record the order and eventual arrival. Use lead-time variance to revisit the next buffer.
Design guidance from the IdealSync method. Adapt and validate it for your operation.The next run should teach you something
Confirm the data. Give the response an owner. Do the work. Record the result. Improve the next run.
Save my starting blueprint →