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Inventory and ordering intelligence

Know what to move, protect and order next.

See item-level stock, sales trends and seasonality alongside the cash tied up in inventory. Deep Intelligence turns that evidence into a reviewable next-order recommendation, with assumptions an advisor or operator can change.

THE ANALYSTDEEP INTELLIGENCE
Advisor questionWhich items need action now, and how will the next order affect cash?
What goes in
  • Item-level stock, sales and order history from the relevant source
  • Lead times, supplier constraints and seasonal demand patterns
  • Xero financial context and available inventory-system data
What comes out
  • Slow, dead and excess-stock priorities
  • Demand, seasonality and stockout signals by item
  • Suggested order timing and quantity with working-capital effects

Illustrative workflow · Advisor judgement stays in the loop

The workflow

From question to next move.

See the position

Review stock ageing, turnover, sales trends and cash tied up by item.

Forecast demand

Separate recurring seasonality from trend and one-off movements.

Test the order

Use lead times and supplier constraints to examine stockout and overbuying risk.

Review cash

See how the proposed timing and quantity affect working capital before an order is placed.

Decide

An advisor or inventory lead reviews the data and assumptions, then acts on the recommendation.

Beyond stock on hand

Turn movement into an ordering decision.

An item can look adequately stocked until seasonal demand and supplier lead time are considered. Another can tie up cash despite a full shelf. The analysis brings both risks into the same view.

  • Identify lines to clear, protect or reorder
  • See the assumption behind the proposed quantity
  • Change lead time or demand and compare the result

Connected context

Join the stock question to the cash question.

Financial context from Xero and inventory evidence from the available source help connect a purchase choice to working capital. The integrations page distinguishes the data path and field coverage for Cin7 Core, MYOB, QuickBooks and NetSuite.

  • Review source and last successful refresh
  • Separate item-level evidence from accounting totals
  • Carry a material inventory choice into the forecast

A practical use

Make the next order a deliberate choice.

For a manufacturer, the advisor can compare stock held, seasonal demand, lead time and cash headroom before recommending which lines to reorder and which to work down.

  • Spot ageing stock that absorbs working capital
  • Protect lines exposed to a likely stockout
  • Review order timing against the wider cash plan

The next conversation

Make the next decision clearer.

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