Inventory and Purchasing Review
Stockouts, excess stock and parts nobody can find usually trace back to a few gaps in records, reorder methods or purchasing controls. The Inventory and Purchasing Review identifies those gaps and delivers prioritized, practical recommendations.
Signs a review is needed
- Critical items run out while other stock sits unused
- Physical counts rarely match the inventory record
- Rush orders and expedited shipping are routine
- Reorder decisions depend on one person’s judgment
- Purchases happen outside approved processes
What the review covers
- Inventory record accuracy, tested against physical counts on a sample basis
- Reorder methods, minimum/maximum levels and lead-time assumptions
- Purchasing approvals, controls and documentation
- Receiving, storage and issuing practices
- Item identification, labeling and location control
Deliverables
- Findings summary with supporting observations
- Recommendations prioritized by impact and effort
- Suggested reorder points for agreed items
- Purchasing control checklist
- Findings walkthrough with your team
How the review runs
The review begins with a discovery conversation to define the stockroom, site or item groups in scope, followed by a written proposal covering deliverables, schedule and price.
Moss Holm then observes operations on site, reviews records and meets with the people who order, receive and issue materials. Findings are presented in a working session with your team.
Common questions
How long does a review take?
Duration depends on the number of sites, items and records in scope, and is confirmed in the written proposal after discovery.
Do we need a specific inventory system?
No. The review works with the systems your team already uses, from spreadsheets to ERP software, and recommendations are made within those tools.
Discuss an inventory and purchasing review
Tell us about the stockroom, site or purchasing process you want reviewed, and we will arrange a discovery conversation.