Insights

Your resource hub for understanding inventory health, E&O management, reserve strategy, forecasting, and supply chain best practices.


What is E&O, why it happens, how to measure it, and how it affects both operations and financial performance.

  • Definition of Excess vs. Obsolete inventory

  • Common causes (MOQs, forecast errors, engineering changes, seasonal shifts, etc.)

  • How E&O impacts cashflow

  • How E&O is measured (aging buckets, last-demand date, turns, reserve %)

  • Strategies to reduce E&O

  • Preventing E&O through process, not just cleanup

E&O 101

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What is an inventory reserve, how it’s calculated, and why high reserves reduce profitability even if the inventory is still on the shelf.

  • What reserve is and why companies use it

  • Common reserve percentages by age

  • Reserve’s impact on the P&L

  • Reserve as a measure of inventory quality

  • How reducing E&O reduces reserve requirements

  • Good vs. unhealthy reserve levels

Reserve 101

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A simple explanation of inventory turns and why it’s one of the most important metrics for small businesses.

  • What inventory turnover measures

  • How to calculate turns

  • Industry benchmarks (distribution vs manufacturing)

  • What low turns indicate (slow demand, excess buying, too much inventory)

  • What high turns indicate (efficient buying, strong demand, possible stockout risk)

  • How turns connect to cashflow, working capital, and service levels

  • How to improve turns without causing shortages

How Turnover Works

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A simple but practical guide to demand forecasting for small businesses — without math-heavy explanation.

  • The purpose of forecasting (planning, buying, capacity)

  • Types of forecasting:

    • Historical average

    • Seasonality

    • Trend

    • Moving averages

    • Customer forecasts

  • Why forecasting in small businesses often fails

  • How poor forecasting leads to E&O

  • Practical forecasting steps for small teams

  • How AI/automation improves accuracy

Forecasting Basics

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Practical guidelines for making smarter purchasing decisions to prevent excessive stock and reduce operational risk.

  • How to balance MOQ vs demand

  • When to challenge supplier MOQs

  • Understanding lead-time variability

  • Buyer KPIs and what “good buying behavior” looks like

  • How to evaluate suppliers

  • When to buy more vs less

  • Why data visibility is your best buying tool

  • How forecasting + inventory analytics support smarter buying

  • Common buying mistakes that drive E&O

Buying Best Practices

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