Reading the action plan
Every column, every recommended action, every priority level.
The action plan is the centerpiece of Tropix Palm. Per SKU, you get a recommended action with a priority and a reason. This page explains every column so you can defend every decision.
Priorities
| Priority | Meaning | Trigger | |----------|---------|---------| | P1 — Critical | Handle this week | Stockout risk or high-value deadstock | | P2 — High | Handle this month | Material excess or MOQ overbuy | | P3 — Medium | Tuning opportunity | Reorder-policy adjustments | | P4 — Maintain | Healthy SKU | Current cadence is good |
The top of the action plan is always P1 sorted by inventory value. Triage from the top.
Recommended actions
| Action | When | What to do | |--------|------|-----------| | Reorder / Expedite | Stockout risk, on-hand below ROP | Place an EOQ-sized order now | | Reduce Order Qty + Monitor | Material excess, demand stable | Cut the next PO quantity, re-check next month | | Liquidate / Return / Discontinue | Deadstock with no expected demand | Try supplier return first; then liquidate; then write down | | Review MOQ / Supplier Constraint | MOQ > EOQ, you're being forced to overbuy | Renegotiate with supplier or change supplier | | Maintain | Everything looks fine | Continue current cadence |
Key columns
Identity
- SKU — your stable identifier
- Description — what it is
- Category / Supplier / Location — for filtering and rollups
Inventory metrics
- Qty On Hand — what's in the warehouse right now
- Inventory Value — qty × unit cost
- MOS (Months of Supply) — how many months the current on-hand will last at average monthly demand. Below 1 = risk; above your target = excess
- Velocity Class — Fast / Medium / Slow / Dead / No Demand, based on monthly sales
Demand metrics
- Avg Monthly Demand — used for MOS, safety stock, reorder cadence
- Avg Daily Demand — used for days-to-stockout
- Stockout Risk Level — High / Medium / Low / No Demand
Replenishment metrics
- Safety Stock — buffer for variability, sized to your service-level target
- Reorder Point (ROP) — when on-hand drops to this, place an order
- EOQ — economic order quantity
- Effective Order Qty — EOQ clamped to MOQ (will equal MOQ if MOQ > EOQ)
- MOQ Over EOQ Flag — true if your supplier's MOQ is forcing you to overbuy
- Suggested Cadence — "every 30 days", "every 90 days", etc.
Financial metrics
- Excess Value — dollar value of inventory above target MOS
- Expected Cash Recovery — what executing this row's action should free up
How to actually use it
Two workflows work well:
Weekly P1 triage — Filter to priority P1, sort by inventory value descending. Take the top 10–15 each Monday. Convert to tasks with one click. Track to done.
Quarterly deep clean — Filter to deadstock_flag = TRUE, sort by inventory value descending. Work through liquidation / returns over 2–4 weeks. Track cash recovered in the Capital Unlock module.
The branded PDF report (Reports → pick sections → print) is the artifact for your CFO. Send it monthly.