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Partner pilots

Inventory systems

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Make inventory exceptions visible before they become customer problems.

Show reorder points, stock exceptions, and follow-up tasks before inventory gaps become customer problems.

Enterprise readiness

Useful when teams still reconcile stock issues through exports, spreadsheets, and tribal knowledge.

InventoryMagic

Exception workflow

Workspace

Exception workflow

Ready

Signals

Active

Review

Ready

Routing

Connected

Workflow

  1. 01Ingest
  2. 02Evaluate
  3. 03Prioritize
Built for
Product businesses with inventory drift
Primary signals
Stock exceptions, reorder pressure, aging inventory
Connects to
ERP exports / Sheets / Salesforce
Evaluation path
Partner pilots

The brief in 60 seconds

A focused product for a specific operating gap.

Start with the problem, confirm the fit, and define the outcome before anyone expands the scope.

The problem

Inventory teams often rely on exports, manual checks, and informal knowledge to find reorder pressure or stock exceptions.

Best fit

Best for product businesses that need a focused operational layer across ERP exports, spreadsheets, and Salesforce-ready follow-up.

Practical outcome

Earlier visibility into reorder pressure, aging stock, and the follow-up work needed to protect customers.

Product capabilities

What the product is designed to do.

Each capability stays tied to the operating path, the evidence it uses, and the owner responsible for the next decision.

01

Unify the trusted inputs

Start with the ERP exports, spreadsheets, and operating data the team already reconciles instead of waiting for a replacement project.

02

Make exceptions explicit

Turn agreed reorder, aging, availability, and customer-impact thresholds into a focused exception queue.

03

Assign the next action

Connect each exception to an owner, review state, due date, and visible follow-up path.

04

Protect the customer signal

Separate routine stock movement from exceptions that could affect commitments, service, or revenue.

Exception workflow

From inventory drift to owned operational action.

The useful unit is not a feature list. It is a complete, reviewable path from the first signal to an owned result.

  1. 01

    Ingest

    Load the source export or table operators trust today.

  2. 02

    Evaluate

    Apply agreed thresholds for reorder pressure, aging, and customer impact.

  3. 03

    Prioritize

    Group exceptions by urgency, business impact, and responsible owner.

  4. 04

    Follow through

    Track the review, decision, and next task until the exception is resolved.

A practical pilot

Small enough to test. Clear enough to evaluate.

The pilot earns expansion by proving the workflow, controls, and usefulness with a bounded real-world path.

Implementation path

  1. 01

    Identify the inventory export or source table that operators trust today.

  2. 02

    Define exception thresholds and owner review rules.

  3. 03

    Prototype the exception queue with sample product data.

  4. 04

    Pilot reorder and customer-impact follow-up with one operating team.

Pilot scorecard

What a useful first evaluation should prove.

Exception coverage

Confirm the pilot surfaces the stock conditions operators currently find through manual review.

Time to ownership

Measure whether important exceptions reach a clear owner earlier and with enough context to act.

Customer-impact visibility

Validate that the team can distinguish routine inventory movement from issues that threaten commitments or service.

Buyer questions

Use the brief to qualify fit quickly.

Where do stock exceptions hide today?

Which inventory issues should create follow-up before customers feel them?

Can this start from our existing exports instead of a full ERP project?

Frequently asked questions

The important questions, answered plainly.

Product state, boundaries, data expectations, and evaluation criteria should be clear before a demo or pilot.

Does InventoryMagic replace our ERP?

No. It is a focused exception and follow-up layer that starts from the inventory sources your team already trusts.

Can we begin with spreadsheets or exports?

Yes. A useful pilot can begin with a repeatable export or source table, provided its timestamps, units, and ownership are understood.

Who defines an inventory exception?

The operating team does. Reorder, aging, availability, and customer-impact thresholds are agreed before the queue is evaluated.

What is a practical first pilot?

Choose one product family, location, or operating team and validate exception coverage, ownership, and customer-impact visibility before expanding.

Start with one real workflow

Bring the operating gap. We’ll map the product path.

Use a concrete example to evaluate fit, evidence, boundaries, ownership, and the smallest useful pilot.

Review enterprise readiness

Request a private demo

Tell us what you want to improve with InventoryMagic.