Inventory and orders use cases

Reorder lists from sales pace

On a set schedule, SI turns recent usage or sales and stock on hand into a suggested reorder list grouped by supplier, for you to approve.

Drafting purchase orders without a dedicated purchasing system

SI turns an approved reorder list into supplier-ready purchase orders in your format, tracks what is open, and drafts the emails.

Checking deliveries against what was ordered

When a delivery arrives, SI compares the packing slip or invoice with the purchase order and lists shortages, substitutions and price differences.

A daily watch for low stock and stuck orders

Each day SI checks for items running low and orders or jobs that have stalled, and sends a short list with suggested fixes before customers notice.

Tracking supplier lead times and late deliveries

SI records when orders are placed and received, works out each supplier's real lead time, and flags late deliveries early.

Inventory value and aging report

SI shows how much money is tied up in stock, what has not moved in months, and suggests what to discount, return or stop buying.

Checking customer orders against their PO and payment

Before an order ships or work starts, SI compares the customer's purchase order, your invoice and their payment, and flags any mismatch.

Product and service descriptions from specs, plus catalog cleanup

SI writes consistent descriptions from spec sheets and notes, and cleans up names, categories and details across your catalog, menu or service list.

Moving off a retired inventory app without losing your reorder history

When the inventory or purchase-order tool shuts down, SI reads the export and rebuilds suppliers, past orders, and reorder rules into a sheet you can use next week.

Keeping store stock counts and your spreadsheet in agreement

SI compares the store's available count, the warehouse or location count, and the spreadsheet, and lists where they disagree before you oversell or reorder the wrong amount.

Parts and materials reorder lists for owner approval

From counts and job usage the owner provides, SI keeps a par-level list and drafts reorder lists by supplier.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.

Shipping exceptions and a 'where is my package' watch

SI watches carrier scans for exceptions, failed deliveries, and stalled tracking, and prepares a short list plus a draft note before the customer has to ask.

Product-feed and catalog error checks before ads go live

SI compares your store catalog with the shopping or marketplace feed and lists errors that would block or mis-price an item, without changing the feed.

Bundle and kit stock rules so components do not go negative

SI applies your kit recipe to available component stock and lists which bundles can still sell, which should be held, and which components a sale would oversell.

Returns and exchange handling prep for the warehouse

SI turns an approved return or exchange into a warehouse checklist: what should come back, whether it can be restocked, and whether the swap SKU is actually on hand.

Marketplace listing sync checks across your channels

SI compares title, price, quantity, and identifiers on the store with each marketplace listing and lists the rows that drifted.

Fulfillment SLA watch for orders still waiting to ship

SI lists paid orders that are close to your ship-by time, or the marketplace's, and are not yet fulfilled, so someone can pick, pack, or message the customer.