FormulaSurge
All sample projects

work

Sample: D2C Inventory Reorder System

Sample project - multi-channel stock consolidation across Shopify Amazon and warehouse with SKU reorder points and a dead-stock report.

  • d2c
  • multi channel inventory
  • reorder point
  • shopify amazon

Sample project. This is an illustrative build that shows how I would solve this kind of problem in Excel. It is not a past client engagement, and the business described is a typical scenario, not a real company.

The scenario
A typical D2C brand sells on Shopify, Amazon and wholesale with three inventory sources, reconciled by hand. The result: stock-outs on one channel and dead stock in the warehouse.
What I would build
Multi-channel inventory consolidation, SKU-level reorder point calculator, dead-stock report and weekly working-capital dashboard.
Designed to deliver
One trusted stock number and a weekly reorder list
Stack
Power QueryPower PivotXLOOKUPDAXSlicersVBA email

The typical starting point

The Shopify export, the Amazon export and a manually updated warehouse sheet never agree. Finance spends days each week working out what is actually in stock, while some SKUs run out and others sit unsold.

How I would build it

I would build a single Power Query pipeline that reads all three sources into one inventory table. An SKU master holds cost, price, lead time and safety stock. A reorder point calculator flags every SKU below threshold, a dead-stock report lists anything unsold for 90+ days, and a small VBA macro emails a weekly working-capital summary.

What it is designed to deliver

The founder gets one stock number they can trust, a weekly list of what to reorder and what is not moving, and finance stops reconciling channels by hand.

End of sample project

Want this built for your team?

Send us the workbook you are running today. We will come back with a fixed-scope proposal in a written reply within one working day - no discovery retainer, no sales call unless you ask for one.

  • Written scope and fixed price before any build work starts
  • Live workbook reviews - you see progress from week one
  • Documented walkthrough and 30-day support at handover

Engagement standards

How every FormulaSurge engagement is run.

The same six rules on every project - from a quick formula fix to a multi-store retail dashboard.