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AI agent for inventory control specialists

Excess and Obsolete Inventory Review Agent

Excess stock is found early and turned back into cash

DecisionsOperations
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Excess and Obsolete Inventory Review Agent: what goes in, what the agent does and what you get

What it does

Stock that does not sell ties up money and shelf space. Each month this agent calculates months of supply for every item and finds those with more stock than expected demand or no sales for a long time. It removes items with a reason to hold, such as a planned promotion, a backorder or seasonal stock waiting for its season. For the rest, it suggests options in order: return to supplier, bundle, markdown or donate. It estimates the recovery value of each option. If an option does not recover enough, it moves to the next one and checks again. The result is an excess stock plan with values per item. The owner approves any markdown, return or write-off, since those affect margin and the books. Edge case: winter coats in July are not counted as excess, because their selling season has not started yet.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Monthly review 2 USES A TOOL Calculate months of supply per item 3 DOES Remove seasonal and promotion-planned stock 4 DOES Suggest options for each excess item 5 USES A TOOL Estimate recovery value 6 CHECKS THE RESULT Does the option recover enough value? If not: try the next option. Back to step 4. 7 YOU APPROVE Owner approves markdowns or write-offs 8 RESULT Excess stock plan
Read the steps as a list
  1. Monthly review
  2. Calculate months of supply per item
  3. Remove seasonal and promotion-planned stock
  4. Suggest options for each excess item
  5. Estimate recovery value
  6. Does the option recover enough value?If not: try the next option. Back to step 4.
  7. Owner approves markdowns or write-offsThe agent waits here for your OK.
  8. Excess stock plan

How it decides

It flags stock above the set months of supply and suggests the option with the best recovery.

  • Over 12 months of supply is excess
  • Seasonal items exempt before season
  • Supplier returns first

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Months of supply limit
  • Options allowed
  • Seasonal calendar
  • Minimum value

What keeps you in control

It always asks you first

  • Markdowns
  • Write-offs
  • Returns

Hard limits

  • Never changes prices

It stops when

  • Done: plan approved
  • Stop: no data

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn the quarterly review, a shop had 600 phone cases selling about 20 a month, which is 30 months of stock against a 6-month limit. The agent compared a 40 percent markdown with the supplier's return terms. The first check failed because the return terms in the file had expired. It requested current terms, which allowed returns at 70 percent credit. That beat the markdown. The owner approved returning 400 cases.

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