The client
The client is a large retail chain operating multiple stores across North America.
Each store held and managed its own stock. Keeping the right amount on hand in every location, without running out or overstocking, was a balancing act repeated store by store.
The challenge
With every store managing its own stock, inventory data was inaccurate and nobody had a current picture across locations. Stock ran out in one place while it piled up in another.
- Stockouts caused missed sales and unhappy customers.
- Overstocking raised carrying costs.
- Inaccurate stock data made reorder decisions guesswork.
- Replenishment depended on store staff checking and ordering by hand.
- There was no shared view of stock levels across stores.
What they set up in Asset Infinity
The chain moved stock for every store into Asset Infinity’s Stores feature, with reorder points per store and reorder advice that prompts replenishment.
One view of every store’s stock
Each store is a storeroom in one system, so stock levels and replenishment needs are visible across all locations. (Stores)
Reorder points per store
Reorder points and quantities were set for each store from its historical usage, and reorder advice shows what needs replenishing. (Stores)
Replenishment at the threshold
When stock reaches its threshold, reorder advice flags it and a purchase request or a transfer from another storeroom follows, instead of waiting for someone to notice. (Suppliers)
Stock reports by store
Dashboards and reports show stock levels, turnover and replenishment by store, so managers can compare locations. (Insight)
How it works day to day
Here is how stock is kept right in each store now.
- Store staff: record stock as it moves. Receipts and stock issued from the store are recorded in the system, so stock levels stay current.
- System: watches each reorder point. Every item has a reorder point for each store. Reorder advice lists what is running low and how much to order.
- System: prompts replenishment. From the reorder advice, a purchase request or a transfer between storerooms is raised in a few clicks and sent for approval.
- Purchasing team: orders what is needed. Approved requests become purchase orders to suppliers, and goods are received into the store that needed them.
- Store manager: counts and corrects. Regular stock counts keep the records matched to the shelf, so reorder points work from accurate numbers.
- Head office: compares stores. Dashboards show stock levels, turnover and replenishment by store, and highlight where stock is too low or too high.
Before and after
| Before | With Asset Infinity | |
|---|---|---|
| Stock data | Inaccurate, held store by store | 95% more accurate, in one system |
| Stockouts | Missed sales and unhappy customers | 30% fewer |
| Carrying costs | Raised by overstocking | 25% lower |
| Replenishment | Manual checking and ordering | Triggered at set thresholds |
| Store staff time | Spent on stock checks | 20% less manual intervention |
| Inventory turnover | Capital tied up in stock | 15% higher |
How it rolled out
- Practices assessed. The chain and the Asset Infinity team analyzed existing stock practices and pain points.
- Central stock set up. All stores were connected in one system, with reorder points and quantities calculated from historical data for each store.
- Store staff trained. Store staff were trained on the new process so they could adopt it quickly.
The results
- 30% fewer stockouts across stores
- 25% lower carrying costs
- 95% improvement in inventory accuracy across all stores
- 20% less manual intervention in replenishment
- 15% increase in inventory turnover
- More sales and better customer satisfaction from fewer stockouts
- Store staff freed to focus on customers and sales
Why it worked
One picture of stock
Every store’s stock is in one system, so decisions are made with the whole chain in view.
Reorder points from real usage
Thresholds were set from each store’s history, so replenishment fits how each store actually uses stock.
Less for staff to do
Reorder advice tells staff what to replenish and how much, so they spend less time checking shelves and more with customers.
Looking ahead
By bringing every store’s stock into one system and letting reorder points drive replenishment, the chain keeps the right stock in the right place with less manual effort.
Fewer stockouts, lower carrying costs and faster turnover all come from the same change: accurate stock data that every store and the head office share.