Inventory Optimisation Services
Every Rupee in Stock
Is a Rupee Not in Your Bank.
For manufacturing and trading businesses, inventory is often the single biggest drain on working capital. Cash tied up in slow-moving stock, excess procurement, and poor reorder planning is cash that can’t pay vendors, fund growth, or service debt. We help you fix that — systematically.
- Slow-moving & dead stock identification — not just theory, but action
- Reorder and safety stock planning aligned to your actual sales cycles
- Flexible engagement — standalone or as part of our broader CFO service
2,000+
Clients served
₹ 5Cr-₹100Cr
SME focus range
CA-Led
Every engagement
5–7 Days
Setup time
THE PROBLEM
If Any of These Sound Like Your Business, You Have an Inventory Problem.
Most business owners know inventory is important. What they don’t always see is how quietly it bleeds working capital — until a vendor payment is due, a CC limit is maxed, and the warehouse is still full.
Cash is locked in stock that isn’t moving
You bought inventory based on forecasts or bulk discounts. Now it’s sitting in your warehouse — not selling, not generating cash, but still consuming space, insurance, and capital. Dead stock is silent but expensive.
You’re always either over-stocked or out-of-stock
No reliable reorder system means you’re constantly reacting — either buying too much when suppliers offer deals, or scrambling to fulfil orders when you’ve run dry. Both extremes hurt your margins and your working capital.
Vendor payments and stock cycles are misaligned
Your supplier payments are due before your inventory converts to sales and collections. That gap is one of the most common and most avoidable working capital drains for Indian SMEs.
No visibility into what stock is actually worth
No inventory ageing report. No slow-mover analysis. No clear view of which SKUs are productive and which are quietly eroding business value. Without reliable data, every procurement decision is simply a guess.
IDEAL FOR
This Service Is Built For You If…
- You’re a manufacturer, trader, or F&B/FMCG business with physical inventory
- Your CC limit is stretched and your warehouse is full at the same time
- You don’t have a clear view of which stock is moving and which isn’t
- Procurement decisions are driven by intuition rather than data
- You’ve had stock written off or discounted due to expiry or obsolescence
- Vendor payment timelines don’t align with your sales and collection cycles
- You want inventory management integrated with your broader financial picture
- You’re already on — or considering — our Outsourced CFO service
OUR PROCESS
How We Approach Inventory Optimisation
01
Inventory Audit & Baseline
We start with a full review of your current inventory position — stock on hand, ageing profile, procurement history, and vendor payment terms. This gives us the baseline to work from.
02
Analysis & Gap Identification
We identify your slow movers, dead stock, misaligned reorder points, and vendor payment mismatches. We quantify the capital locked in each category so you can see the impact in rupees, not just percentages.
03
Optimisation Plan & Implementation
We build a practical optimisation plan — reorder points, safety stock levels, dead stock liquidation strategy, and vendor payment restructuring. Then we help you implement it, not just present it.
04
Ongoing Monitoring & Reporting
Inventory health is tracked monthly — either as a standalone engagement or as part of your broader CFO dashboard. Regular reports, early warning flags, and advisory whenever procurement or stock decisions need a financial lens.
WHAT WE DO
What Our Inventory Optimisation Service Covers
We help you build a structured inventory management system that connects directly to your working capital, vendor cycles, and cash flow — so every stock decision has a financial lens.
Slow-Moving & Dead Stock Analysis
Structured review of your inventory ageing — identifying SKUs at risk of obsolescence. You get a clear picture of where capital is trapped and a prioritised action plan to move, discount, or write off dead stock.
Reorder Level & Safety Stock Planning
Icon: ti-package We build reorder points and safety stock levels based on your actual sales velocity, supplier lead times, and seasonal patterns — not gut feel. Hold the right amount, always.
Inventory-to-Sales Ratio Tracking
We track your inventory-to-sales ratio monthly — flagging when stock levels run ahead of or behind sales trends. Get an early warning before a growing inventory issue becomes a cash crisis.
Vendor Payment Cycle Alignment
We map vendor payment terms against your inventory conversion timeline and help you renegotiate cycles so outflows align with inflows. This alone can significantly reduce your net working capital requirement.
Inventory MIS & Reporting
Monthly reports — stock ageing, slow-mover flags, reorder alerts, inventory-to-sales metrics — integrated with your working capital and cash flow reporting for one unified financial view.
Inventory Forecasting & Demand Planning
We analyse historical sales trends, demand patterns, and seasonal fluctuations to forecast future inventory requirements. This helps you avoid excess stock, reduce stockouts, and plan purchases with greater confidence.
Why choose us
Why CFO Services Is the Right Partner for Inventory Optimisation
Most inventory consultants look at stock levels in isolation. We look at inventory as part of your entire financial system — connected to your working capital, vendor cycles, cash flow, and bank facilities. That’s the difference between a recommendation and a result.
Integrated, not isolated
Every intervention connects back to your working capital position, cash flow forecast, and banking facility — so the financial impact is clearly visible where it matters most: your bank balance.
Built for Indian SME realities
Seasonal procurement, GST input credit timing, bulk discount traps, government tender stock requirements — we understand the inventory pressures specific to Indian manufacturing and trading businesses.
CA-led, not outsourced
Inventory optimisation isn’t just a supply chain problem — it’s a financial one. Our CA-led team brings accounting rigour to stock valuation, write-offs, and procurement planning that most operations consultants miss.
Financial system, not a silo
Whether we engage on inventory alone or as part of a broader CFO service, the approach is always integrated — never isolated. Your inventory data feeds directly into your MIS, working capital reports, and cash flow forecasts.
CLIENT FEEDBACK
What Our Clients Say
FAQS
Inventory Optimisation — Frequently Asked Questions
Inventory optimisation is the process of ensuring your business holds the right amount of stock — at the right time, at the right cost. Excess or slow-moving inventory ties up working capital that could otherwise fund operations, vendor payments, or growth. Optimising your inventory directly improves your cash conversion cycle and reduces pressure on credit facilities.
Both. We deliver inventory optimisation as a standalone engagement for businesses that specifically want to tackle stock and working capital issues. It’s also available as part of our broader Outsourced or Fractional CFO service — where inventory data feeds directly into your MIS, cash flow reporting, and financial dashboards. We help you choose the right fit.
We run an inventory ageing analysis — categorising stock by how long it has been held versus your average sales velocity. We flag items that have been sitting beyond a defined threshold (typically 90, 180, or 360 days depending on your industry) and quantify the capital trapped in each category.
A reorder level is the stock quantity at which a new purchase order should be placed — calculated based on your average daily sales, supplier lead time, and a safety buffer. We build these numbers from your actual sales data, not industry averages, so they’re calibrated to how your business actually moves.
Excess inventory inflates your current assets on paper — but because it isn’t converting to cash, it forces you to draw on your CC or OD to fund operations. Reducing slow-moving stock directly frees up headroom in your credit facility without needing a limit enhancement.
Yes. We use your inventory conversion timeline — how long it takes for stock to become sales and then collections — to build a case for extended or restructured vendor payment terms. This reduces the gap between when you pay for stock and when you receive cash from customers.
For GST-registered businesses, input tax credit on inventory purchases is only claimable when the supplier files their returns. Timing mismatches between procurement, GST payment, and ITC claim can create short-term cash pressure. We factor this into your inventory and cash flow planning.
For GST-registered businesses, input tax credit on inventory purchases is only claimable when the supplier files their returns. Timing mismatches between procurement, GST payment, and ITC claim can create short-term cash pressure. We factor this into your inventory and cash flow planning.
Monthly inventory reports including: stock ageing analysis, slow-mover and dead stock flags, inventory-to-sales ratio, reorder alerts, and vendor payment cycle summary — integrated into your broader working capital and cash flow dashboard where applicable.
A supply chain consultant optimises logistics, sourcing, and stock levels. Our focus is the financial impact of inventory — how it affects your cash, your working capital, your credit facilities, and your profitability. We’re not replacing a supply chain expert; we’re adding the financial layer that most inventory engagements miss.
Your Inventory Should Be an Asset. Not a Cash Trap.
If your shelves are full but your bank account feels empty, the problem is solvable. Let’s review your inventory position and show you exactly how much capital can be unlocked.
No commitment required. Speak with a CA directly.