Inventory management is the lifeline of e-commerce businesses—excess inventory ties up capital, while stockouts directly lead to customer loss. Traditional Excel methods require manual data integration and calculation of reorder quantities, which are both time-consuming and prone to errors. This article will demonstrate how Excelmatic's AI capabilities can transform inventory optimization from daily manual labor to real-time automated management, with practical data demonstration tables included.

The Key Importance of Real-Time Inventory Optimization

Preventing Stockout Losses

• Amazon research shows: 30% of customers will turn to competitors when encountering stockouts.
• Impact: Directly leads to revenue loss and long-term damage to customer relationships.

Reducing Holding Costs

• Capital Lockup: Excess inventory ties up working capital.
• Storage Costs: Can consume up to 25% of total profits.
• Obsolescence Risk: Especially critical for fashion/electronics.

Improving Turnover Efficiency

• Best Practice: Rational restocking can increase inventory turnover by over 50%.
• Operational Advantage: Faster cash conversion cycle.

Traditional Excel vs. Excelmatic: In-Depth Inventory Optimization Comparison

Traditional Excel Workflow (Detailed Steps)

Step 1: Data Integration

1. Export raw data from multiple systems:

   • Sales_Report_2024Q3.csv (SKU, sales amount, date)

   • Current_Stock.csv (SKU, inventory)

   • Lead_Time.csv (SKU, supplier lead time)

2. Manually merge data using VLOOKUP:

   =VLOOKUP(A2, Lead_Time!A:B, 2, FALSE)  // Match lead time
   =VLOOKUP(A2, Current_Stock!A:B, 2, FALSE)  // Match inventory
   

   Need to manually handle #N/A mismatch errors.

Example Data Table:

Step 2: Reorder Calculation

1. Daily Sales Volume: =C2/30
2. Safety Stock: =ROUNDUP(E2*D2*1.2, 0)
3. Reorder Quantity: =MAX(ROUNDUP(D2*(E2+7)-B2,0),0)

Formula Output:

Step 3: Risk Analysis

1. Conditional Formatting to Mark Stockout Risks:

   =IF(B2<Safety Stock*0.5,"Critical",IF(B2<Safety Stock,"Watch","Normal"))
   

2. Manually filter slow-moving items (sales < 10% of inventory)

3. Send report to procurement team via email

Excelmatic Solution

Step 1: Upload Data

Step 2: Enter Natural Language Instructions

Enter in the Excelmatic dialog box:

Optimize inventory based on the following rules:

1. Calculate daily average demand based on the past 30-day sales.
2. Safety Stock = Daily Average Sales × Lead Time × 1.2.
3. Mark high-risk items with inventory below 50% of safety stock.
4. List slow-moving items with 30-day sales less than 10% of inventory.

Step 3: Result Output

Workflow Comparison

Why Choose Excelmatic?

✅ Zero Learning Cost: No need to memorize formulas, describe needs in everyday language

✅ Deep Business Fit: AI understands industry terms (such as Safety Stock Turnover Rate)

✅ Decision Acceleration: From data to action in less than 10 minutes

Sign up for a free trial of Excelmatic now!