Quarterly Inventory Planning SOP

Review sales, forecast demand, and plan purchase orders every quarter — ensuring Amazon FBA and FBM inventory levels stay balanced, preventing both stockouts and overstock situations.

Prerequisites

• Access to Amazon Seller Central → Inventory Reports and Business Reports.
• Access to Restock Inventory tool (FBA).
• Access to sales history and supplier lead times.
• Optional: Inventory Planning Spreadsheet for forecasts and notes.

Procedure

1. Gather Sales Data
2. Check Current Inventory Levels
3. Calculate Sell-Through Rate
4. Forecast Future Demand
5. Factor in Seasonality and Events
6. Review Supplier Lead Times
7. Plan Purchase Orders
8. Plan FBA Shipments
9. Review Storage Fees and Inventory Age

Members only

Get the full step-by-step procedure

• 9 numbered steps with exact Seller Central paths
• Fixes for the most common snags
• 1 copy-paste message template
• When to escalate, and to whom
• How to confirm it worked
• Best practices to prevent repeats

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Related SOPs

• Weekly Restock Review SOP
• Inventory Forecasting SOP
• FBA Shipment Quality Check SOP
• Check for Lost or Damaged FBA Inventory
• Deal Prep SOP
• Monthly Account Audit SOP