← Hub — Inventory Management — Stock, Bins, Counts, Valuation
v10.0
I1 Stock Level Dashboard SKU Count / Value / Turnover / Alerts
Total SKUs
1,247
+18 new this month
Inventory Value
$4.2M
+6.3% vs. prior month
Turnover Rate
8.4x
+0.6 vs. target 7.5x
Low Stock Alerts
14
+3 since yesterday
Active Low Stock Alerts
SKUProductCategoryOn HandReorder PointStatus
GFS-CHD-4010Bongards Barrel Cheddar 40 lbCheese12 cs50 csCritical
GFS-EGG-2001Large Grade A Eggs 30 dzEggs28 cs100 csCritical
GFS-BUT-1050Unsalted Butter 36/1 lbDairy42 cs60 csLow
GFS-FLR-3200All Purpose Flour 50 lbDry Goods85 bg120 bgLow
GFS-OIL-5510Soybean Oil 35 lb JIBOils18 cs30 csLow
Stock Value by Category
Inventory Distribution ($)
Cheese
Eggs
Dairy
Dry
Oils
Frozen
Other
Turnover Rate by Category (Annual)
Eggs
Dairy
Cheese
Oils
Dry
Frozen
Other

Dashboard refreshes every 15 minutes from NetSuite inventory sync. Low stock threshold = reorder point + 20% safety stock.

I2 Bin Label Template Location / Product / Lot / Expiry / Barcode
Standard Bin Labels — Edgewood Warehouse
RA-04-B
Refrigerated A
Bongards Barrel Cheddar 40 lb
SKU: GFS-CHD-4010
Lot#: BG-2026-0517A
Recv: 05/15/2026
Exp: 08/15/2026
Qty: 24 blocks
Temp: 36-38 F
GFS-CHD-4010-BG20260517A
FA-02-C
Frozen A
Brown Box Pancakes 144 ct
SKU: GFS-PAN-1440
Lot#: UW-2026-0501B
Recv: 05/03/2026
Exp: 05/03/2027
Qty: 60 cases
Temp: 0 F
GFS-PAN-1440-UW20260501B
D2-08-A
Dry Storage 2
All Purpose Flour 50 lb
SKU: GFS-FLR-3200
Lot#: AB-2026-0410C
Recv: 04/12/2026
Exp: 10/12/2026
Qty: 85 bags
Temp: Ambient
GFS-FLR-3200-AB20260410C
■ Label Color Coding: Cobalt = Refrigerated  |  Navy = Frozen  |  Graphite = Dry Storage
Labels print 4x6" on thermal printer. Barcode encodes SKU + Lot for scan-to-pick workflows. Expiry in red when < 90 days remaining.

Bin labels auto-generate from NetSuite receiving transactions. Barcode format: Code 128.

I3 Cycle Count Form Zone / Counter / SKU / Variance
Global Food Solutions, Inc.
Cycle Count Worksheet
Form GFS-INV-CC-001
Rev. 05/2026
# Bin SKU Product UOM System Qty Physical Qty Variance Status
1 RA-01-A GFS-CHD-4010 Barrel Cheddar 40 lb CS 48 48 0 Match
2 RA-01-B GFS-MZZ-2200 Mozzarella Loaf 6/5 lb CS 36 34 -2 Variance
3 RA-02-A GFS-BUT-1050 Unsalted Butter 36/1 lb CS 60 60 0 Match
4 RA-02-B GFS-CRM-3300 Heavy Cream 12/1 qt CS 24 26 +2 Over
5 RA-03-A GFS-YOG-4400 Greek Yogurt 6/32 oz CS 40 40 0 Match
6 RA-03-B GFS-EGG-2001 Large Grade A Eggs 30 dz CS 100 97 -3 Variance
Items Counted
6
Matched
3
Variance (Short)
2
Variance (Over)
1
Counter Signature & Date
Supervisor Approval & Date

Cycle counts scheduled weekly. Zone A on Monday, Zone B on Wednesday, Zone C on Friday. Variances over 5% trigger recount.

I4 Reorder Report Below Threshold / Reorder Point / Suggested Qty / Supplier
Reorder Report
Generated 05/17/2026 06:00 EST — Edgewood Warehouse
Priority SKU Product Current Qty Reorder Point Suggested Qty Est. Cost Supplier Lead Time
Urgent GFS-CHD-4010 Barrel Cheddar 40 lb 12 50 80 $14,240 Bongards Creameries 5 days
Urgent GFS-EGG-2001 Large Grade A Eggs 30 dz 28 100 150 $8,250 Cal-Maine Foods 2 days
Low GFS-BUT-1050 Unsalted Butter 36/1 lb 42 60 60 $10,440 Grassland Dairy 3 days
Low GFS-FLR-3200 All Purpose Flour 50 lb 85 120 120 $2,880 Ardent Mills 7 days
Low GFS-OIL-5510 Soybean Oil 35 lb JIB 18 30 40 $1,520 Cargill 4 days
Low GFS-SHR-7700 Shredded Mozz 4/5 lb 22 35 50 $3,950 Leprino Foods 4 days
6 items below reorder threshold — 2 urgent, 4 low
Total Est. Cost: $41,280

Suggested quantities calculated as reorder point + average 2-week demand. Urgent = below 50% of reorder point.

I5 Inventory Valuation Report FIFO Method / Category / Cost / Total Value
Inventory Valuation Report — FIFO
As of 05/17/2026 — Global Food Solutions, Inc. — Edgewood, NY
Report GFS-INV-VAL-0517
Total Inventory Value
$4,217,640
Total Units
18,432
Active SKUs
1,247
Avg Unit Cost
$228.82
Category SKU Count Total Qty Avg Unit Cost Total Value % of Total FIFO Layer
Cheese 312 4,840 $178.00 $1,561,520 37.0%
Eggs 84 3,200 $55.00 $880,000 20.9%
Dairy (Other) 198 2,960 $174.00 $673,040 16.0%
Frozen 246 3,480 $122.00 $506,560 12.0%
Dry Goods 264 2,600 $84.00 $362,440 8.6%
Oils & Fats 87 920 $136.00 $147,200 3.5%
Other / Misc 56 432 $200.00 $86,880 2.1%
TOTAL 1,247 18,432 $228.82 $4,217,640 100%
■ FIFO Valuation Method: First-In, First-Out. Oldest inventory costs are recognized first in COGS calculations.
Unit costs sourced from NetSuite purchase orders. Valuation reconciles to GL account 1200-00 monthly.

Report auto-generates monthly on the 1st and 15th. Manual generation available via NetSuite Saved Search SS-INV-VAL-001.

I6 Warehouse Zone Map Edgewood Facility — Zones / Capacity / Utilization
131 Heartland Blvd, Edgewood, NY 11717 — 48,000 sq ft
FA
Frozen A
Capacity: 4,200 sq ft
Temp: -10 to 0 F
Utilization: 82%
FB
Frozen B
Capacity: 3,800 sq ft
Temp: -10 to 0 F
Utilization: 61%
RA
Refrigerated A
Capacity: 5,600 sq ft
Temp: 34-38 F
Utilization: 91%
RB
Refrigerated B
Capacity: 5,200 sq ft
Temp: 34-38 F
Utilization: 68%
D1
Dry Storage 1
Capacity: 6,400 sq ft
Temp: Ambient
Utilization: 55%
D2
Dry Storage 2
Capacity: 5,800 sq ft
Temp: Ambient
Utilization: 47%
D3
Dry Storage 3
Capacity: 5,400 sq ft
Temp: Ambient
Utilization: 38%
RC
Refrigerated C
Capacity: 4,800 sq ft
Temp: 34-38 F
Utilization: 76%
Receiving Dock
4 bays
Staging & Cross-Dock Area — 6,800 sq ft
Shipping Dock
6 bays
Under 70%
70-85%
Over 85%
Frozen
Refrigerated
Dry

Total warehouse: 48,000 sq ft. Overall utilization: 67%. Zone RA flagged for overflow review — consider redistributing to RB.

I7 ABC Analysis Template SKU Classification by Annual Value / Velocity / Criticality
ABC Inventory Analysis
Global Food Solutions, Inc. — Edgewood Warehouse — Q2 2026
Total SKUs Analyzed
1,247
Total Annual Value
$48.2M
A-Class SKUs
124
10% of SKUs = 72% of value
C-Class SKUs
748
60% of SKUs = 8% of value
Classification Distribution
A
124
SKUs (10%)
Annual Value: $34.7M (72%)
Avg Turns: 14.2x
Service Level: 99.5%
Count Frequency: Weekly
Safety Stock: 3 weeks
High Value — Maximum Attention — Tight Controls
B
375
SKUs (30%)
Annual Value: $9.6M (20%)
Avg Turns: 8.6x
Service Level: 97%
Count Frequency: Monthly
Safety Stock: 2 weeks
Moderate Value — Standard Controls — Regular Review
C
748
SKUs (60%)
Annual Value: $3.9M (8%)
Avg Turns: 3.2x
Service Level: 95%
Count Frequency: Quarterly
Safety Stock: 1 week
Low Value — Minimal Controls — Review for Dead Stock
Top 10 A-Class SKUs by Annual Value
Rank SKU Product Category Annual Units Avg Unit Cost Annual Value % Cumulative Class
1 GFS-CHD-4010 Bongards Barrel Cheddar 40 lb Cheese 24,400 $178.00 $4,343,200 9.0% A
2 GFS-EGG-2001 Large Grade A Eggs 30 dz Eggs 52,000 $55.00 $2,860,000 14.9% A
3 GFS-MZZ-2200 Mozzarella Loaf 6/5 lb Cheese 16,800 $142.00 $2,385,600 19.9% A
4 GFS-BUT-1050 Unsalted Butter 36/1 lb Dairy 12,600 $174.00 $2,192,400 24.4% A
5 GFS-SHR-7700 Shredded Mozz 4/5 lb Cheese 18,200 $79.00 $1,437,800 27.4% A
6 GFS-CRM-3300 Heavy Cream 12/1 qt Dairy 22,400 $58.00 $1,299,200 30.1% A
7 GFS-PRV-5500 Provolone Sliced 8/1.5 lb Cheese 14,000 $88.00 $1,232,000 32.7% A
8 GFS-PAN-1440 Brown Box Pancakes 144 ct Frozen 9,600 $124.00 $1,190,400 35.1% A
9 GFS-AMR-6600 American Cheese 120 ct Cheese 15,200 $72.00 $1,094,400 37.4% A
10 GFS-YOG-4400 Greek Yogurt 6/32 oz Dairy 18,600 $48.00 $892,800 39.3% A
Pareto Distribution (Cumulative Value %)
SKU Count by Class
A (124)
B (375)
C (748)
Annual Value by Class ($M)
A ($34.7M)
B ($9.6M)
C ($3.9M)
■ ABC Classification Rules:
A-Class: Top 10% of SKUs by annual dollar value. Weekly cycle counts. 99.5% service level target. Reorder point reviewed weekly.
B-Class: Next 30% of SKUs. Monthly cycle counts. 97% service level. Reorder point reviewed monthly.
C-Class: Bottom 60% of SKUs. Quarterly cycle counts. 95% service level. Review for dead stock candidates every quarter.
Reclassification runs automatically on the 1st of each quarter via NetSuite Saved Search SS-INV-ABC-001.

ABC analysis recalculated quarterly. Override rules: safety items always A-class regardless of value. Seasonal items flagged for manual review.

I8 Dead Stock Report No Movement > 90 Days / Aging / Value at Risk / Disposition
Dead Stock Report
Items with zero outbound movement > 90 days — As of 05/17/2026
Dead Stock SKUs
23
Value at Risk
$87,420
Avg Days Stagnant
142
Warehouse Space Used
840 sq ft
SKU Product Category Qty on Hand Unit Cost Total Value Days Stagnant Expiry Disposition
GFS-SWS-8810 Swiss Wheel 20 lb Cheese 48 $196.00 $9,408 187 06/30/2026 Markdown
GFS-RIC-9920 Ricotta Impastata 6/3 lb Cheese 32 $84.00 $2,688 164 07/15/2026 Markdown
GFS-SPK-3310 Smoked Paprika 6/16 oz Dry Goods 120 $24.00 $2,880 132 03/2027 Return to Vendor
GFS-OAT-4420 Steel Cut Oats 50 lb Dry Goods 85 $36.00 $3,060 118 12/2026 Donate
GFS-COC-5530 Coconut Oil 35 lb JIB Oils 22 $68.00 $1,496 105 09/2026 Pending Review
Dead Stock Aging Distribution
Count by Aging Bucket
90-120d (8)
121-150d (6)
151-180d (5)
180d+ (4)
Value at Risk by Category ($K)
Cheese ($42K)
Dry ($18K)
Frozen ($14K)
Oils ($8K)
Other ($5K)
Disposition Decision Matrix
Donate
Product still within shelf life. Partner with Long Island Cares food bank. Tax deduction available. Requires QA clearance.
Markdown
Reduce price by 30-50% and actively sell through existing customer channels. Sales team notified with special pricing authorization.
Return to Vendor
Negotiate return with supplier. Applicable when product is within warranty or vendor agreement allows returns. RMA required.
Write Off
Product expired or unsaleable. Write off to GL account 5200-00. Requires manager approval for items over $500. Destroy per SOP.

Dead stock report generated monthly on the 1st. Items approaching expiration within 60 days auto-escalate to Urgent. CEO review for write-offs exceeding $5,000.

I9 Inventory Accuracy Dashboard System vs. Physical / Variance Trends / Zone Accuracy / Root Cause
Inventory Accuracy Dashboard
Rolling 12-Week View — Edgewood Warehouse — Updated 05/17/2026
Target: ≥ 98.5%
Current Accuracy
98.7%
+0.3% vs. prior month
Lines Counted
2,847
This month
Variances Found
37
1.3% variance rate
Dollar Impact
-$4,280
Net short
Adjustments Approved
34
3 pending review
Accuracy by Warehouse Zone
RA
99.1%
Refrigerated A
RB
98.8%
Refrigerated B
FA
99.4%
Frozen A
D1
97.2%
Dry Storage 1
12-Week Accuracy Trend
Overall Inventory Accuracy (%) — Target Line: 98.5%
W7
W8
W9
W10
W11
W12
W13
W14
W15
W16
W17
W18
Variance Root Cause Analysis (May 2026)
Root CauseCount% of Total$ Impact
Mispick / Wrong Bin1437.8%-$1,680
Receiving Error924.3%-$1,240
Damage / Spoilage616.2%-$820
System Entry Error513.5%-$340
Unrecorded Sample38.1%-$200
Root Cause Distribution
Mispick
Receiving
Damage
System
Sample
Corrective Actions in Progress
Implement scan-to-pick for all A-class items in Refrigerated zones
Complete
Add barcode verification at receiving dock for lot code confirmation
In Progress
Create sample withdrawal log in NetSuite for QA and sales team
Planned
Train warehouse team on new bin transfer process (eliminate manual moves)
Planned

Accuracy dashboard refreshes weekly. Variances over $500 require supervisor investigation within 48 hours. Target: 99% accuracy by Q4 2026.

I10 Lot Tracking System Lot Genealogy / Forward & Backward Trace / FSMA 204 Compliance
Lot Traceability Record
FSMA 204 Compliant — 24-Hour Trace Capability
Lot# BG-2026-0517A
Product
Barrel Cheddar 40 lb
SKU
GFS-CHD-4010
Supplier
Bongards Creameries
Received
05/15/2026
Expiry
08/15/2026
Qty Received
24 blocks
Forward Trace — Distribution (Where did this lot go?)
DateTransactionCustomer / DestinationQty ShippedSO#BOL#Status
05/16Sales OrderGood Eats Deli, Manhattan 6 blocks SO-28471 BOL-0516-A Delivered
05/16Sales OrderMetro Fresh Market, Midtown 4 blocks SO-28472 BOL-0516-A Delivered
05/17Sales OrderBrooklyn Kitchen Supply 4 blocks SO-28480 BOL-0517-B In Transit
—On HandEdgewood Warehouse — Bin RA-04-B 10 blocks —— In Stock
Total Accounted: 24 / 24 blocks 100% Traced
Backward Trace — Source (Where did this lot come from?)
Supplier
Bongards Creameries
PO#: PO-2026-4871
Supplier Lot#: BC-0517-A4
Plant: Bongards, MN
Manufactured: 05/13/2026
Transport
JB Hunt #TL-48291
BOL#: JBH-20260514-A
Ship Date: 05/14/2026
Arrival: 05/15/2026
Temp Range: 34.2-36.8 F
Receiving
Edgewood Dock 2
Receipt#: IR-2026-3847
Inspector: Maria Santos
Temp at Dock: 35.4 F
QA Result: PASS
■ FSMA 204 Compliance: GFS maintains full lot-level traceability from source to customer within 24 hours. Every lot is traced through supplier, transport, receiving, storage, and distribution. Temperature data is linked to each lot. Forward and backward trace capability is verified quarterly via mock recall exercise.

Lot records retained for minimum 24 months per FSMA requirements. Trace exercises conducted quarterly. Results reported to QA Manager and CEO.

I11 Expiration Management Calendar FIFO Enforcement / 30-60-90 Day Alerts / Expiry Heat Map
Expiration Management Calendar
Edgewood Warehouse — Next 90 Days from 05/17/2026
< 30 days
30-60 days
60-90 days
Expiring < 30 Days
8 lots
$12,400 at risk
Expiring 30-60 Days
14 lots
$28,600 at risk
Expiring 60-90 Days
22 lots
Standard rotation
FIFO Compliance
96.8%
Target: ≥ 95%
Critical: Expiring Within 30 Days
Alert SKU Product Lot# Bin Qty Expiry Date Days Left Value Action
GFS-CRM-3300 Heavy Cream 12/1 qt GR-0501-C RA-02-C 18 cs 05/28/2026 11 $1,044 Rush Sell
GFS-YOG-4400 Greek Yogurt 6/32 oz CH-0428-D RA-03-A 24 cs 06/01/2026 15 $1,152 Rush Sell
GFS-RIC-9920 Ricotta Impastata 6/3 lb LP-0412-A RA-01-D 12 cs 06/08/2026 22 $1,008 Markdown
3-Month Expiry Heat Map by Category
CategoryJun 2026Jul 2026Aug 2026Total LotsTotal Value
Cheese 4 lots 8 lots 12 lots 24 $18,400
Dairy 6 lots 4 lots 3 lots 13 $9,200
Eggs 3 lots 2 lots 1 lot 6 $4,800
Frozen 0 1 lot 2 lots 3 $3,600
■ Expiration Alert Protocol:
< 30 days: RED alert. Sales team notified. Rush sell at discount or donate. Daily review by warehouse supervisor.
30-60 days: AMBER alert. Prioritize in pick sequence. Sales team receives markdown authorization.
60-90 days: BLUE alert. Standard FIFO rotation. Ensure these lots ship before newer stock.
All perishable items use FIFO. Frozen items use FEFO (First Expired, First Out). Non-perishable dry goods reviewed quarterly.

Expiration calendar auto-generated daily from NetSuite lot records. Alert emails sent to warehouse, sales, and ops at each threshold. Items past expiry are quarantined and destroyed per SOP-QA-007.

I12 Shrinkage Analysis Loss Categories / Trend / Cost Impact / Reduction Plan
Inventory Shrinkage Analysis
YTD 2026 (Jan–May) — All Facilities
Shrinkage Rate: 0.82%
Industry Avg: 1.5%
Total Shrinkage
$197,400
Shrinkage Rate
0.82%
Below industry avg
vs. Prior Year
-18%
$43K reduction
Top Category
Dairy
42% of shrinkage
FY2026 Target
0.75%
On track
Shrinkage by Loss Category
Loss Category$ Amount% of TotalTrend
Expired Product $68,400 34.6% -22% YoY
Damage (Handling) $48,200 24.4% -15% YoY
Temperature Excursion $36,800 18.6% -8% YoY
Administrative Error $24,600 12.5% -28% YoY
Customer Returns $12,200 6.2% -4% YoY
Unknown / Unexplained $7,200 3.6% -35% YoY
Shrinkage by Category ($K)
Expired
Damage
Temp
Admin
Returns
Unknown
Monthly Shrinkage Trend (% of Revenue)
Shrinkage Rate — Target: 0.75% (dashed line)
Jan (0.92%)
Feb (0.88%)
Mar (0.84%)
Apr (0.80%)
May (0.76%)
Shrinkage Reduction Plan — H2 2026
Expiry Prevention
Implement automated FEFO alerts at 45-day threshold. Weekly expiry review meeting. Markdown authority delegated to sales reps for items within 30 days.
Est. reduction: $18K annually
Handling Training
Quarterly forklift recertification. New pallet stacking guidelines for fragile dairy. Install impact sensors on loading dock. Monthly damage review board.
Est. reduction: $12K annually
Temperature Controls
Upgrade reefer monitoring to 15-second intervals. Install thermal curtains on all dock doors. Pre-cool staging area to 38F minimum. Weekly reefer PM checks.
Est. reduction: $10K annually

Shrinkage analysis reviewed monthly in ops meeting. Unknown/unexplained shrinkage exceeding $1,000/month triggers investigation. Annual target: ≤ 0.75% of revenue.

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