pf-inventory-docs

professionally structured inventory management with EOQ reorder optimization, GS1 barcode validation, IAS 2/ASC 330 valuation compliance, NRF shrinkage benchmarking, TCO vendor analysis, demand forecasting, and audit preparation — an alternative to inFlow, Sortly, and Cin7 for SMBs.

Installation

Download the pf-inventory-docs.plugin file
Open Claude Desktop and navigate to Settings > Plugins
Click Install Plugin and select the downloaded .plugin file
The plugin will be installed and available immediately

Note: All data stays local on your machine. No external API calls or cloud storage required.

Features

Inventory Import: Load CSV/XLSX files with auto-detection, flexible column mapping, and GS1 barcode validation (UPC-A, EAN-13, GTIN-14)
EOQ Reorder Optimization: Economic Order Quantity and Safety Stock calculations with service level targeting (Harris 1913, APICS CSCP)
Stock Reconciliation: Compare recorded vs physical counts with NRF 2024 shrinkage benchmarking and variance severity classification
ABC Analysis: Pareto-based classification with APICS control levels and review frequency recommendations
TCO Vendor Analysis: Total Cost of Ownership, landed cost, and 4-dimension vendor scorecards (quality/delivery/price/service)
KPI Dashboard: Inventory Turnover, DIO, GMROII, Stockout Rate, Fill Rate with industry benchmarks for 10 sectors
Valuation Compliance: FIFO/LIFO/WAC methods with IAS 2 / ASC 330 standard references
Demand Forecasting: SMA, WMA, Exponential Smoothing, and Seasonal Adjustment with MAD accuracy comparison
Audit Preparation: Cycle count scheduling (APICS ABC method), IAS 2.34/2.36 checklists, SOX 404 controls, printable count sheets
Industry Presets: Pre-configured settings for retail, manufacturing, wholesale, food service, and healthcare
Domain Knowledge Base: Embedded reference data with formulas, benchmarks, and regulatory citations
Workspace Status: Real-time dashboard with KPI benchmarks and ABC distribution
Audit Trail: Complete logging of all operations

Comparison to Competitors

Feature	pf-inventory-docs	inFlow	Sortly	Cin7
CSV Import	✓	✓	Limited	✓
GS1 Barcode Validation	✓	✓	✓	✓
EOQ Reorder Optimization	✓	✗	✗	Limited
ABC Analysis	✓ (APICS)	✓	✗	✓
Safety Stock Calculation	✓	Limited	✗	✓
Reorder Alerts	✓	✓	✓	✓
TCO Vendor Analysis	✓	✗	✗	✗
Vendor Scorecard	✓	✗	✗	Limited
Physical Count Reconciliation	✓	✓	✓	✓
NRF Shrinkage Benchmarks	✓	✗	✗	✗
IAS 2/ASC 330 Compliance	✓	✗	✗	Limited
KPI Dashboard	✓	Limited	✗	✓
Demand Forecasting	✓ (4 methods)	✗	✗	Limited
Audit Prep / SOX 404	✓	✗	✗	✗
Cycle Count Scheduling	✓	Limited	✗	✓
Valuation Reports	✓ (FIFO/LIFO/WAC)	✓	Limited	✓
Industry Presets	✓ (5 industries)	✗	✗	✗
Price	included with your subscription	~$400/mo	~$300/mo	~$500/mo
Barcode Scanning	✗	✓	✓	✓
Multi-User	✗	✓	✓	✓
Real-time Sync	✗	✓	✓	✓

Quick Start

1. Initialize Workspace

/inventory-setup

Creates directory structure, verifies dependencies, configures industry presets, deploys domain knowledge base.

2. Prepare Inventory Data

Place CSV or XLSX file in inbound/ directory with columns:

SKU, Name, Quantity, Unit Cost
Optional: Reorder Point, Location, Category, Supplier, Lead Time Days, Lot Number, Expiry Date

3. Import Inventory

/inventory-import

Loads data, validates with GS1 barcode checks, tags valuation method, detects duplicates.

4. Check Status

/inventory-status

Displays metrics: total items, value, reorder count, KPI dashboard, ABC distribution, reports generated.

5. Generate Reports

/inventory-reorder        # EOQ-optimized reorder with Safety Stock
/inventory-report         # Valuation, ABC analysis, KPI benchmarks
/inventory-vendor-compare # TCO analysis with vendor scorecards
/inventory-reconcile      # Variance analysis with NRF benchmarks
/inventory-forecast       # Demand forecasting (SMA/WMA/ES/Seasonal)
/inventory-audit-prep     # Audit docs, cycle counts, compliance checklists

Or run everything:

/inventory-full

Directory Structure

working-directory/
├── inbound/             # Input files (CSV, XLSX, physical counts, vendor quotes)
├── processing/          # Intermediate JSON state files
├── outbound/            # Generated reports (DOCX, XLSX)
├── archive/             # Historical backups
├── templates/           # Domain knowledge base and reference data
└── .inventory/          # Config, metadata, and logs
    ├── config.json      # Industry-specific configuration
    ├── project.json     # Project metadata with KPI snapshots
    ├── domain-knowledge.json  # Formulas, benchmarks, standards
    └── logs/audit.log   # Operation audit trail

Command Reference

Core Commands

Command	Purpose	Output
`inventory-setup`	Initialize workspace with industry presets	Directories, config, domain knowledge
`inventory-import`	Load data with GS1 validation	`processing/inventory-state.json`
`inventory-status`	KPI dashboard and workspace status	Metrics with benchmarks
`inventory-reorder`	EOQ/Safety Stock reorder alerts	`outbound/reorder-report.docx`
`inventory-reconcile`	Variance analysis with NRF benchmarks	`outbound/reconciliation-report.docx`
`inventory-report`	Valuation, ABC, KPI benchmarks	`outbound/inventory-valuation-report.docx`
`inventory-vendor-compare`	TCO analysis and vendor scorecards	`outbound/vendor-comparison.xlsx`
`inventory-forecast`	Demand forecasting (4 methods)	`outbound/demand-forecast-report.docx`
`inventory-audit-prep`	Audit docs, cycle counts, checklists	`outbound/audit-documentation-package.docx`
`inventory-inventory-docs-dashboard`	Interactive visual dashboard — "show me"	Dashboard
`inventory-full`	Run all operations	All reports

AI-Powered Features

EOQ Optimization: Calculates Economic Order Quantity using Harris (1913) formula with configurable holding and ordering costs
Safety Stock Modeling: Computes safety stock levels based on service level targets (Z-score method per APICS CSCP)
GS1 Barcode Validation: Verifies UPC-A, EAN-13, GTIN-14 check digits per GS1 General Specifications Release 24.0
TCO Vendor Scoring: Evaluates vendors across quality, delivery, price, and service dimensions with weighted scoring
Shrinkage Benchmarking: Compares shrinkage rates against NRF 2024 industry data by sector and cause
Demand Forecasting: Applies 4 statistical methods and recommends best fit using Mean Absolute Deviation
KPI Benchmarking: Computes Inventory Turnover, DIO, GMROII against industry-specific benchmarks for 10 sectors
Compliance Automation: Generates IAS 2.34/2.36 and SOX 404 checklists with structured for audit preparation documentation
Cycle Count Scheduling: Creates APICS ABC-based count schedules with accuracy targets (A: 99.5%, B: 97%, C: 95%)
Industry-Aware Configuration: Auto-tunes reorder multipliers, holding costs, and thresholds for 5 industry verticals

Configuration

Edit .inventory/config.json to customize:

{
  "currency": "USD",
  "industry": "retail",
  "valuation_method": "weighted_average",
  "default_reorder_threshold": 10,
  "reorder_multiplier": 2.0,
  "holding_cost_pct": 0.25,
  "ordering_cost": 25.0,
  "service_level_target": 0.95,
  "shrinkage_benchmark_pct": 1.6,
  "barcode_validation": true,
  "abc_thresholds": {"A": 0.8, "B": 0.95}
}

Domain Knowledge References

IAS 2 — Inventories (IFRS Foundation): Sections 2.25 (valuation), 2.34 (NRV write-down), 2.36 (disclosure)
ASC 330 — Inventory (FASB / US GAAP): Sections 330-10-30-9 (FIFO/WAC), 330-10-30-14 (LIFO)
APICS CSCP — Body of Knowledge (ASCM): Module 3 Managing Supply, cycle counting, safety stock
GS1 General Specifications — Release 24.0: Section 7.9 (barcode check digit)
NRF National Retail Security Survey 2024 — Shrinkage benchmarks by sector and cause
Harris (1913) — Economic Order Quantity formula
Silver, Pyke & Thomas (2016) — Inventory and Production Management in Supply Chains, 4th ed.

Estimated Cost per Use

Disclaimer: Token estimates are approximate and based on typical usage patterns measured from skill prompt sizes. Actual costs vary with input data size, conversation length, and complexity. Estimates use Claude Sonnet 4.6 pricing ($3/1M input, $15/1M output). Cowork and Claude Desktop subscription users (Pro/Max/Team) are not charged per-token — these estimates apply only to direct Anthropic API usage. Running stages individually in fresh sessions uses fewer input tokens than running the full pipeline sequentially, because pipeline mode accumulates conversation history across stages.

Per skill (run individually in a fresh session):

Stage	Skill Prompt	User Input	Total Input	Output	Est. Cost
inventory-vendor-compare	~11.9K	~800	~17.1K	~6.0K	~$0.14
inventory-reorder	~6.0K	~800	~10.5K	~6.0K	~$0.12
inventory-dashboard	~5.2K	~500	~8.9K	~8.0K	~$0.15
inventory-import	~4.2K	~2.0K	~10.0K	~2.0K	~$0.06
inventory-report	~13.0K	~800	~18.5K	~6.0K	~$0.15
inventory-audit-prep	~9.2K	~800	~13.3K	~4.0K	~$0.10
inventory-reconcile	~8.1K	~800	~13.2K	~6.0K	~$0.13
inventory-forecast	~10.8K	~800	~15.0K	~6.0K	~$0.13
Standalone total			~106.5K	~44.0K	~$0.98

Full pipeline (all stages in one session — context accumulates):

Stage	Base Input	+ History	Total Input	Output	Est. Cost
inventory-vendor-compare	~17.5K	0	~17.5K	~6.0K	~$0.14
inventory-reorder	~11.6K	~6.8K	~18.4K	~6.0K	~$0.14
inventory-dashboard	~10.5K	~13.6K	~24.1K	~8.0K	~$0.19
inventory-import	~11.0K	~22.1K	~33.1K	~2.0K	~$0.13
inventory-report	~18.6K	~26.1K	~44.7K	~6.0K	~$0.22
inventory-audit-prep	~14.8K	~32.9K	~47.6K	~4.0K	~$0.20
inventory-reconcile	~13.7K	~37.7K	~51.4K	~6.0K	~$0.24
inventory-forecast	~16.4K	~44.5K	~60.9K	~6.0K	~$0.27
Pipeline total			~297.6K	~44.0K	~$1.55

Running the full pipeline once typically costs $1.09–$2.02 in API tokens (Claude Sonnet 4.6).

Known Limitations

No Barcode Scanning: Manual entry or CSV import only (validates but does not scan)
No eCommerce API Integration: No direct Shopify/WooCommerce sync
No Multi-User Support: Single-user session-based operation
No Real-time Sync: Batch operations with file-based state
No Mobile App: Desktop/CLI-based only
CSV Format Required: No native database; JSON state files

Target Audience

Small Businesses (1-50 employees) needing affordable, professionally structured inventory tracking
Startups with tight budgets and existing CSV workflows
Non-technical Teams wanting accessible, report-focused interface
Organizations with data privacy concerns (self-hosted, no cloud dependency)
Teams moving from spreadsheets to structured inventory management

Technical Details

Language: Python 3.8+
Dependencies: openpyxl (XLSX), python-docx (DOCX reports)
Data Format: JSON state files, CSV/XLSX input
Output Formats: DOCX (reports), XLSX (comparisons), JSON (data)
Execution Model: Sequential skill-based operations
Logging: Audit trail in .inventory/logs/audit.log

Version

v1.1 — Deep Domain Knowledge (March 2026)

pf-inventory-docs — professionally structured inventory management accessible to small businesses.

Commands

/inventory:inventory-audit-prep — Inventory Audit Prep Command
/inventory:inventory-forecast — Inventory Forecast Command
/inventory:inventory-full — Inventory Full Command
/inventory:inventory-import — Inventory Import Command
/inventory:inventory-reconcile — Inventory Reconcile Command
/inventory:inventory-reorder — Inventory Reorder Command
/inventory:inventory-report — Inventory Report Command
/inventory:inventory-setup — Inventory Setup Command
/inventory:inventory-status — Inventory Status Command
/inventory:inventory-vendor-compare — Inventory Vendor Compare Command

Important Disclaimers

AI-Generated Content: This plugin uses AI (LLM) technology which can produce inaccurate or incomplete outputs. All content should be treated as a starting point and reviewed for accuracy before use.
Not Professional Advice: Outputs do not constitute legal, financial, tax, medical, or other professional advice. Consult qualified professionals before making decisions based on generated content.
No Compliance Guarantee: References to industry standards, regulations, or guidelines are for informational purposes only. This plugin does not guarantee compliance with any law or regulation. Users are responsible for verifying all outputs meet their specific regulatory requirements.
No Endorsement or Affiliation: Mention of third-party products, standards, or organizations does not imply endorsement, partnership, or certification by those entities.

Inventory Docs