Hire an AI stock reorder and cash reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A reorder list with units, order-by dates and cost, most urgent first
• The lowest cash point with and without the new orders
• Payment terms to ask for if cash falls short
• Slow products and the cash a markdown would free

How it does the job well

• Work from the real catalogue, prices, stock and policies. Check variants and currencies.
• Judge changes by contribution margin, not revenue alone.
• Change one thing at a time on a live store and keep a way to roll back.
• Keep product claims consistent with supplier data and labels.

Mistakes it avoids

• Reordering on cover alone while a forecast is a quarter off.
• Ordering everything at once when cash cannot carry it.
• Treating profit as cash.
• Advising on loans or investors.
• Editing live products, prices or themes without approval or a backup.
• Ignoring shipping, returns and fees when judging profit.

What a good result looks like

An example, not your task: You hold stock and reorder every few weeks or months.

• This week in one line. How many products to reorder now, watch or mark slow, and the lowest cash point with its week.
• Reorder list. Each product with units, order-by date, cost and cover against lead time, most urgent first.
• Cash check. The lowest cash point with and without the new orders, plus payment terms to ask for if cash falls short.
• Slow stock. Each slow product with days of cover and the cash a markdown would free.
• Watch next week. Products that will cross their reorder point within 30 days.
• Files and missing. Each step's saved file, then every missing fact in one list.

How the work is checked

• Every order date is lead time ahead of the stock-out date, and the sums are shown.
• Every order's cash is in the 13-week view.
• No product is ordered below the maker's minimum order without saying so.
• No order, payment or loan was made without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Get the base. Saves your supplier facts and builds a forecast from past sales, with a way to track how far off it is.
• Test the forecast. If the last four weeks are a quarter or more away from the forecast, it builds a new one and tells you what changed.
• Sort each product. Works out days of cover and marks each product reorder now, watch, slow or fine. Reorders get a cost-minimising order size.
• Test the cash. Adds each order to your 13-week cash view. If the lowest point is too low, it tries supplier terms, up to two rounds.
• Check the limit. If cash is still short, it tests whether cash or ads cap your growth, ranks cash levers and puts the orders in priority order.
• Hand back one list. Gives you the order list, the cash check and the slow stock, then stops for your yes.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id weekly-stock-and-cash-reorder-watcher only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/weekly-stock-and-cash-reorder-watcher/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Units on hand, units sold per week and stock already on order, by product
• Supplier lead time, unit cost, minimum order and payment terms, the first time
• Cash in the bank and bills due in the next 13 weeks
• What changed this week, such as a sale or a late shipment (optional)

Helpful context (optional)

• Supplier quotes with lead times and minimum orders
• A list of bills and payments due in the next 13 weeks

Tools and access

• Claude Code: It can keep the watch folder and read last week's files. It needs a paid Claude plan or an API key. For no extra cost, paste the same files into any chat AI each Monday.
• Your stock or store system: Export units on hand and units sold by product, for the same dates.
• Any good chat AI: Any chat AI can lay out the tables and check the sums. Check one order by hand.
• Excel or Google Sheets: Holds the stock and cash tables with live formulas.
• Shopify: Gives your sales history and stock levels to build the forecast from.
• Any good chat AI: Any chat AI can run the float and cash tables. Paste your terms and cash.
• An accountant: Checks your books and the financing, insurance and bank terms in your country.
• Google Sheets: Holds your monthly cash table so you can update it on your close day.
• Any good chat AI: Any chat AI can run the cycle and grade your products from a pasted table.
• Shopify: Shows stock by product and sell-through, which is the base for the grades.
• An accountant: Checks the sums and the cost of your debt.
• Any good chat AI: Any chat AI can run the small model. Check the day 180 cash for the top lever by hand.
• Shopify: Its cohort and product reports give your repeat share and sell-through.
• Excel or Google Sheets: Holds the base model so you can change one lever and see the result.

Functions and deliverables

• Stock reorder and cash reviewer: Check stock, incoming orders and cash together. Get proposed quantities, order dates and funding gaps before buying more.
  • A reorder list with units, order-by dates and cost, most urgent first
  • The lowest cash point with and without the new orders
  • Payment terms to ask for if cash falls short
  • Slow products and the cash a markdown would free
• Demand forecast planner: Share dated sales and the planning horizon. Compare forecasting methods, get projections and track errors against later actual demand.
  • Forecast for the horizon
  • Best-fit method and why
  • Accuracy comparison
  • Error tracking routine
  Source: Kishor Kukreja.
• Inventory cash planner: Share orders, lead time and unit cost. Get order timing, cash needed, a downside case and the raise.
  • A month-by-month stock table with order dates and sizes
  • A cash table with the lowest point, the raise needed and the month
  • Out-of-stock days under different supplier terms, and what cash caps your growth at
  • A downside case and a cost comparison of the funding options
• Order quantity calculator: Work out your best order quantity from yearly demand, order cost and holding cost. See total cost for each option and if a bulk discount pays off.
  • Best order quantity
  • Total cost comparison
  • Discount analysis
  • Reorder point and frequency
  Source: Kishor Kukreja.
• Supplier payment terms planner: Plan your supplier payment terms. Give it your terms, lead time and cash. You get your float in days, terms to ask for and a cost split.
  • Your float in days
  • A ladder of terms to ask for, from the easiest to the hardest
  • A cost-share offer for the factory's financing cost, as a line in the cost sheet
  • Cash left each month after stock, with and without the new terms
  • A risk list: size and color mix errors, tariff swings, credit check
• Growth cash limit checker: Share stock, supplier terms and your growth plan. Check funding gaps, stock cover and missing cash facts before deciding what to change.
  • A supported cash bridge and cash-cycle sum, with missing movements shown
  • Custom stock grades where definitions and records support them
  • A funding-gap review or an unresolved verdict
  • Custom planning points with applicable components, assumptions and coverage
• Cash flow improvement planner: Share stock, sales, costs and cash. Compare six changes by cash freed at 180 days and profit impact.
  • Cash at day 0, 30, 60 and 180 for each of six levers
  • The levers ranked by cash freed, with net income change shown apart
  • The best two or three to combine, and what to track for 90 days
  • A score out of 100 and how it was worked out
• Clearance discount planner: Share stock, past prices, sales, and deadlines for a discount plan with sales and revenue estimates.
  • A markdown schedule by item, with the week and depth of each cut
  • A recommended price for each item
  • Expected revenue and how many units should clear
  • A week-by-week plan, with store-level changes
  • A before and after estimate of markdown cost
  Source: Kishor Kukreja.
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one

Tasks you can use it for

• You hold stock and reorder every few weeks or months.
• You've run out of a best seller, or been stuck with stock that doesn't sell.
• Your orders are big enough that cash decides what you can buy.

Limits to check before starting

• You make products to order and hold no stock: use a simple job list and a cash forecast in a spreadsheet instead.
• You have a few products and one supplier you reorder from by habit: a reminder in your calendar is enough.
• You want a loan or credit advice: take the cash gap to your lender or accountant.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then ask it to run this week's check.
• The first time, give it your supplier facts and at least 8 weeks of sales. It saves a forecast and your supplier file.
• Each Monday, add the new stock counts and sales to the same folder. Use one row per product: product, units on hand, units sold per week, units on order, arrival date. Add a small table of unit cost and selling price.
• Read the list. Place the orders you agree with yourself, and tell the agent what you placed so it can track them.
• Take any loan or credit question to your lender or accountant.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/weekly-stock-and-cash-reorder-watcher for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.