--- title: Sage Inventory Advisor - 3 Fundamental Truths About Inventory Planning description: Sage Inventory Advisor is very cost effective, easy to deploy, easy to use, and specifically designed to help solve the problems of excess inventory and stock-outs. image: https://www.equationtech.us/hubfs/blog_images/SageLive-hero.jpg --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Sage Inventory Advisor - 3 Fundamental Truths About Inventory Planning ![technology blog](https://www.equationtech.us/hubfs/blog_images/SageLive-hero.jpg) **twitter **linkedin **facebook Inventory experts share what they’ve learned over decades of working on the problems of optimal replenishment. After working with thousands of companies over decades, the team behind [Sage Inventory Advisor](https://www.equationtech.us/sage-inventory-advisor) has learned these three fundamental truths about inventory planning which we share in this article. #### **![Sage Inventory Planning](https://www.equationtech.us/hs-fs/hubfs/blog_images/SageLive-hero.jpg?width=600&name=SageLive-hero.jpg "Sage Inventory Planning")** #### **1. Balance is the Goal** First, all inventory-based companies - distributors, manufacturers, and retailers - are challenged by the competing goals of having just enough stock on hand to meet demand, while avoiding warehouses full of excess product. Achieving a balance is critical. #### **2. Time is Being Wasted** Second, the buyers and inventory planners who are stuck in the middle of those competing goals inevitably spend too much time, effort, and stress managing the mountains of data required to truly optimize their inventory levels. Putting out fires all the time is simply not an efficient use of time. #### **3. Outdated Tools Hurt Profits** Third, most small and medium business are using outdated tools and processes - and profits are suffering as a result. These are tools like spreadsheets, custom reports, and worse. It is alarming how commonly these ill-fitting solutions are used for erp inventory management and replenishment. ### **Ignoring These Truths Comes with a Cost** Profit is negatively impacted by the hidden costs of excess inventory for some items. That excess means working capital is unnecessarily tied up in the warehouse, when it could be used for other profit-driving activities in the business. And that excess stock also incurs very real carrying costs, which can be substantial. ![Sage Inventory Advisor - Inventory Planning](https://www.equationtech.us/hs-fs/hubfs/blog_images/sia-screenshot.png?width=542&height=403&name=sia-screenshot.png) More obvious is the impact of not being able to fulfill customer demand on a timely basis. Maybe that means the sale is only delayed, but there are many other times when the sale will be lost for good. And if this happens often enough, it can mean a lost customer. ### **What’s the Solution?** Businesses that manage inventory are more than familiar with this challenge, and many of them try to get by with an inventory spreadsheet. That’s a task it is simply not cut out for, and the result is hurting the bottom line. What’s required is a true Inventory Management System – a user-friendly app like **Sage Inventory Advisor** (SIA). SIA is a game changer for mid-sized companies that manage inventory. It is extremely cost effective, easy to deploy, easy to use, and specifically designed to help solve the problems of excess inventory and stock-outs once and for all. ### **Have questions or see it in action?** To learn more about how Sage Inventory Advisor can help you optimize inventory, watch this [quick demo video](https://www.goconsensus.com/app/view/p/j9p438cb), or [contact us](https://www.equationtech.us/speak-with-an-expert) for more information, to request pricing, or to schedule a personal demo. ### Related Articles ##### [Sage 300 & Windows 10 End of Life: What You Need to Know](https://www.equationtech.us/sage-accpac-blog/sage-300-windows-10-end-of-life-what-you-need-to-know) There’s been a lot of conversation lately around Windows 10 end of life and what that means for... ##### [From Start-Up to Quarter Billion – How Sage 300 Scaled Success](https://www.equationtech.us/sage-accpac-blog/from-start-up-to-quarter-billion-how-sage-300-scaled-success) We also have a [video version](https://drive.google.com/file/d/1ssdM9iHt6Wz86A-VDvAER03NdXkAodg9/view?usp=sharing) of this article, where you can hear directly from one of our ERP... ##### [How to Simplify Payroll and Job Costing with Sage 300](https://www.equationtech.us/sage-accpac-blog/how-to-simplify-payroll-and-job-costing-with-sage-300) Getting payroll to play nice with your job costing system is like fitting a square peg into a round... ## Need Help Now? [![Request a Call](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/41683/0d27fa16-1614-41b4-9caf-f9597d262c41.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/41683/0d27fa16-1614-41b4-9caf-f9597d262c41) Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage HRMS](https://www.equationtech.us/sage-services/sage-hrms) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - [Sage Financials](https://www.equationtech.us/sage-services/sage-live) Services We Offer - [Software Selection & Licensing](https://www.equationtech.us/sage-services/erp-software-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Hosting](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) Resources - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Software Video Tutorials](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) About - [Meet The Team](https://www.equationtech.us/management-team) - [Certifications & Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) - [San Diego Location](https://www.equationtech.us/sage-300-support-san-diego) - [Orange County Location](https://www.equationtech.us/sage-300-support-orange-county) - [Seattle Location](https://www.equationtech.us/sage-300-support-seattle) [![Equation Technologies - Sage 300 Authorized Partner](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo-footer.png?width=220&name=logo-footer.png "Equation Technologies - Sage 300 Authorized Partner")](https://www.equationtech.us/) **Equation Technologies** United States: 533 2nd Street Encinitas, CA 92024 Canada: #301 - 220 Brew Street Port Moody, BC V3H 0H6 Phone: 866.436.3530  •  E-mail: [info@equationtech.us](mailto:info@equationtech.us) Equation Technologies ©2016 [Contact Us](https://www.equationtech.us/contact)  | [Privacy Policy](https://www.equationtech.us/privacy-policy) ```json { "@context" : "http://schema.org", "@type" : "Article", "author" : { "@type" : "Person", "name" : "EQ Tech" }, "dateModified" : "Tue, Feb 7, 2017", "datePublished" : "Tue, Feb 7, 2017", "description" : "Sage 300 (formerly Sage Accpac) blog with informative articles in reference to financial software processes and procedures including payroll taxes, training, product information, custom development.", "headline" : "Sage Inventory Advisor - 3 Fundamental Truths About Inventory Planning", "image" : { "@type" : "ImageObject", "height" : 800, "url" : "http://cdn2.hubspot.net/hubfs/41683/blog_images/SageLive-hero.jpg", "width" : 800 }, "mainEntityOfPage" : { "@id" : "https://www.equationtech.us/sage-accpac-blog/sage-inventory-advisor-inventory-planning", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "height" : 60, "url" : "https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?t=1474998725496&width=230&name=logo.png", "width" : 600 }, "name" : "Equation Technologies Inc." } } ```