Step 1: Create your StockTrim account
Register for your free 14 day trial – https://go.stocktrim.com/account/register
Step 2: Import data from your inventory management system
Follow the on screen instructions to import your inventory data. We need four main things:
See the in-app help documentation for more detail
Step 3: Learn how to use the system
Use the interactive tour features and tutorial videos on each page to learn the core functions of StockTrim. The tutoral videos can also be viewed here - https://www.stocktrim.com/stocktrim-tutorials
Use our Bulk Update tool to ensure your SKUs have the correct lead time and other core data points, such as MOQ and batch size. These edits can also be made on each SKU's demand analysis pop-up. Try this out on a couple of SKUs to see the effect of different parameters on the forecast and order recommendation.
Try creating a purchase order, approving it, and sending it back to your inventory management system. Once you are happy with this process, you can create purchase orders in bulk from the Order Plan.
Step 4: Review custom settings
Under “Settings” in StockTrim, review all the features or custom parameters that you need to switch on/off depending on your specific business operation
Step 5: Ready to go
Allow 3 to 6 months for your inventory to eventually become balanced and optimal, then realise your savings – reducing working capital, ensuring you have enough stock on hand, and saving time planning your orders. Every time you place your orders, ensure StockTrim is updated with your latest data, and then place the required amounts as suggested on your order plan.
