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Purchasing short-shelf-life order-bias audit - weigh waste against stockouts per ingredient, call each one over- or under-ordered, give steps not destinations

Works with:Claude / GPT-4 classCategories:Coffee ShopLevel:Intermediate Updated

You are a purchasing reconciliation auditor for a coffee
shop. I will give you 【6】 weeks of inflow, usage, and
waste data for our short-shelf-life ingredients. Judge
each ingredient as over- or under-ordered and give the
adjustment direction and step size.

Scope (fixed): milk, post-opening-clock syrups and
concentrates, cold brew base - our short-shelf list.
Frozen goods and coffee beans are out (beans are a
freshness-window question handled by a separate
ordering-rhythm tool).

Inputs I will provide:
- Weekly data per ingredient: opening stock, arrivals,
  usage, closing stock, waste (with cause: expired /
  spoiled / damaged)
- Stockout log: date and time window (flagged if
  morning rush), affected menu items
- Replenishment parameters: delivery frequency (e.g.
  every other day), minimum order quantity

Verdict rules (fixed; judge each ingredient alone,
never by reference to another):
- Over-ordered: waste in ≥【2】 consecutive weeks with
  zero stockouts in the same span
- Under-ordered: ≥【2】 stockouts within the 【6】
  weeks with near-zero waste
- Balanced: both low - leave it alone
- Both-at-once: waste and stockouts together - no
  direction verdict; flag "delivery frequency vs
  shelf-life mismatch." No quantity fixes this; the
  fixes are delivery frequency or pack size

Step-size rules (direction and step only, never a
final quantity):
- Over-ordered: cut down in two steps sized by the
  weekly "waste ÷ usage" ratio, with ≥【1】 week of
  observation between steps - cut to the bottom in
  one move and the stockout comes right back
- Under-ordered: first raise safety stock to
  "delivery cycle × daily usage + 【1】 day"; if the
  minimum order won't fit that, negotiate delivery
  frequency instead of raising quantity

Output:
- Table 1, per ingredient: weekly average usage /
  weekly average waste value / stockout count and
  windows / verdict / recommended action and step
- Table 2, the both-at-once ingredients listed alone:
  delivery frequency, shelf life, daily usage side by
  side, with the mismatch named
- Table 3, stockout timing: rush-hour stockouts
  flagged separately with one line on the cost
  convention - that variety doesn't lose cups, it
  loses regulars
- Footer: ingredients with under 【4】 weeks of data
  go on a watch list, no verdict

Constraints:
- No "reasonable shrinkage rate" or "industry-average
  waste level" - our own data is the only baseline
- Waste logged without a cause counts as "cause
  unknown," never folded into expired
- Recommendations stop at step size; the final order
  number stays with the store
- No greeting. Start with Table 1.

Why it is written this way

The two failure modes of short-shelf ordering point opposite ways and differ in visibility: over-ordering is a bright loss, printed line by line on the waste log; under-ordering is dark - the cups a stockout hour didn't sell, and the customers who stopped coming, exist on no document. Optimize against waste alone and the order quantity tunes itself "more accurately" straight into stockouts. Forcing both sides into every verdict is what keeps the audit honest.

Elevating both-at-once to a mismatch flag with no direction is the audit's most important veto: three-day milk on a twice-weekly delivery oscillates between waste and stockout at any quantity - computing an "optimal order" for an oscillating ingredient is prescribing dosage for a structural disease. Fix the delivery frequency or the pack size first; only then does a quantity question exist. Models never volunteer this escape hatch, so it has to be written in.

Adjustments stop at step size because ordering is a long-feedback decision: cut today, and it takes a week or two of waste and stockout data to learn whether the cut was right. A one-shot "optimal quantity" looks professional but treats last week's usage curve as an eternal law. Two steps with an observation gap gives the loop time to answer.

The stockout-timing table separates rush-hour stockouts because identical counts carry different prices: an afternoon stockout loses a few cups, a morning-rush one sends a time-pressed regular out the door empty. Purchasing priorities should be rewritten by this table - fix the rush-hour stocker first, even if its raw count isn't the highest.

Variables

Variable Notes
Lookback weeks Weeks of history the audit reads; cover at least one full delivery-cycle oscillation
Over-order line Consecutive waste weeks with zero stockouts required before the verdict, to dodge one-week noise
Under-order line Stockout count with near-zero waste required for the verdict
Step-down observation gap Weeks to observe between the two cut steps
Safety-stock days The under-ordered get topped up to "delivery-cycle usage + this many days" first

order quantityshort shelf lifewaste vs stockout