These are the slides from the fifth session of the Xero App Advisory Series. This deck walks through the core concepts behind perpetual and periodic inventory, why the distinction matters for advisors, and how it shapes the conversations you have with clients about stock, systems and profitability.
Included
A clear comparison of periodic vs perpetual systems
Why inventory matters to advisors, including how it affects working capital and cost of sales
Discovery questions that diagnose whether the issue is process, data or system setup
How to assess future growth and spot early signs of system strain
Practical guidance on starting with Xero Inventory and knowing when to consider a step up
A closing framework for turning inventory conversations into billable strategy
This slide pack is a simple way to revisit the session or support team training on inventory fundamentals.
Please note that the free download code expires on Thursday 11th December, 2025.
These are the slides from the fifth session of the Xero App Advisory Series. This deck walks through the core concepts behind perpetual and periodic inventory, why the distinction matters for advisors, and how it shapes the conversations you have with clients about stock, systems and profitability.
Included
A clear comparison of periodic vs perpetual systems
Why inventory matters to advisors, including how it affects working capital and cost of sales
Discovery questions that diagnose whether the issue is process, data or system setup
How to assess future growth and spot early signs of system strain
Practical guidance on starting with Xero Inventory and knowing when to consider a step up
A closing framework for turning inventory conversations into billable strategy
This slide pack is a simple way to revisit the session or support team training on inventory fundamentals.
Please note that the free download code expires on Thursday 11th December, 2025.
