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MarginLab Case Investigations
Illustrative case
Case 06 · Purchasing and liquidity decision

Buying Twice the Inventory for a 10% Supplier Discount

The supplier offers a €2 unit saving if the merchant doubles its order. The discount is attractive on the purchase invoice, but it commits €16,000 more cash immediately and doubles initial stock coverage.

The business question

Will the additional inventory earn back its purchase, holding and risk costs before the cash is needed elsewhere?

Initial evidence
CASE / 06
Unit cost−10%€20 → €18
Initial purchase€36,000Versus €20,000
Extra cash committed€16,00080% more upfront
Initial stock coverage4 → 8 monthsAt 250 units per month
The investigationCompare the bulk offer with a realistic staged-buying alternative.
Investigation typePurchasing and liquidity decision
Evidence basisConstructed dataset
Tax basisExcluding VAT/sales tax
OutcomeScenario-dependent
Methodology note: This is an illustrative ecommerce investigation, not a named merchant, observed customer result or guaranteed outcome. The normal purchase is 1,000 units at €20; the offer is 2,000 at €18, paid upfront. Prices exclude tax. Economic comparisons separate explicit storage cost from an illustrative capital opportunity cost.
Evidence 01 · The purchasing alternatives

A unit saving does not mean a smaller cash outflow.

At 250 units of demand per month, the normal 1,000-unit purchase lasts four months. If demand persists, the merchant can buy another 1,000 units at Month 4. The bulk offer buys both tranches immediately.

Eight-month full-demand purchasing comparison
MeasureStaged purchaseBulk offer
Initial units1,0002,000
Initial unit cost€20€18
Initial cash payment€20,000€36,000
Month 4 replenishment1,000 units / €20,000None
Total units bought2,0002,000
Total purchase cost€40,000€36,000

The comparison assumes the normal €20 price remains available, replenishment arrives when needed and demand is sufficient for 2,000 units. The staged option preserves the ability to reconsider the second purchase.

Evidence 02 · Holding and capital

The €4,000 purchase saving is not the final benefit.

During the first four months, the bulk option carries 1,000 extra units compared with staged buying. At €0.20 storage per additional unit per month, the incremental storage cost is €800.

Incremental storage1,000 extra units × 4 months × €0.20 = €800

After the staged replenishment at Month 4, remaining quantities match under the full-demand scenario.

Illustrative capital opportunity cost€16,000 extra initial cash × 12% annual rate × 4/12 = €640

This simple benchmark prices the extra cash commitment until the staged payment date. It is not an additional accounting expense unless a real financing charge is incurred.

The €4,000 saving therefore becomes €3,200 after explicit storage, or €2,560 after the stated capital opportunity cost. Do not deduct both this benchmark and an actual financing charge for the same funding cost.

Evidence 03 · Full sell-through

The offer works if normal demand and timing hold.

Assume each normally sold unit produces €40 of net receipts after all non-inventory variable selling costs. This could be a €50 realized price less €10 of selling and fulfillment burden.

Full sell-through of 2,000 units over eight months
MeasureStagedBulk
Net receipts before inventory cost€80,000€80,000
Inventory purchase cost(€40,000)(€36,000)
Incremental storage versus staged€0(€800)
Contribution on comparison basis€40,000€43,200
Capital opportunity cost€0(€640)
Economic result after capital benchmark€40,000€42,560
Only differences between purchasing options are shown. Storage and overhead common to both are omitted. The €2,560 advantage depends on full normal-price sell-through and the stated timing.
Evidence 04 · Slower demand and clearance

The option to avoid the second purchase has value.

Now assume only 1,000 units sell normally over eight months. The staged buyer does not reorder. The bulk buyer clears its 1,000 surplus units at €10 net receipts each after all clearance selling costs.

Slow-demand downside; euros
MeasureStagedBulk
Normal-sale net receipts: 1,000 × €4040,00040,000
Surplus clearance net receipts010,000
Initial inventory cost(20,000)(36,000)
Incremental storage: 1,000 × 8 × €0.200(1,600)
Contribution on comparison basis20,00012,400
Capital benchmark: €16,000 × 12% × 8/120(1,280)
Economic result20,00011,120

The bulk offer is €8,880 worse after storage and the capital benchmark. The clearance value replaces normal-price proceeds; it is not an additional markdown expense deducted from those proceeds a second time.

Decision test · Recovery and liquidity thresholds

The surplus must recover more than €18 per unit.

In the slow-demand scenario, the bulk purchase requires €16,000 more upfront than the staged purchase, plus €1,600 storage and €1,280 of modeled capital cost.

Surplus net-recovery hurdle(€16,000 + €1,600 + €1,280) ÷ 1,000 = €18.88 per surplus unit

At €10 net clearance receipts, the surplus falls €8.88 per unit short. If it becomes dead stock with no recovery, the economic disadvantage is €18,880.

Finding 1

Liquidity gate

With €45,000 opening cash, the standard order leaves €25,000 and the bulk offer leaves €9,000. A required €15,000 reserve creates a €6,000 funding gap even in the profitable full-demand scenario.

Finding 2

Commercial gate

Check whether staged deliveries, a smaller commitment or a price-protected reorder can retain some discount without taking all inventory risk upfront.

A positive expected economic result does not remove the liquidity constraint. Financing changes the cash plan and may change the economic result; it must be modeled explicitly.

Validation · Decide from demand and cash evidence

Accept the discount only when both gates clear.

The full-demand illustration favors the offer by €2,560. The slow-demand illustration reverses the decision. The merchant needs evidence about sell-through and a funded purchase calendar, not just a better unit cost.

  1. Validate demand by SKU and variant

    Use actual depletion and committed demand. Do not infer eight months of sell-through from a short promotional spike.

  2. Price the downside

    Estimate net clearance recovery, storage duration and the chance of unsellable stock. Keep disposal and selling costs inside the net recovery assumption.

  3. Verify the replenishment alternative

    Confirm supplier lead times, future price and availability. A staged comparison is only credible if the second order can actually arrive when needed.

  4. Check cash before signing

    Include existing commitments and minimum liquidity. Negotiate terms or quantity if the initial payment breaches the operating reserve.

The stock planning framework and inventory turnover calculator help connect purchase quantity to expected depletion. They do not replace SKU-level demand evidence.

Case conclusion · quantified decision

The 10% discount is worth €2,560 only in the favorable demand case.

With full normal-price sell-through, savings exceed incremental storage and the stated capital benchmark. With only half the units sold normally and €10 net clearance recovery, the same offer is €8,880 worse than staged buying.

Economic result

A cheaper unit can create a more expensive decision.

The offer saves €4,000 on 2,000 units but commits €16,000 more cash at the start.

Decision threshold

Slow-demand surplus needs €18.88 net recovery per unit.

That hurdle includes incremental storage and the capital benchmark. The assumed €10 clearance recovery does not clear it.

Accept bulk savings only when credible sell-through, downside recovery and the dated cash plan justify the extra inventory commitment.
Continue the investigation

Connect the purchase order to working capital

Model the initial commitment and inventory holding period before treating supplier savings as available profit.

All calculations are illustrative. The decision depends on the stated cost, demand and timing assumptions.