An inventory-planning process that forecasts future product needs, reserves suitable age and flavor components, and prevents current releases from consuming stock needed for later age targets.
Mature-spirit inventory is both present product and future production capacity.
Purpose
Reserve enough suitable liquid to meet forecast demand and age or flavor targets without allowing near-term releases to consume components required later.
Inputs
- Cask-level inventory, age, proof, volume, provenance, location, and sensory records
- Forecast product volumes and release dates
- Target age, flavor, proof, and blend roles
- Expected evaporation, loss, rejection, and yield assumptions
- Current reservations and commitments
Sequence
- Translate the release plan into required alcohol-equivalent volume and component roles.
- Segment inventory by age path, flavor function, quality status, and earliest suitable use.
- Apply conservative loss and yield assumptions.
- Reserve components for future dated targets before assigning surplus to current products.
- Review actual maturation and yields against the plan.
- Reforecast, move reservations, or adjust production and purchasing decisions when gaps emerge.
- Preserve an audit trail for every reservation and release.
Outputs
A dated inventory allocation showing committed, reserved, available, at-risk, and shortfall volumes.
Controls and cautions
Chronological age is not a complete maturity measure. Reservations should use both age path and sensory suitability. Alcohol-equivalent calculations prevent nominal liquid volume at different proofs from distorting supply estimates.
Evidence
Matt Strickland, Cask Management for Distillers, PDF pp. 181–184 / ebook pp. 149–152, verified in the complete 247-sheet review.
Corrected worked-example boundary
Fresh full-source audit: the book's 8,000 L × 0.96^5 calculation should yield 6,522.98 L, not 7,100 L; removing 4,000 L leaves 2,522.98 L. Compound proportional losses consistently and model proof drift separately. These illustrative assumptions are not forecasts or actual production results. Stock planning must reserve inventory for future age targets