# Supply Position Sheet

**Version:** 1.0
**Date:** 2026-08-22
**Type:** Instrument — a standing one-page picture, reviewed on a fixed day

---

## What this answers

Three questions, on one page, without opening anything:

1. **Is everything stocked?**
2. **Is everything that isn't stocked already ordered?**
3. **Where is money leaking?**

The run sheet records what happened on a particular day. This sheet says where
the property stands today. They are different jobs and they do not fit on one
page: an event record grows a row every run, a position replaces itself.

**Nothing on this page needs a computer.** It is filled from the shelf and the
order file, and it is meant to be readable in under a minute by someone who was
not involved in ordering anything.

---

## 1. The page

One line per item. Three marks per line — that is the whole design.

| Item | Par | On hand | Stocked | Ordered | Lands | Last price | This price | Note |
|---|---|---|---|---|---|---|---|---|
| | | | ● / ▲ / ■ | Y / N | date | | | |

**Stocked** is one of exactly three marks, never a number:

| mark | meaning | what it means for her |
|---|---|---|
| **●** | at or near par | nothing to do |
| **▲** | below par | must be ordered, or already is |
| **■** | **above par** | money is sitting on a shelf |

**A line with no mark is an unfinished page, not a line that is fine.** This is
the single most important rule here. Blank does not mean good; blank means
nobody looked.

---

## 2. How she knows everything is ordered

Read down the **Stocked** column only. Every **▲** must have a **Y** beside it
and a date in **Lands**.

- **▲ with N** — this is the whole point of the page. Something is short and
  nobody has ordered it. It will be discovered when it runs out.
- **▲ with Y but no date** — an order with no expected date **is not an
  order**. It is a phone call someone remembers making. Chase the date or mark
  it N and order it again.
- **Lands date already passed** — it did not arrive. Nothing else on the page
  will tell you that; only the date will.

If every ▲ carries a Y and a future date, everything short is covered, and she
can stop reading. That is the page doing its job.

---

## 3. How she knows money is leaking

Money leaves supply in **three** ways. Most properties watch only the first.

**a) Price creep — the two price columns.**
Last price beside this price, on the same line. A rise nobody chose is visible
here and nowhere else, because an invoice only ever shows today's price. Circle
any line where this price is higher and nobody decided it.

**b) Over-par stock — every ■ on the page.**
This is cash already spent, sitting on a shelf, and it triggers no alarm
anywhere because nothing is *wrong*. Nobody runs out, nobody complains. A **■**
that is still a **■** next month is not a spike in demand — it is money the
property has parked, and usually it means par is set too high or the item is
being ordered by two people.

**c) Emergency buys — the note column.**
An item that hit zero and was bought locally at full price to cover the gap
costs the property twice: the premium paid, and the discount lost by not buying
it on the run. Write it in the note as **EMERGENCY** with what it cost. Three
of those on one item is not bad luck; it is a par that is too low or a cycle
that is too long.

**Leaks (a) and (c) look like normal operations. Leak (b) looks like nothing at
all.** That is why all three live on one page.

---

## 4. The closing check

Before the page is filed:

1. **Every line carries a mark.** No blanks. A blank is an unread shelf.
2. **Every ▲ carries Y and a future date**, or it is written on the action line
   at the bottom.
3. **Every ■ carries a note** saying why, even if the note is "don't know yet."

**Action line — what is short and not ordered:**

_______________________________________________________________

If that line is empty and every mark is filled in, the property is stocked and
covered, and she knows it from the page rather than from asking three people.

---

## 5. When to fill it

**On a fixed day, before the supply run — not after.** A position sheet filled
after the run tells you what you already bought. Filled before, it *is* the
order list, and the run sheet then records what actually happened against it.

The two pages work as a pair:

- **This sheet, before the run** — what is short, what is covered, what is
  overstocked.
- **The run sheet, during the run** — what was actually bought, where, at what
  price, and whether the discount reached the receipt.
- **Last price on the next position sheet** comes from that run sheet. That is
  the loop, and it is the only reason price creep is ever visible.

---

## 6. Questions to ask before the first sheet

1. **Who fills it — and is it the same person who orders?** If yes, the count
   and the order are one judgement rather than two, and ■ lines are unlikely to
   ever be written down.
2. **Is the par on this sheet the current par?** A par copied once and never
   revisited turns every mark on this page into a comparison against a number
   nobody still believes.
3. **Which items are ordered by more than one person?** Those are where ■
   appears and nobody can say why.
4. **What is the fixed day?** A position sheet without a fixed day becomes a
   sheet filled when someone is worried, which is exactly when it is least
   useful.

---

## What this instrument does not do

It does not forecast, price, or choose vendors. It states a position and makes
three specific failures visible: short and unordered, ordered and not arrived,
and money sitting still. Everything else it deliberately leaves alone.

The sheet publishes blank. Every property's filled sheets are its own.
