Tropix
TropixPalm
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Quickstart

From signup to first action plan in under five minutes.

Tropix Palm runs your inventory + sales data through a diagnostic engine and gives you a prioritized SKU-by-SKU action plan. This page walks you through it end to end.

1. Sign in

Go to app.tropixoperations.com and sign in with your work email. We use magic links — no password to remember.

Your workspace is created automatically on first sign-in. You're on the Free plan unless you upgrade.

2. Export your inventory data

You need a CSV or XLSX file with at minimum:

  • SKU
  • Description
  • Quantity on hand
  • Unit cost
  • Last 12 months of sales — either one column with the total, or twelve monthly columns

Optional but useful:

  • Category, supplier, location, lead time (days), MOQ, current ROP / safety stock, last sale date

If you have multiple xlsx files (e.g. one per warehouse), drop them all at once — the upload flow asks whether to combine them as slices of one dataset or use only the newest snapshot.

3. Upload + map columns

On /app/upload, drag your file(s) into the drop zone. Tropix Palm:

  1. Parses the file
  2. Auto-suggests column mappings to its canonical fields
  3. Lets you review and adjust the mapping
  4. Saves the mapping as a template — next upload will auto-apply it

4. Auto-clean review

After mapping, you get a one-page review of what the system found:

  • Phantom SKUs (zero on-hand AND zero sales) — usually catalog noise, excluded by default
  • Backorder rows (negative on-hand) — kept as active reorder candidates
  • Duplicate SKU+location rows — collapsed via sum (default) or keep-first / keep-last
  • Empty mapped columns — informational
  • Required cells filled with 0 — qty / cost defaults so the engine doesn't block

Adjust toggles if your data is unusual; defaults are right for most operators.

5. Validate + run

The validator catches blocking issues (missing required fields, non-numeric values). When it's clean, hit Run diagnostic. The engine computes:

  • Per-SKU MOS, velocity, excess units / value, deadstock flag, stockout risk
  • Safety stock, ROP, EOQ
  • Recommended action and priority (P1–P4)
  • Per-run summary KPIs

For a 10,000-SKU file this takes about a second of compute on top of the upload time.

6. Open the action plan

The action plan lists every SKU sorted by priority. The top 12 P1 actions are what you ship this week. Filter by supplier, location, category, recommended action — or sort by excess value descending to see where the cash is trapped.

Each row is one decision: what to do, why, and the dollar impact.

7. Export or share

Export to XLSX for your ERP or your buyer. Or open Reports → pick sections → save a branded PDF for your board.

That's the loop.

Next: Uploading data for the full data-prep details.