Glossary term

Economic order quantity (EOQ)

Definition

A formula-based calculation of the order size that minimizes the combined cost of ordering and holding inventory. It balances the fixed cost incurred per order against the cost of carrying stock over time.

Economic order quantity (EOQ) is the order size that minimizes the total cost of ordering and holding inventory. It weighs the fixed cost paid each time you place an order against the cost of carrying stock over time. Order too little and you reorder constantly, piling up ordering costs. Order too much and you tie up cash and warehouse space in holding costs. EOQ finds the point where those two costs are lowest together.

How it works

The classic formula is the square root of (2 times annual demand times cost per order) divided by holding cost per unit per year. Annual demand is how many units you sell in a year, order cost is the fixed cost of placing and receiving one order, and holding cost is what it costs to keep one unit in stock for a year (storage, insurance, capital, spoilage). The result is the quantity to order each time to keep total cost at its minimum.

Why it matters

EOQ turns a guessing game into a repeatable number. It sets a sensible reorder quantity, informs safety stock and reorder points, and stops you from over-ordering slow movers or under-ordering fast ones. The model assumes steady demand and stable costs, so treat it as a baseline you adjust for seasonality, supplier minimums, and volume discounts.

Applied to B2B quoting on Shopify

When a wholesale buyer requests a large or recurring quantity, EOQ helps you decide the batch size you can commit to and at what price. If a quoted order sits near or above your EOQ, you often have room to offer a volume break without eroding margin, since the per-unit ordering cost drops. Knowing your own EOQ also helps you set realistic minimum order quantities inside a quote. See the B2B quoting glossary for related terms, or pricing for plan details.

Frequently asked

What inputs do I need to calculate EOQ?

Three numbers: annual demand in units, the fixed cost of placing one order, and the cost of holding one unit in stock for a year. Plug them into the square-root formula to get the order quantity.

Does EOQ account for volume discounts?

Not in its basic form. The standard model assumes a constant unit cost. If suppliers offer price breaks, use a quantity-discount variation that compares total cost at each discount tier against the plain EOQ.

How does EOQ relate to reorder points?

EOQ tells you how much to order; the reorder point tells you when. You typically pair EOQ with a reorder point based on lead time and safety stock so you reorder the EOQ quantity before you run out.

Turn quote requests into paid orders

ShopQuotes is a free-to-start Shopify app for branded, checkout-ready quotes.