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YOUR WORKBOOK, STEP BY STEP

Stock & Reorder Planner

Alex, your spreadsheet guide

Follow the screens at your own pace. Replace fictional examples with your own information.

Visual and written guide available below. Recorded narration is being prepared.

Stock & Reorder Planner example screen for List your products
STEP 1 OF 5

List your products

Hi, I'm Alex. Save your own copy, then open Stock register. Replace the examples and enter each SKU once, with its product name and supplier. The register covers one hundred SKUs.

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Stock & Reorder Planner example screen for Enter stock and demand
STEP 2 OF 5

Enter stock and demand

Enter stock on hand, committed quantity and quantity already on order. Add average daily demand, supplier lead days, safety quantity and your chosen cover days. Enter unit cost in column P.

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Stock & Reorder Planner example screen for Read the suggested order
STEP 3 OF 5

Read the suggested order

Available stock is on hand, less committed stock, plus stock on order. The suggested order covers lead time, cover days and safety stock when the reorder point is reached.

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Stock & Reorder Planner example screen for Resolve warnings
STEP 4 OF 5

Resolve warnings

Review the Action column for missing inputs, duplicate SKUs or negative stock. Enter valid zero values where appropriate. Leave the calculated columns K to O intact.

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Stock & Reorder Planner example screen for Review before ordering
STEP 5 OF 5

Review before ordering

Open Stock dashboard to see stock value, SKUs to reorder and suggested order cost. Check supplier minimums and delivery timing before ordering. This is a stock snapshot, so update quantities manually as stock changes.

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These instructions cover the workbook version shown. Check the product listing for included formats. Google Sheets import and feature compatibility have not been independently verified for these versions.

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