Inventory optimization template for clearer replenishment decisions.
Start with a transparent Excel workbook for safety stock, inventory policy, reorder points, and projected availability — with the assumptions visible to operations, finance, and supply teams.
Workbook logic / example row
- SKU
- KST-100
- Service level
- 95%
- Lead time
- 14 days
- Projected availability
- 650.0 units
Action priority
Order now
The illustrative KST-100 row keeps target, shortfall, MOQ, and order multiple in view.
Illustrative workbook logic — not a live ERP or WMS connection.
01 / Safety stock
Safety stock makes service-level tradeoffs visible.
The template keeps service level, demand variability, and lead time as explicit inputs. That makes the buffer explainable when a team reviews customer promise, working capital, and supplier risk together.
Service level
Set the customer-availability target that safety stock should protect.
Demand variability
Use daily demand standard deviation to make uncertainty visible.
Lead time
Translate supplier timing into a replenishment buffer your team can review.
02 / Inventory policy
Inventory policy turns targets into a reviewable rule.
Reorder point and target stock are useful only when the team can connect them to a review period and the supplier constraints that shape the order. The workbook puts those policy choices next to the formulas they drive.
- Reorder point for the trigger to replenish
- Target stock for the review-period objective
- Review period for the planning cadence
- MOQ and order multiple for supplier constraints
This is planning guidance in an implementation-ready Excel format, not a live ERP or WMS integration.
Review the calculated outputs03 / Rebalancing
Rebalancing starts with projected availability.
On-hand, allocated, on-order, and backorder data show what is available now and what the next replenishment decision needs to cover. The result is a recommended order quantity that can be reviewed before release.
Inspect the illustrative previewOn hand
What is physically available in the snapshot.
Allocated
What is already committed to demand.
On order
What open purchase orders add to future supply.
Backorders
What demand is already waiting for supply.
Workbook output
1,550 units recommended
The example applies shortfall, minimum order quantity, and order multiple logic; it does not claim to execute an automated rebalancing action.
Workbook contents / implementation fit
Five sheets from setup to implementation.
A practical offline handoff for teams that need the logic in view before connecting it to their operating systems.
Start Here
Inputs
Optimization
ERP_WMS_Map
Lists
See the published input and output formulas, the KST-100 example row, and the ERP/WMS handoff notes on the detailed template page.
Open the detailed template