S&OP templates for a practical monthly planning cycle.
Align demand, supply, inventory, capacity, and cash tradeoffs in a monthly cross-functional planning review. The seven-sheet workbook uses dated ERP/WMS exports; it does not connect to live systems.
Explore the S&OP templateA monthly cross-functional rhythm
From source refresh to a recorded consensus.
- 01
Refresh dated ERP and WMS snapshots.
Start the monthly cycle with exported source data. Record the source grain, units, snapshot date, and owner in the ERP/WMS map.
- 02
Build unconstrained demand and commercial adjustments.
Prepare the demand view from a baseline and commercial adjustment before reconciling it against supply constraints.
- 03
Reconcile supply, lead times, order quantities, and capacity.
Review open supply, lead times, minimum order quantities, order multiples, planned receipts, release timing, and available capacity.
- 04
Review inventory, cash tradeoffs, and exceptions.
Consider projected inventory, inventory value, planned receipt cash exposure, and capacity or safety-stock exceptions.
- 05
Record the consensus decision, owner, and due date.
Capture the consensus demand, chosen action, decision, accountable owner, and due date in the review handoff.
Offline ERP/WMS handoff
Work from exports, not a live system connection.
Refresh your ERP and WMS snapshots for each monthly cycle and record their dates. This Excel workbook is an offline planning handoff; it does not connect to live ERP or WMS systems.
S&OP workbook
Review the workbook details and preview.
The template page covers the workbook sheets, planning inputs, review outputs, preview, and available purchase path.