Supply planning / workbook guide

Supply planning templates for a plan your team can release.

Organize demand, inventory, open supply, lead times, and capacity by item, location, and planning period. Review planned receipts and releases alongside projected supply and exceptions. The workbook uses offline ERP/WMS exports; it does not connect to live systems.

Explore the Supply Planning template

A practical planning view

What teams can plan with the workbook.

Planning inputs by item, location, and period

Bring demand, opening inventory, open supply, lead time, order policies, and resource capacity into a shared planning row.

Planned receipts, releases, and due periods

Use net requirements, minimum order quantities, order multiples, and lead time to review planned receipt quantities, release quantities, and their due periods.

Projected supply, utilization, and exceptions

Review projected supply, resource utilization, and capacity exceptions, then record a release, resolve, or monitor action with normalized ERP/WMS handoff notes for the item/location/period key, unit of measure, and source snapshot. This offline workbook uses extracts and does not connect to live systems.

Use your own ERP and WMS extracts as inputs. This is an offline planning starting point, not a live ERP/WMS integration.

Supply Planning workbook

Review the workbook details and available offer.

Visit the template page for its inputs, outputs, workbook sheets, and purchase details.

Explore the Supply Planning template