Implementation-ready Excel workbook

Inventory decisions with the assumptions in view.

A practical workbook for turning demand, service-level, lead-time, and inventory inputs into explainable safety stock, reorder point, target stock, and replenishment decisions.

Purchase the Excel template See the preview

Start Here

Inputs

Optimization

ERP / WMS map

Lists

Workbook logic / example row

From inputs to an order signal.

SKUKST-100Service level95%Lead time14 daysProjected availability650.0 units

Action priority

Order now

The logic keeps the target, shortfall, MOQ, and order multiple visible.

01 / Inputs

Load the assumptions your team can explain.

Every yellow field has a unit and a likely source-system owner. The workbook does not hide the choices behind a black box.

Field	Unit / format	Typical source
SKU	Identifier	ERP item master
Description	Text	ERP item master
Supplier	Text	ERP item master
Annual demand	Units/year	ERP demand history or plan
Daily demand standard deviation	Units/day	Demand history or planning model
Lead time	Days	ERP supplier/item master
Review period	Days	Planning policy
Service level	Decimal, e.g. 0.95	Planning policy
Unit cost	Currency/unit	ERP item master
On hand	Units	WMS inventory snapshot
Allocated	Units	WMS allocation status
On order	Units	ERP open purchase orders
Backorders	Units	ERP order management
Minimum order quantity	Units/order	ERP supplier/item master
Order multiple	Units/order	ERP supplier/item master

02 / Outputs

Make the recommendation auditable.

The formulas translate the loaded assumptions into a shared review surface. They are a planning starting point, not a claim of forecast accuracy.

Output	Formula assumption	Example
Safety stock	Z(service level) × daily demand standard deviation × √lead time	73.9 units
Reorder point	Lead-time demand + safety stock	1,473.9 units
Target stock	Lead-time demand + review-period demand + safety stock	2,173.9 units
Projected availability	Available inventory + on order − backorders	650.0 units
Recommended order quantity	Shortfall rounded up to order multiple, not below MOQ	1,550 units
Days of supply	Projected available inventory ÷ average daily demand	6.5 days
Projected inventory value	Projected available inventory × unit cost	$8,125.00
Action priority	Order now, plan replenishment, or monitor based on thresholds	Order now

Setup checklist

Make the first planning review easier to run.

Confirm these four decisions before loading your workbook inputs. The guidance stays visible for every visitor; signed-in customers can save their progress.

Progress not saved

Planning cadenceEstablish the recurring review rhythm and snapshot timing.

UnitsNormalize quantities and timing to a clearly agreed planning unit.

LocationsConfirm the inventory, demand, and network locations in scope.

OwnersAssign ERP/WMS extract and exception-decision owners.

Loading your saved progress…

03 / ERP + WMS handoff

Useful before the first planning review.

The template is deliberately offline and transparent. Use these notes to make the extract and the review rhythm more reliable.

Prepare one clean extract

Bring item, demand, supplier, open-order, and inventory extracts together on the same SKU key before loading Inputs.

Make ownership explicit

ERP commonly owns item, supplier, cost, lead time, and open-order fields; WMS commonly owns on-hand and allocation snapshots.

Normalize units and timing

Convert all quantities to one planning unit, record the snapshot timestamp, and confirm calendar versus working-day lead times.

Review exceptions together

Use PO due dates, locations, status, blocked stock, and backorders to explain exceptions before releasing a decision.

Important: this workbook is a planning starting point, not a live ERP/WMS integration. Refresh the extracts and review exceptions each planning cycle.

Planning reference

Related glossary terms

04 / Preview

A small example of the two working sheets.

Illustrative values — replace with your own data

Workbook sheet · Inputs

Inputs example

Illustrative values

The real workbook includes all 15 editable fields; this compact view keeps the preview readable.

SKU	Annual demand	Daily demand σ	Lead time	Review period	Service level	Unit cost	On hand	Allocated	On order	Backorders	MOQ	Order multiple
KST-100	36,500	12	14	7	95%	$12.50	420	50	300	20	100	50

SKU: KST-100
Annual demand: 36,500
Daily demand σ: 12
Lead time: 14
Review period: 7
Service level: 95%
Unit cost: $12.50
On hand: 420
Allocated: 50
On order: 300
Backorders: 20
MOQ: 100
Order multiple: 50

Workbook sheet · Optimization

Optimization example

Illustrative values

Outputs use the same labels and formulas as the downloadable Optimization sheet.

SKU	Avg daily demand	Lead-time demand	Safety stock	Reorder point	Target stock	Available inventory	Projected available	Recommended order	Days of supply	Projected value	Priority
KST-100	100.0	1,400.0	73.9	1,473.9	2,173.9	370.0	650.0	1,550	6.5	$8,125.00	Order now

SKU: KST-100
Avg daily demand: 100.0
Lead-time demand: 1,400.0
Safety stock: 73.9
Reorder point: 1,473.9
Target stock: 2,173.9
Available inventory: 370.0
Projected available: 650.0
Recommended order: 1,550
Days of supply: 6.5
Projected value: $8,125.00
Priority: Order now

Workbook release

Current version 1.0.0

Released September 29, 2026

Current

Changelog

v1.0.0
September 29, 2026
- Initial release.

Workbook file: kernstitch-inventory-optimization-template.xlsx

Request this template

Choose your next step.

Tell us where to send the right follow-up. A download request continues to the existing paid workbook offers; it does not unlock a free file.

Selected template: Inventory Optimization

Kernstitch · Inventory planning template

Review inputs Talk to Kernstitch Excel format

Customer workspace

Comments

Keep notes with your saved template. Only you can see this thread.

Loading comments…