Implementation-ready Excel workbook

Turn supply constraints into a plan your team can release.

A practical workbook for loading demand, inventory, open supply, lead times, and capacity—then making receipt, release, and exception decisions visible.

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Inputs
Supply Plan
Capacity
ERP / WMS map
Lists

Workbook logic / illustrative row

From supply inputs to a release signal.
SKU / locationKST-101 · US-East DCAvailable supply720 unitsPlanned receipt1,000 unitsRelease period2026-08

Capacity exception

Over capacity

Utilization is 135% in this illustrative row.

01 / Required inputs

Load the constraints your team can explain.

Required fields establish the supply row and capacity context. The optional snapshot note preserves provenance without pretending to be a live system connection.

FieldRequired?Unit / formatLikely source
SKU
Required
IdentifierERP item master
Description
Required
TextERP item master
Location
Required
Site / warehouse keyERP plant or WMS location master
Planning period
Required
YYYY-MMPlanning calendar
Demand / requirement
Required
Units / periodDemand plan or customer orders
Opening inventory
Required
UnitsWMS inventory snapshot
Safety stock
Required
UnitsPlanning policy or inventory plan
Open supply
Required
Units due in periodERP purchase or production orders
Lead time
Required
PeriodsERP item / supplier master
Minimum order quantity
Required
Units / orderERP supplier / item master
Order multiple
Required
Units / orderERP supplier / item master
Resource / work center
Required
Resource keyERP routing or WMS work-center master
Period capacity
Required
Units / periodERP capacity calendar or WMS labor plan
Source system / snapshot
Optional
System + dateExtract control note

02 / Outputs and formulas

Make the recommendation auditable.

The workbook shows how available supply, requirements, order policies, due periods, and capacity combine. These are transparent planning signals, not integration or forecast-accuracy claims.

OutputFormula / assumptionExample
Available supplyOpening inventory + open supply720 units
Net requirementMAX(0, demand + safety stock − available supply)930 units
Planned receipt quantityNet requirement rounded up to order multiple, not below MOQ1,000 units
Planned release quantityPlanned receipt quantity released to the source resource1,000 units
Due / release periodPlanning period − lead time periods2026-08
Projected supply after planAvailable supply + planned receipt − demand290 units
Resource utilization(Demand + planned receipt) ÷ period capacity135%
ExceptionOver capacity, net requirement, or noneOver capacity
ActionRelease supply, resolve capacity, or monitorResolve capacity

03 / ERP + WMS compatibility

Useful before the first supply review.

Use the map sheet to document ownership, extract keys, grain, units, and snapshot treatment before loading the working sheets.

ERP supplies the order spine

Use ERP extracts for item master, open purchase or production orders, lead times, MOQ, order multiples, and resource keys.

WMS anchors inventory reality

Use a dated WMS snapshot for opening inventory and location-level availability; document allocation treatment before loading.

Capacity stays explicit

Load a resource-period capacity calendar and review utilization before a planned receipt becomes a release decision.

Normalize the handoff

Keep one item/location/period key, one unit of measure, one source snapshot, and one ownership note across every extract.

Important: keep one item/location/period key, one unit of measure, and one source snapshot across every extract. This is an offline planning starting point, not a live ERP/WMS integration.

04 / Preview

See the working surface before you download.

Illustrative values — replace with your own data
Workbook sheet · Inputs
Inputs example
Illustrative values

Replace this illustrative row with item, location, demand, inventory, supply, policy, resource, and capacity inputs from your own extracts.

SKU
KST-101
Location
US-East DC
Period
2026-10
Demand
1,430 units
Opening inventory
420 units
Open supply
300 units
Lead time
2 periods
Resource
Assembly line A
Workbook sheet · Supply Plan
Supply plan example
Illustrative values

Receipt and release quantities are policy-driven; capacity stays visible beside the recommendation so an exception can be discussed before release.

Available supply
720 units
Net requirement
930 units
Planned receipt
1,000 units
Planned release
1,000 units
Due / release period
2026-08
Projected supply
290 units
Utilization
135%
Exception
Over capacity
Action
Resolve capacity

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Kernstitch · Supply planning template
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