Supply chain Excel template

Download the Reorder Planning Template for free. Manage demand quantities, stock thresholds, suppliers, and review schedules in one workbook.

A free Excel template that keeps demand quantities, stock thresholds, suppliers, and review schedules in one workbook. The same page also shows the matching web-screen flow.

Free download Purchase quantity Due date Purchase schedule
Sheets
5

Master data and transactions separated

Workflow
Visible

Purchase timing visibility

Input
Flexible

Flexible to run

Input example

Align the reorder conditions first

When demand quantity, stock threshold, supplier count, and review cadence are aligned first, reorder decisions become much more stable.

Owner Ken Suzuki
Company Kanto Demand Planning Co., Ltd.
Location Yokohama, Kanagawa
Review cycle Weekly

Free download

See what is inside the Excel version first

A free Excel template that keeps demand quantities, stock thresholds, review schedules, and supplier checks in one workbook. After downloading, start by aligning the product master.

File

supply_chain_reorder_planning_log_template.xlsx

Sheets
5 sheets
Use
Demand quantities, stock thresholds, review schedules
Align the product master, purchase list, and due dates first to stabilize the process.
Keep purchase checks and purchase timing in the same workbook so monthly differences are easier to review.
Due dates are visible, which helps you act before delays spread.
Download the Excel template

Start by aligning the product master.

How Excel is used

What reorder planning looks like in Excel

Separating demand quantities, stock thresholds, suppliers, and review schedules makes it easier to keep reorder operations aligned.

Step 1

Decide demand quantity

Look at recent performance and seasonality to settle the quantity first.

Step 2

Set thresholds

Define the line where stock starts to trigger replenishment and avoid stockouts.

Step 3

Check suppliers

Align available suppliers and lead times so replenishment does not slip.

Step 4

Keep review dates

Leave the next review date on the sheet so the operation does not drift.

Excel to screen mapping

Which Excel columns turn into which screens?

When the reorder data structure is mirrored directly into the screen design, it becomes easier for both operations and management to use.

Excel element System element Notes
Excel element
Product master
System element
Searchable master list
Notes
Keeps product name, unit, and purchase rules together.
Excel element
Purchase list
System element
Purchase board
Notes
Shows stock on hand, due date, and supplier in one view.
Excel element
Order history
System element
Transaction history
Notes
Tracks the gap between purchase and receipt over time.
Excel element
Due date control
System element
Alert card
Notes
Makes it easier to notice delays early.

Adoption boundary

Where does Excel end and the system begin?

Think about product count, purchase frequency, number of sites, and supplier rules when deciding the split between Excel and web.

Excel is enough

Small purchase operations

If you have a small team and only a modest number of products, Excel can still handle the work well.

  • Few staff involved
  • Small product catalog
  • Low update frequency
Partial systemization

Lighten visibility and alerts first

If you move only the purchase list online first, field updates and reviews become much faster.

  • You want a cleaner purchase list
  • You want to split due-date checks first
  • You want purchase notifications
Full systemization

Build around sites and history

If you need multiple sites, lot tracking, or access separation, you should plan for a system from the start.

  • Multiple sites
  • Lot tracking required
  • Permissions and history required

FAQ

Frequently asked questions

Here are the questions people usually ask before they adopt it.

What do you need for an estimate?

If you can share demand quantity, stock thresholds, suppliers, and review cadence, we can outline the approach.

Can I use it together with my current sheet?

Yes. You can keep the existing sheet and tighten only the parts you need first.

Can I use it on a smartphone?

Yes. It is designed as a review-friendly list for viewing while away from the office.

Consultation

A free Excel template that keeps demand quantities, stock thresholds, suppliers, and review schedules in one workbook. We can also tune the columns to match your current sheet.

We can also tune only the columns you need.