Sheets
5
Master data and transactions separated
Wholesale Excel template
Download the purchase planning template for free. Keep purchase quantities, due dates, and purchase timing in one workbook.
A free Excel template for purchase quantities, lead times, supplier coordination, and incoming goods tracking. The same page also shows a web-screen version of the workflow.
Free download
Purchase quantity
Due date
Purchase schedule
Workflow
Visible
Purchase timing visibility
Input
Flexible
Flexible to run
Input example
Align the purchase assumptions first
Align product count, average lead time, supplier count, and monthly order frequency first, and the purchase flow becomes much more stable.
Product count
120 SKUs
Average lead time
7 days
Suppliers
6 vendors
Orders per month
12
Free download
See what is inside the Excel version first
A free Excel template that brings together purchase quantities, due dates, supplier timing, and incoming goods tracking. After downloading, start by organizing the product master.
File
wholesale_purchase_planning_template_en.xlsx
Sheets
5 sheets
Purpose
Purchase quantities, due dates, purchase timing
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.
Start with the product master.
How Excel is used
What purchase planning looks like in Excel
When the product master, purchase checks, order placement, and receipt confirmation are kept separate, it becomes much easier to keep purchase and inventory data consistent.
Step 1
Product master
Set the product name, unit, lot, and reorder point first so everyone uses the same baseline.
Step 2
Purchase review
Record purchase checks separately so quantity changes remain traceable.
Step 3
Order placement
Compare the physical count with the book count when placing orders to catch gaps early.
Step 4
Receipt confirmation
Keep planned and actual receipts together so delays can be judged quickly.
Excel to screen mapping
Which Excel columns turn into which screens?
When you carry the purchase data model directly into screen design, the workflow becomes easy to use for both field and office teams.
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 the number of products, number of sites, lot tracking needs, and purchase rules, we can outline the estimate.
Can we use it with our current stock sheet?
Yes. You can keep the existing spreadsheet and move only the purchase list or alerts online first.
Is it suitable for mobile use?
Yes. It is designed with field updates in mind, so mobile viewing and data entry are both part of the concept.
Consultation
We can help you sort out which parts should stay in Excel and which parts should move into a web system, based on product count, purchase frequency, lead times, supplier rules, and sharing needs. We can also tune the columns to match your current stock sheet.
We can adjust the columns to match your operation.