Sheets
5
Master data and transactions separated
Wholesale Excel template
Download the reorder planning template for free. Keep reorder points, stock levels, and purchase timing in one workbook.
A free Excel template for reorder points, stock levels, purchase timing, and supplier coordination. The same page also shows a web-screen version of the workflow.
Free download
Reorder point
Safety stock
Purchase plan
Workflow
Visible
Reorder timing visibility
Input
Flexible
Flexible to run
Input example
Align the reorder assumptions first
Align product count, reorder point, average lead time, and supplier count first, and the reorder flow becomes much more stable.
Product count
120 SKUs
Reorder point
50 units
Average lead time
7 days
Suppliers
6 vendors
Free download
See what is inside the Excel version first
A free Excel template that brings together reorder point checks, stock levels, purchase timing, and lead time tracking. After downloading, start by organizing the product master.
File
wholesale_reorder_planning_template_en.xlsx
Sheets
5 sheets
Purpose
Reorder points, purchase timing, lead times
Align the product master, stock list, and reorder points first to stabilize the process.
Keep reorder checks and purchase timing in the same workbook so monthly differences are easier to review.
Reorder points are visible, which helps you act before stock runs out.
Start with the product master.
How Excel is used
What reorder planning looks like in Excel
When the product master, stock checks, reorder points, and purchase timing are kept separate, it becomes much easier to keep 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
Stock review
Record stock checks separately so quantity changes remain traceable.
Step 3
Reorder check
Compare the physical count with the book count during reorder checks to catch differences early.
Step 4
Purchase tracking
Highlight only the products below their reorder point so decisions happen before shortages.
Excel to screen mapping
Which Excel columns turn into which screens?
When you carry the reorder 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 reorder rules together.
Excel element
Reorder list
System element
Current stock table
Notes
Shows stock on hand, reorder point, and supplier in one view.
Excel element
Purchase history
System element
Transaction history
Notes
Tracks the gap between purchase and receipt over time.
Excel element
Reorder point
System element
Alert card
Notes
Makes it easier to fire alerts before stock runs out.
Adoption boundary
Where does Excel end and the system begin?
Think about product count, reorder frequency, number of sites, and supplier rules when deciding the split between Excel and web.
Excel is enough
Small reorder 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 stock list online first, field updates and reviews become much faster.
- You want a cleaner stock list
- You want to split reorder checks first
- You want reorder 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 reorder-point 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 stock 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, reorder 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.