SmartHelping / Inventory Planning / Excel + Google Sheets
Inventory Reorder Planner
Estimate when to reorder each SKU and how much to buy. Use current stock, reserve requirements, average daily sales, lead time, and order multiples to turn inventory inputs into a clear reorder plan.
The template is available to download immediately after purchase. By purchasing, you agree to the Terms of Service.
Video walkthrough & spreadsheet preview
See how the reorder planner works.
One row for each SKU
Start with five inventory inputs.
Each row represents a unique SKU. Enter the stock and purchasing assumptions that drive its reorder calculations.
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Current units on hand
Enter the inventory units available at the end of the day.
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Minimum reserve units
Set the minimum inventory reserve you want to maintain for that SKU.
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Average sales per day
Use average daily unit sales to estimate inventory usage. The template includes logic for calculating this input.
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Lead time
Enter the time required for replenishment to arrive after an order is placed.
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Order multiple
Enter the unit multiple used when placing replenishment orders.
When to order & how much to buy
Review four reorder outputs for each SKU.
The planner uses your inputs to estimate the timing, stock level, and quantity for a reorder.
Estimated reorder date
See the estimated date on which you should place the next order for a SKU.
Reorder inventory level
Identify the inventory level at which a replenishment order should be placed.
Quantity to reorder
Review the calculated number of units to reorder based on the SKU's inputs.
Days until reorder
See how many days remain before an order should be placed, so you can prioritize the items needing attention.
Inventory alerts & review tools
Find the SKUs that need attention.
Use conditional formatting and filters to focus your review on upcoming inventory orders.
Three color alert tiers
Red highlights fewer than 5 days until reorder. Yellow flags upcoming reorders below 30 days, while green indicates more than 30 days remaining.
Whole days and units
The calculations use rounding to present practical day and unit quantities without fractional days or half units.
Excel helper filters
The Excel version includes three helper columns. Filter the relevant column for values of 1 to display SKUs that meet a selected days-to-reorder input.
Google Sheets filter functions
The Google Sheets version includes advanced filter functions to help display the SKUs that meet the reorder timing criteria.
Excel & Google Sheets included
Use the version that fits your workflow.
Instructions are included with the template. To use the Google Sheets version, open the provided link and choose File > Make a Copy to create an editable copy in your own Google Drive. A free Google account is required.
Included in two template bundles
Explore the accounting and inventory collections.
Questions before you start
A few useful details.
What does this template help me plan?
It estimates when to place a reorder, the stock level that triggers the order, the number of units to order, and the days remaining before the order is needed.
What information do I enter for each SKU?
Enter current end-of-day units on hand, minimum reserve units, average daily sales, lead time, and order multiple. Each row represents a unique SKU.
Does it calculate average daily sales?
The template includes logic to help calculate the average sales per day used in the reorder calculations.
Are Excel and Google Sheets versions included?
Yes. Both versions are included. For Google Sheets, open the provided link and select File > Make a Copy using a free Google account.
How do I filter the reorder list in Excel?
Use the three helper columns. Select values of 1 in the relevant column's filter to show SKUs that meet the chosen days-to-reorder input. The Google Sheets version uses advanced filter functions.
Are instructions included?
Yes. Instructions come with the template.
Is this included in a bundle?
Yes. The template is included in both the Accounting Templates for Excel and Inventory bundles.
How do I receive the template?
The template is available to download immediately after the $45 USD one-time purchase. Contact SmartHelping if you have a question before purchasing.
Inventory reordering made clearer
Know when to reorder and how much to buy.
Turn your SKU inputs into reorder dates, quantities, and a prioritized inventory review.
