Logistics Planning - Stock Control - Planning View

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Logistics Planning - Stock Control - Planning View

Item ID	Item Name	Description	Current Stock Level	Safety Stock Level	Reorder Point	Lead Time (Days)	Forecast Demand (Weekly)	Planned Order Quantity
ITM001	Metal Fasteners	Stainless steel screws, 6mm length	1250	300	450	7	250 units/week	1100 units (Next order)
ITM002	Packaging Foam Sheets	Eco-friendly foam, 5mm thickness	875	200	350	14	180 units/week	950 units (Next order)
ITM003	Cargo Straps (Heavy Duty)	2m polyester straps, 1.5kN strength	620	150	275	10	90 units/week	780 units (Next order)
ITM004	Bulk Storage Pallets	Standard wooden pallet, 120x100 cm	450	125	225	21	85 units/week	630 units (Next order)

This table is a planning view for logistics stock control. Update reorder points and order quantities based on forecast accuracy and supply chain lead times.

Excel Template for Logistics Planning – Stock Control (Planning View)

Overview: This Excel template is specifically designed for advanced logistics planning within supply chain operations, with a dedicated focus on real-time stock control and forward-looking inventory visibility. The "Planning View" style enables strategic decision-making by visualizing current inventory levels, upcoming demand forecasts, reorder points, lead times, and safety stock requirements—all in an integrated format optimized for warehouse managers, supply planners, and logistics coordinators.

Sheet Names

1. Inventory Overview: Central dashboard showing total stock levels by product category, reorder status, and current availability.
2. Stock Control Details: The core table for managing individual SKUs with comprehensive tracking fields.
3. Demand Forecast (Planned): Forward-looking demand estimates by week/month based on historical trends and sales projections.
4. Purchase & Replenishment Plan: Actionable plan for ordering, including PO status, expected arrival dates, and supplier details.
5. Dashboard & KPIs: Interactive charts and performance indicators (e.g., stock turnover ratio, fill rate).

Table Structures and Column Definitions (Stock Control Details Sheet)

Column	Data Type	Description & Purpose
`SKU ID`	Text/Number (Unique)	Unique identifier for each product. Must be consistent across all sheets.
`Product Name`	Text	Name of the item (e.g., "Wireless Headphones Pro").
`Category`	Text (Dropdown)	Categorize items (e.g., Electronics, Apparel, Tools). Enables filtering and reporting.
`Current Stock Level`	Number (Integer)	Real-time or periodic count of available units in warehouse.
`Safety Stock Level`	Number (Integer)	Minimum threshold stock to prevent stockouts due to demand spikes or supply delays.
`Reorder Point (ROP)`	Number (Integer)	Determined as: Safety Stock + (Average Weekly Demand × Lead Time in Weeks).
`Lead Time (Days)`	Number	Supplier delivery time from order placement to receipt.
`Avg Weekly Demand`	Number (Float)	Average units demanded per week over the last 12 weeks. Derived from sales data.
`EOQ (Economic Order Quantity)`	Number	Optimal order size that minimizes total inventory costs. Calculated using formula: √(2 × D × S / H).
`Status (Stock Health)`	Text (Conditional)	Auto-populated status: "In Stock", "Low Stock", "Critical", or "Overstocked".

Formulas Required

The template leverages dynamic formulas to ensure accurate and automated logistics planning. Key formulas include:

=IF(Current Stock Level <= Reorder Point, "Reorder Needed", "OK") – Highlights inventory status.
=Safety Stock + (Avg Weekly Demand * (Lead Time / 7)) – Calculates Reorder Point in weeks.
=SQRT((2 * Avg Weekly Demand * 52) / Holding Cost per Unit) – Computes EOQ assuming annual demand and holding cost.
=COUNTIF(Status_Column, "Low Stock") – Counts SKUs needing immediate attention.

All formulas are designed to update automatically when new data is entered in the master dataset. Data validation is applied to dropdowns and number fields to reduce input errors.

Conditional Formatting Rules

Low Stock Warning: If Current Stock ≤ Reorder Point → Highlight cell red.
Critical Stock Alert: If Current Stock ≤ Safety Stock → Highlight in dark red and bold text.
Overstocked Items: If Current Stock > 2 × EOQ → Highlight in orange with a warning icon.
Status Column: Color-code by status: Green (In Stock), Yellow (Low), Red (Critical).

Instructions for the User

Open the Excel template and enable editing to unlock formulas and formatting.
Begin by populating the "Stock Control Details" sheet with all relevant SKUs, including current stock, lead times, and average demand (from sales reports).
Ensure that safety stock levels are set based on historical variability and business risk tolerance.
The "Demand Forecast (Planned)" sheet should be updated monthly using sales forecasts from the marketing or finance teams. These values feed into the Reorder Point and EOQ calculations.
Review the "Purchase & Replenishment Plan" to generate purchase orders. Use filters to view only items with status "Reorder Needed".
Update inventory counts quarterly or after each cycle count, then refresh all formulas.
Use the dashboard (Sheet 5) for executive summaries and KPI tracking. Customize charts by adjusting date ranges or filters.

Example Rows

SKU ID	Product Name	Category	Current Stock Level	Safety Stock Level	Reorder Point (ROP)
P00123A	Laptop X45 Pro	Electronics	12	8	16 (Critical)
P00789B	Magnetic Phone Mount	Accessories	45	15	24 (Low Stock)
P00367C	Wireless Earbuds V2	Electronics	180	25	48 (In Stock)

Recommended Charts and Dashboards (Sheet 5)

Inventory Health Heatmap: Visualizes stock status by category using color-coded cells.
Stock Turnover Ratio Chart: Line graph showing monthly turnover rates for top 10 products.
Reorder Alert Bar Chart: Displays count of SKUs in "Low" or "Critical" status per category.
Forecast vs. Actual Demand Plot: Compares planned demand with actual sales (from historical data).

This Excel template is a comprehensive tool for logistics planning and stock control, designed to transform raw inventory data into strategic insights. By combining real-time visibility, predictive analytics, and automated workflows within a clean "Planning View" interface, it empowers supply chain teams to maintain optimal stock levels while minimizing carrying costs and avoiding stockouts.

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