Logistics Planning - Stock Control - Simple

Download and customize a free Logistics Planning Stock Control Simple Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.

Item ID	Item Description	Unit of Measure	Current Stock	Reorder Level	Available for Allocation	Status
ITM001	Standard Packaging Box (Large)	PCS	1,250	500	875	In Stock
ITM002	Shipping Label Pack (100 sheets)	PACK	350	200	295	Low Stock
ITM003	Palet Wrap Film (Roll, 15m)	ROLL	78	100	52	Critical
ITM004	Sticky Tape (19mm x 50m)	ROLL	625	300	475	In Stock
ITM005	Protective Foam Inserts (Set of 4)	SET	120	80	95	Low Stock

Simple Excel Template for Logistics Planning & Stock Control

This simple, user-friendly Excel template is designed specifically for logistics planning and stock control, offering a streamlined approach to manage inventory efficiently without the complexity of advanced systems. Built with clarity and functionality in mind, this template supports small to mid-sized businesses or teams needing reliable, low-overhead inventory tracking that integrates seamlessly into daily logistics operations.

Sheet Structure

The template consists of three core sheets:

Inventory Master: Central database for all stock items.
Stock Movements: Log of all incoming and outgoing inventory transactions.
Dashboard & Summary: Visual overview and key performance indicators (KPIs) for logistics planning.

Sheet 1: Inventory Master – Stock Control Foundation

This sheet serves as the central repository for all products, materials, or goods in stock. It is structured with clean columns to support accurate tracking and quick updates.

(Automatically filled)

Column	Data Type	Description
Item ID (Auto-generated)	Text/Number (Auto-increment)	Unique identifier assigned automatically. Use a formula like =CONCATENATE("ITM", ROW()-1) for simple numbering.
Item Name	Text	Description of the product or material (e.g., "Cable - HDMI 2.0").
Category	List (Drop-down)	Possible values: Raw Materials, Packaging, Finished Goods, Consumables.
Unit of Measure (UoM)	List (Drop-down)	Choose: Each, Kg, Liters, Meters.
Current Stock Level	Number	Real-time count of available units. Updated via formulas from the Stock Movements sheet.
Reorder Point	Number	The stock level at which a new order should be placed to avoid shortage.
Lead Time (Days)	Number (Days until delivery after order)
Last Updated	Date	Auto-updated timestamp via formula =TODAY().
Status (Conditional)	Text (Conditional)

Sheet 2: Stock Movements – Logistics Planning Log

This sheet records all inflows and outflows of inventory. It supports logistics planning by enabling accurate forecasting and order management.

(Linked from Inventory Master)
(Inbound, Outbound, Adjustment)
(+ for stock in, - for stock out)
(e.g., Supplier XYZ, Warehouse A, Customer Order #123)
(PO#, Shipment ID, etc.)

Column	Data Type	Description
Transaction ID	Text (Auto)	Unique transaction number like "TRX2024-001". Use =CONCATENATE("TRX", YEAR(TODAY()), "-", TEXT(ROW()-1, "000"))
Date	Date	When the transaction occurred (use data validation to restrict to valid dates).
Item ID	Text/Number (Dropdown)
Type	List (Dropdown)
Quantity	Number (Positive/Negative)
Source/Destination	Text
Reference No.	Text (Optional)

Formulas Required

In the Inventory Master sheet:

=SUMIF(StockMovements!C:C, InventoryMaster!A2, StockMovements!E:E): Calculates total current stock by summing all movements for a given Item ID.
=IF(CurrentStockLevel <= ReorderPoint, "Low Stock", IF(CurrentStockLevel < (ReorderPoint + 5), "Approaching Reorder", "Normal")): Updates status dynamically based on stock levels.

In the Dashboard & Summary sheet:

=COUNTA(InventoryMaster!A2:A100): Total number of unique items.
=SUMIF(InventoryMaster!F:F, "<=", 5): Counts items below reorder point (highlighted in red).
=COUNTIFS(StockMovements!D:D, "Inbound", StockMovements!B:B, ">="&TODAY()-30): Tracks new stock received in the last 30 days.

Conditional Formatting

Low Stock Items: Apply red fill with white text to any row where Current Stock Level is less than Reorder Point.
Approaching Reorder Level: Use yellow background for items between 0 and 5 units above the reorder point.
Stock Movement Dates: Highlight transactions from the last week in blue to identify recent activity.
Outbound Movements: Format negative quantities (outbound) with red text and bold font.

Instructions for the User

To use this Excel template effectively:

Update Inventory Master: Add new products by entering details in the first empty row. Item ID will auto-generate.
Log Transactions: On the Stock Movements sheet, record every receipt (inbound), dispatch (outbound), or adjustment. Use consistent naming for items to prevent errors.
Review Dashboard Daily: Check for low stock warnings and recent activity summaries. Reorder when items are flagged.
Update Reorder Points: Adjust reorder points based on historical usage and lead time data—e.g., add buffer for slow suppliers.
Backup Regularly: Save a copy before major updates to avoid data loss.

Example Rows (Inventory Master)

Item ID	Item Name	Category	UoM	Current Stock Level	Reorder Point
ITM101	Cable - HDMI 2.0 (2m)	Packaging	Meters	45.6	30.0
ITM102	Cardboard Boxes (Small)

Recommended Charts & Dashboards

The Dashboard sheet should include:

Bar Chart: Stock Levels by Category: Shows which categories are overstocked or understocked.
Pie Chart: Distribution of Items in Stock: Visualizes proportion of different item types.
Line Graph: Monthly Inventory Turnover (Last 6 months): Tracks how fast stock is being used and reordered.
Table: Top 5 Items by Quantity on Hand: Quick snapshot for warehouse managers.

This simple yet powerful template ensures effective logistics planning and stock control, allowing users to reduce excess inventory, avoid stockouts, and make data-driven decisions—all with minimal effort and maximum clarity.

⬇️ Download as Excel ✏️ Edit online as Excel

Create your own Excel template with our GoGPT AI prompt:

GoGPT