Logistics Planning - Stock Control - Summary View
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Logistics Planning - Stock Control Summary View
| Item ID | Item Name | Category | Total Stock (Units) | On Order (Units) | In Transit (Units) Available Stock | Reorder Level | Status |
|---|---|---|---|---|---|---|---|
| ITM-001 | 200 | 75 | 175 | 300 | Low Stock - Action Required | ||
| 280 | 120 | 45 | 115 | Low Stock - Action Required | |||
| 950 | 50 | 25 | 875 | In Stock - Optimal | |||
| 1560 | 300 | 89 | 1171 | In Stock - Optimal | |||
| 2400 | 650 | 128 | 1622 | Low Stock - Action Required |
Excel Template for Logistics Planning – Stock Control – Summary View
This comprehensive Excel template is specifically designed for Logistics Planning teams responsible for managing inventory efficiently through a centralized Stock Control system. Featuring a streamlined Summary View, this template provides real-time visibility into stock levels, reorder points, lead times, and demand forecasts across multiple warehouses or product categories. Designed with precision and usability in mind, it supports data-driven decision-making to minimize overstocking and stockouts while optimizing logistics operations.
Sheet Names
- 1. Summary Dashboard: The central hub displaying KPIs, alerts, and visualizations.
- 2. Inventory Master: A detailed table of all stocked items with descriptions, categories, suppliers, and stock locations.
- 3. Stock Movement Log: Historical records of incoming (receipts) and outgoing (dispatches) stock transactions.
- 4. Reorder & Forecast: Analytical sheet for calculating reorder points, safety stock, and demand forecasts.
- 5. Supplier Performance: Tracks supplier delivery times, accuracy, and quality ratings.
Table Structures and Columns (Data Types)
1. Inventory Master (Sheet: Inventory Master)
This is the core database of all items in stock.
| Column | Data Type | Description |
|---|---|---|
| Item ID | Text/Number (Unique Key) | Unique identifier for each product (e.g., PROD-001). |
| Item Name | Text | Description of the product. |
| Category | <List (Drop-down) | |
| Unit of Measure (UoM) | List (Drop-down) | |
| Current Stock Level | Number (Integer/Decimal) | |
| Reorder Point | Number (Integer) | |
| Safety Stock | Number (Integer) | |
| Average Daily Usage | Number (Decimal) | |
| Lead Time (Days) | Number (Integer) | |
| Last Updated | Date | |
| Status | List (Drop-down) |
2. Stock Movement Log (Sheet: Stock Movement Log)
Records all stock transactions for auditing and forecasting.
| Column | Data Type | Description |
|---|---|---|
| Date | Date | |
| Item ID | Text/Number (Linked to Inventory Master) | |
| Type | List (Drop-down) | |
| Quantity | Number | |
| Reference # | <Text/Number | |
| Location | List (Drop-down) | |
| Notes | <Text |
3. Reorder & Forecast (Sheet: Reorder & Forecast)
Predicts future stock needs and triggers reorder actions.
| Column | Data Type | Description |
|---|---|---|
| Item ID | Text/Number (Linked) | |
| Demand Forecast (Next 30 Days) | Number | |
| Suggested Order Quantity | Formula-based | |
| Recommended Reorder Date | Date Formula | |
| Status Flag | Text/Conditional |
Formulas Required
- Current Stock Level (Summary Dashboard):
=SUMIFS('Inventory Master'!$D:$D, 'Inventory Master'!$A:$A, A2) - Safety Stock Calculation:
=ROUNDUP(Average Daily Usage * Lead Time * 1.5, 0)(using a safety factor of 1.5) - Status Indicator:
=IF(CurrentStock <= ReorderPoint, "Low Stock!", IF(CurrentStock >= MaxStock, "Overstocked", "Optimal")) - Reorder Suggestion:
=IF(C2<R2, ROUNDUP((D2*30)+S1-C1,0), 0)
Conditional Formatting
- Low Stock Alerts: Red fill and bold text when Current Stock ≤ Reorder Point.
- Overstock Warning: Amber background if stock exceeds 150% of average monthly usage.
- Status Flag Colors: Green for “Optimal”, Yellow for “Monitor”, Red for “Order Required”.
User Instructions
- Enter new items in the Inventory Master sheet with accurate UoM, reorder points, and lead times.
- Update stock movements daily via the Stock Movement Log.
- The Summary Dashboard auto-updates with KPIs like Total Stock Value and % of Items Below Reorder Point.
- In the Reorder & Forecast, use the "Suggested Order Quantity" column to generate purchase orders.
- Review supplier performance monthly for delivery accuracy and lead time consistency.
- Use the conditional formatting to instantly identify inventory risks.
Example Rows (Summary View)
| Item ID | Item Name | Current Stock | Reorder Point | Status |
|---|---|---|---|---|
| P-089471 | Screw M5x20 (Pack of 100) | 237 | 350 | Low Stock! |
| F-123456 | Plastic Packaging Tray (Standard) | 891 | 800 | Optimal |
| T-776543 | Metal Cutting Tool Set A2 | 1562 | 1000 | Overstocked (Warning) |
Recommended Charts & Dashboards (Summary Dashboard)
- Pie Chart: Stock Distribution by Category (Raw Materials vs Finished Goods).
- Bar Chart: Current Stock vs Reorder Point per Item (highlighting low-stock items).
- Gantt-style Timeline: Reorder Recommended Dates for priority items.
- KPI Cards: Total Value of Inventory, Number of Low-Stock Items, Average Lead Time.
This Logistics Planning – Stock Control – Summary View Excel template is a dynamic tool that centralizes inventory intelligence. It enhances operational efficiency by aligning real-time data with strategic planning—ensuring seamless supply chain execution across all logistics touchpoints.
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