Sheet Names

• 1. Summary Dashboard: Central overview of key performance indicators (KPIs) and visual summaries.
• 2. Inventory Master List: Complete record of all warehouse items, including SKUs, descriptions, locations, quantities, and pricing.
• 3. Reorder Alerts & Planning: Dynamic tracking of low-stock items with automated reorder suggestions based on safety stock levels.
• 4. Stock Movement Log: Historical record of inventory inflows (receipts) and outflows (shipments).
• 5. Warehouse Location Map: Visual representation of storage zones and current item placements.

Table Structures & Columns

1. Inventory Master List (Sheet 2)

2. Reorder Alerts & Planning (Sheet 3)

3. Stock Movement Log (Sheet 4)

Formulas Required

• Reorder Point (Sheet 3, E column): =F2 + (AVERAGEIF('Stock Movement Log'!B:B, A2, 'Stock Movement Log'!E:E) × H2)
• Total Value (Sheet 2, J column): =E2 * I2
• Reorder Recommendation (Sheet 3, F column): =IF(C2 < E2, "Order Now", "OK")
• Current Stock Update (Sheet 4 summary): SUMIFS('Inventory Master List'!E:E, 'Inventory Master List'!A:A, A2) for real-time totals.
• Last Updated Timestamp (Sheet 2, L column): =NOW() with conditional formatting to prevent auto-updates on all entries.

Conditional Formatting

• Stock Level Alerts: Red background if current stock is below safety stock level.
• Reorder Point Indicator: Yellow highlight for items within 10% of reorder point.
• Purchase Recommendations: Green "Order Now" text with bold font to emphasize urgency.
• Date Column (Last Updated): Highlight in blue if updated within the last 7 days; red if over 14 days old.

User Instructions

1. Begin by entering all inventory items in the "Inventory Master List" sheet. Use consistent SKU formats and categorize accurately.
2. Set safety stock levels based on historical demand and lead time variability.
3. Add new stock movements in the "Stock Movement Log" after every receipt or shipment, using accurate dates and transaction IDs.
4. Review the "Reorder Alerts & Planning" sheet weekly to identify items requiring reordering. Use the suggested quantities for procurement.
5. Update location codes in real-time when moving inventory to prevent misplacement.
6. Use the "Summary Dashboard" for daily monitoring of KPIs such as total inventory value, stockout risk count, and turnover rate.

Example Rows (Sample Data)

Recommended Charts & Dashboards

• Inventory Value by Category (Bar Chart): In Summary Dashboard – visualizes capital tied up in different product types.
• Stockout Risk Heatmap: Conditional color-coded table showing items with stock below safety threshold.
• Daily Stock Movement Trends (Line Chart): Displays inflow and outflow volume over time to identify demand patterns.
• Top 10 Fast-Moving Items (Pie Chart): Highlights high-turnover products requiring closer monitoring.

This Logistics Planning Excel template, with its focus on Warehouse Inventory, is engineered for efficiency and accuracy in a Summary View format. It enables quick assessment of critical inventory metrics without navigating through multiple data layers—perfect for strategic decision-making in dynamic warehouse environments.