I will build an excel inventory reorder and purchase planning spreadsheet
About this Gig
Stockouts lose sales. Overstock ties up cash. I will build you a clear Excel reorder planner that tells you what to order, how much, and when.
Why me: 10 years in materials planning, purchasing and inventory control at global automotive, electronics and battery manufacturers. I use the same planning logic professional supply chain teams use, made simple for small businesses.
What you get:
- Sales-based demand forecast for each SKU
- Safety stock and reorder point that include supplier lead time
- Suggested order quantity, with MOQ and case-pack rounding
- Stock status flags: reorder now, OK, overstock, dead stock
- A one-page dashboard: stock value, items at risk, cash tied up in slow movers
- Works with exports from Shopify, Amazon, WooCommerce, QuickBooks or any system that exports CSV
Premium adds an open purchase order tracker and one-click refresh with Power Query, so you just paste a new export each week.
No macros needed unless you want them. Every formula is visible, so you stay in control.
All communication is in writing. Message me before ordering to confirm the best package.
Platform:
Excel
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Google Sheets
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VBA
Development technology:
VBA
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Power Query
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Excel
Expertise:
Pivot tables
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Formulas
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Dashboard
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Power Query
•
Modeling
FAQ
Does it work with Google Sheets?
The Basic and Standard sheets can work in Google Sheets. The Premium version uses Power Query, which needs Excel for Windows or Mac.
What data do you need from me?
A sales export (last 6 to 12 months), a current inventory export, and supplier lead times. If you are not sure how to export them, I will guide you.

