I will create an automated excel inventory management and stock planner system
Cost Accountant, Product Costing, Inventory, Excel and Financial Analysis
About this Gig
Managing inventory in Excel can become difficult when you have many products, changing demand and different supplier lead times. I can build a custom Excel inventory planner that helps you understand what to order, when to order and how much to order.
Depending on your requirements, the system can include:
Current stock and inventory tracking
Reorder level / reorder point calculations
Safety stock calculations
Suggested purchase quantities
Low-stock and reorder alerts
Lead-time based planning
Demand and usage forecasting
Stock replenishment planning
BOM and material requirement planning (MRP)
Overstock and shortage identification
Automated calculations and status indicators
Custom summaries and management reports
I can work with your existing Excel data or build the planner from scratch based on your inventory process.
The workbook will be designed around your actual business requirements rather than using a fixed template. Whether you manage finished products, raw materials, components or a combination of these, the structure can be adjusted accordingly.
If your inventory process is more complex, please message me before ordering. I am happy to understand your requirements
Programming language:
Other
Technology:
Excel
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Google Data Studio
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Power BI
Analysis Type:
Quantitative Analysis
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Statistical Analysis
Expertise:
Business Insights
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Trends
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Forecasting
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Factor analysis
My Portfolio
FAQ
1. Can you customize the inventory planner for my business?
Yes. I can build the Excel planner around your products, inventory process, supplier lead times and reporting requirements rather than using a fixed template.
2. Can you work with my existing Excel inventory file?
Yes. I can review your existing workbook/data and improve or automate it where possible. You can also send a sample before ordering if you are unsure.
3. Can the planner calculate when and how much I should reorder?
Yes. Depending on the package and available data, I can include reorder points, safety stock, lead times, usage/demand and suggested order quantities.
4. Can you include BOM or material requirement planning (MRP)?
Yes. BOM and MRP calculations can be included for businesses that need to plan raw materials or components based on production requirements.
5. Can the Excel file update automatically when I add new data?
Yes. Where suitable, I can use Excel formulas, tables, Power Query and other Excel features to reduce manual work and automate calculations.
6. I have a complex inventory process. Which package should I choose?
Please message me before ordering. You can briefly explain your process or share a sample file, and I can recommend the most suitable package or provide a custom offer.

