← Back to Planning ToolsHome
INVENTORY & PURCHASE PLANNING

Turn future demand into smarter purchase decisions.

A forward-looking Excel planning tool that connects forecast, current inventory, open supply, lead time and target coverage to show what to buy, when to buy it and where service risk is building.

Explore Planning Logic Demo

Demand-driven purchase planning — not a static reorder-point trigger.

The planner uses the latest forward demand plan as the reference. Each week's target inventory moves with future demand, while existing inventory and open purchase orders are projected against that target.

Forecast→Inventory Projection→Target Coverage→Suggested PO→Buyer Approval→Dynamic Replanning

As demand, supply or the buyer's decision changes, future purchase requirements change with it. The objective is to protect service without blindly building inventory.

Automate the calculation. Keep the decision with the planner.

The engine recommends what is needed and when. The buyer can confirm, reduce, increase, move or consolidate orders according to operational reality.

PRODUCT PROOF · REAL EXCEL OUTPUT

The buyer sees the recommendation — and keeps control of the final PO.

The screenshots below are cropped directly from the actual commercial Excel product. No recreated interface is used as product proof.

Real ORD_Plan sheet

ORD_Plan — Suggested → Buyer Decision → Final

The original recommendation remains visible while the buyer enters the quantity to approve. Once approved, the final quantity becomes the working plan and the downstream projection recalculates.

THE LOGIC BEHIND THE NUMBER

See the weekly calculation behind every recommendation.

DETAIL_Grid exposes the planning logic SKU by SKU, week by week.

Real DETAIL_Grid sheet cropped to four SKUs

DETAIL_Grid — weekly demand, inventory, target and order timing

For each SKU, the grid shows future demand, scheduled supply, target inventory, projected inventory, planned receipts and the release timing generated from lead time. It also makes the frozen zone visible: when a shortage sits inside lead time, a new PO is already too late and the action shifts to expediting or allocation.

DASHBOARD · WEEKLY ACTION & FOLLOW-UP

Turn the plan into a focused weekly review.

The planning engine generates the recommendation. The dashboard helps teams prioritize risk, understand what changed and focus on the SKUs that require action.

Inventory and Purchase Planning priorities dashboard

Priorities Dashboard

Highlights the most relevant issues by severity, value, responsible area and suggested action—turning the weekly review into a clear action agenda.

Inventory and Purchase Planning SKU detail dashboard

SKU Detail Dashboard

Drills into the item-level signal with projected inventory, target coverage, scheduled and planned receipts, purchase timing and open-order context.

EXCEPTION MANAGEMENT

Focus attention where action is actually required.

The companion dashboard turns the plan into a weekly review by exception.

Stockout Risk

Projected inventory falls below zero inside lead time. Expedite, use partial shipments or allocate available stock.

Order Now

A purchase recommendation is due for release in the current week.

Below Target

Forward coverage is below policy, but no order is due this week. Review lead time, MOQ or next release date.

Excess

Coverage is materially above target. Review future buys, demand assumptions, reallocation or promotion options.

What Changed

Compare this week's run with the previous one and separate demand, supply and actual-start drivers.

Supplier Review

Track open POs, delayed ETAs, past-due orders, status setbacks and purchase value by supplier.

WORKS WITH YOUR FORECAST

You do not need the MGV76 Forecasting Toolkit.

The planner accepts any forward-looking monthly forecast, budget or sales plan. If your forecast is arranged as SKUs in rows and months in columns, the included Forecast_Converter.xlsx transforms it into the planner format.

If you already use the MGV76 Demand Planning Kit, its export can be pasted directly into the planner.

Product / demo disclosure: the commercial planning product is delivered primarily in Microsoft Excel, plus the included operational dashboard file. The browser demo on this website uses sample data only and demonstrates planning logic; it is not a visual replica of the final Excel product.

Integrated, but not dependent.

Demand Planning and Inventory & Purchase Planning work together, but each product can be used independently.

WHAT'S INCLUDED

One complete Inventory & Purchase Planning package.

Inventory_Order_Planner.xlsxMain Excel planning engine.
Inventory_Order_Planner_Example.xlsx20 sample SKUs to learn the workflow.
Forecast_Converter.xlsxConverts a standard monthly forecast into planner format.
Inventory_Order_Dashboard.htmlWeekly S&OP / exception-management dashboard.
User Guide PDFBilingual operating guide and calculation logic.
READMEPackage contents, setup notes and weekly operating rule.
FULL KIT
$59.99
USD · one-time purchase

Inventory & Purchase Planning

Forward inventory planning, suggested purchase orders, buyer approval, dynamic replanning and exception dashboard.

Buy Now

One-time payment securely processed by Lemon Squeezy.

SCOPE

Designed for practical SKU-level planning.

Up to 500 SKUs

With up to 50 suppliers and 2,000 open purchase orders.

26-week horizon

Forward weekly inventory and purchasing plan using a 12-month forecast.

SKU policy

Target WOS, lead time, MOQ and order multiple can be defined by SKU.

Consolidated inventory

Multiple locations for the same SKU are added into one consolidated position.

Not MRP

The product does not include BOM explosion, multi-level MRP or plant-capacity constraints.

Planner-controlled

The calculation supports the decision. The buyer remains responsible for the final purchase action.

← Back to Planning ToolsHome