Inventory & Reorder Planning
Turn a stock movement table into an exception report. Reconcile opening, receipts, issues and closing stock before recommending replenishment.
Intermediate · 45–60 min
Objectives
- Reconcile stock movement
- Flag low-stock exceptions
- Build a category summary
- State replenishment assumptions
Project dataset
| Row | A: SKU | B: Category | C: Opening | D: Receipts | E: Issued | F: Reorder level | G: Closing |
|---|---|---|---|---|---|---|---|
| 2 | S001 | Hardware | 40 | 20 | 45 | 20 | 15 |
| 3 | S002 | Hardware | 80 | 20 | 40 | 30 | 60 |
| 4 | S003 | Office | 25 | 10 | 25 | 15 | 10 |
| 5 | S004 | Office | 100 | 20 | 60 | 25 | 60 |
| 6 | S005 | Safety | 20 | 5 | 20 | 10 | 5 |
| 7 | S006 | Safety | 60 | 10 | 30 | 20 | 40 |
| 8 | S007 | Hardware | 50 | 20 | 20 | 25 | 50 |
| 9 | S008 | Office | 60 | 10 | 30 | 20 | 40 |
Guided checkpoints
Reconcile closing stock
In G2, calculate Opening + Receipts − Issued.
Reconcile closing stock
Flag reorder needs
In H2, return Reorder when Closing is below Reorder level, otherwise OK.
Flag reorder needs
Count exceptions
After filling H2:H9, count Reorder flags.
Count exceptions
Validate the exception count
How many guided rows are below the reorder level?
Validate the exception count
State the limit
Is Closing below a threshold proof of the exact quantity to purchase? Enter Yes or No.
State the limit
Download sample project .xlsx · All portfolio projects
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