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Item Planning Template
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Welcome to Toolio's Item Planner!
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This worksheet contains pre-made, user friendly templates for you to monitor and plan your reorder dates and unit amounts.
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Overview of Sheets
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Input Sheets
These are data entry sheets with color coded areas to input sales, inventory and on-order units.
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Item Planner
Your command center to review and understand your key items. There are a few key data cells to be inputed at the top but its otherwise a locked sheet as all the necessary data is seeded from the Inputs sheets.
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*Notes*
Please use the same date to pull sales, inventory and on-order information. This date is inputed at the top of the Item Planner
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*Notes*
Please update and review the Item Planner based on your order cycle (example: cycle is one week, per update and review every week)
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*Notes*
If reorder date is in the past, please order the amount indicated today!
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*Notes*
Our template does not include an input for days out of stock of an item. However, this number sould be included in your demand forecast.
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Instructions
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1. Item Planner
Add or delete item information in the yellow section
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2. Input Sales
Import or fill in sales data in the green section
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3. Input Inventory
Import or fill in inventory data in the green section
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4. Input On Order
Import or fill in On-Order data in the green section
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5. Item Planner
Fill in or review data update date, look back period, order cycle and sales per week forecast in the green sections.
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6. Item Planner
Review order dates and amounts; then place orders with suppliers
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How to Benefit and Leverage
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- Have a centralized source of truth for your business.
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- Never miss a reorder date
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Learn More
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If you have suggestions on these templates and/or want to learn more about how to improve your merchandise planning, reach out to us at hello@toolio.com
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