Inventory reorder proposal

Purpose

Calculate replenishment proposals from demand history and current supply while exposing the lead-time, safety-stock, and service-level assumptions behind each recommendation.

Scope

Cover inventory master, stock ledger, demand history, open purchase orders, supplier lead-time table, minimum order quantities, safety-stock policy, and warehouse calendar. Excluded: placing purchase orders, changing stock counts, supplier negotiation, and guaranteeing availability.

Data basis

• Inventory fields sku, location, on_hand, allocated, available, reorder_point, safety_stock, and unit_cost.
• Demand fields date, sku, location, quantity, and status.
• Purchase orders with po_id, ordered_qty, due_date, and status.
• Supplier lead time, MOQ, pack-size, and replenishment policy.

Result

Produce a reorder sheet with net available, demand rate, projected stockout date, suggested quantity, order-by date, MOQ adjustment, cost, confidence, and source citations.

The proposal is a decision workpaper rather than a purchase order: each quantity is accompanied by its calculation inputs, inbound assumption, and confidence level. Items blocked by missing parameters remain visible with a reason and no invented quantity.

Quality criteria

• Exclude cancelled demand and distinguish allocated from available units.
• Include open POs only when status and due date make them usable.
• Apply stated demand window, lead time, safety stock, MOQ, and order-cycle rules.
• Flag negative stock, missing lead time, stale demand, and conflicting units.
• Cite inventory, demand, PO, supplier, or policy rows for every proposal.

Instructions

Calculate net available as on-hand minus allocated plus usable inbound. An overdue PO is not received without a receipt row. Use the policy demand window and service target; never invent a safety factor. Round proposed quantity up to MOQ or pack multiple and show unrounded need. Separate data-gap risk from demand-driven stockout risk.

Adapt before use

• Add replenishment policy with service target and demand window.
• Map SKU, location, stock, demand, PO, supplier, and unit fields.
• Define usable inbound statuses and overdue-PO treatment.
• Set planning horizon and proposal-cost currency.