Log counts, deliveries and sales totals; it works out what to reorder, how many and by when, without letting stock-outs skew the sales rate. Free to download.

Know what to reorder, how many, and by when, worked out from your own stock log. You log counts, deliveries and sales totals; the planner keeps the balance, measures the real sales rate and suggests the order, rounded to your supplier's pack size and minimum.

Who it’s for

Small shops, makers and online sellers with up to 100 products or materials who restock from a handful of suppliers and keep running out of the best sellers, or over-ordering the slow ones.

What it does

• Keeps a running stock balance from a simple log: counts, deliveries, sales totals, customer returns and adjustments. You never retype stock levels
• Works out sales per day from your chosen window (7 to 63 days), leaving out the days an item was out of stock, so a sell-out doesn't make a best seller look slow
• Reorder point per item: sales per day × (lead time + safety days), with lead time taken from the item or its supplier
• Suggested order quantity that covers the days until your next order, rounded up to whole packs and at least the minimum order quantity
• Reorder-by date and an estimated stock-out date for every item
• Statuses at a glance: Out of stock, Order now, Order soon, OK, Overstock, No recent sales, plus clear prompts when a lead time is missing or the log goes below zero
• Purchase orders that tick themselves off: log a delivery with its PO ref and the order shows Part received, Late or Received, and only what's still to come counts as on order
• Reorder List of up to 30 items, earliest reorder-by date first, with stock value, order totals, late orders and excess stock value
• Order value per supplier, checked against each supplier's minimum order
• A Daily Stock sheet that shows the workings: closing stock for each of the last 63 days

What you get

1. Stock-Reorder-Planner.xlsx: the working spreadsheet (8 tabs, with a fictional soap and candle studio as example data)
2. Stock-Reorder-Planner-Guide.pdf: a 5-page guide covering setup, every movement type, every formula and every status

Good to know

• Free instant download, no sign-up.
• Log sales as totals (for example twice a week from your shop's sales report). You don't need one row per order.
• One stock location per file. It doesn't connect to your shop or send alerts.
• It's a planning aid. The suggestions are only as good as your counts and lead times, and an average can't predict a season you haven't reached yet.
• License: free for personal or business use; don't resell or re-host. Sharing a link to the Tidewick page is fine.

Compatibility

Tested in LibreOffice Calc (free for Windows, Mac and Linux). Every calculated cell was recalculated there and checked against an independent model across 29 test workbooks, including messy data, stock-outs, part deliveries and a full 100-item file.

Other apps: not yet tested. It's built as a standard .xlsx with no macros and uses only long-standing functions (IF, INDEX, MATCH, COUNTIF/COUNTIFS, SUMIFS, SUMPRODUCT, ROUNDUP, SMALL, TODAY and similar). That's a good sign, but it isn't a test, so we don't claim it works in Excel, Google Sheets or Numbers yet.

Known limits. One stock location per file; 100 items, 2,000 log rows and 150 purchase-order lines. The sales rate is an average, so it doesn't forecast seasons. It doesn't connect to any shop or send alerts. Phones and tablets haven't been tested.

How to use it

1. Download the .xlsx and the PDF guide from the product page on the Tidewick site.
2. Open the .xlsx in LibreOffice Calc (free), where it has been tested. Other apps haven't been tested yet.
3. On Settings, clear the example as-of date so the planner uses today, then check the sales window, safety days and how often you order.
4. Delete the yellow example rows on Suppliers, Items, Stock Log and Purchase Orders.
5. Add your suppliers and items, then log one Count per item with the stock you have today.
6. From then on, log deliveries (with the PO ref), sales totals, returns and adjustments, and open the Reorder List on your ordering day.

Questions

Do I need Excel?

No. It has been tested in LibreOffice Calc, which is free. It's a standard .xlsx with no macros, but it hasn't been tested in Excel, Google Sheets or Numbers yet.

Do I have to log every single sale?

No. A total per item since your last entry is enough. Weekly or twice-weekly totals from your shop's sales report work well.

Why does it ignore days when an item was out of stock?

Because you couldn't sell it on those days. Counting them would make the item look slower than it is and the next order too small.

What's the difference between the reorder point and the suggested order?

The reorder point is the level that triggers an order. The suggested order tops you up to cover the lead time, the safety days and the days until your next order.

How do part deliveries work?

Log each delivery as Received with the PO ref. The order shows Part received and keeps the rest on order. Type Closed on the order if the rest will never come.

How many products?

Up to 100 items, 2,000 log rows and 150 purchase-order lines per file.

Will it remind me to reorder?

No. A spreadsheet can't send alerts. Open the Reorder List on the day you usually place orders.

Does it cost anything?

No. It's a free download with no sign-up.