Free Supply Chain & Inventory tools
290 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.
Templates and forms
Outside Processing Purchase Order Template for Job Shops
A purchase order template for sending parts out for heat treat, plating, anodize, grinding or paint, with process spec, certs and return instructions.
Sage Evolution Stock Adjustment Request Form
A controlled form for requesting and approving stock adjustments after a count, with reason, value and approval lines.
Supplier Corrective Action Request (SCAR) Template
Ready to send SCAR with defect description, required response times, supplier response sections and closure sign-off.
Supplier Onboarding Form Template
A fill-in new supplier onboarding form covering company, tax, banking, quality, insurance and compliance, ready for vendor master setup.
Sole Source Justification Form Template
A purchasing form that records why a single supplier is the only reasonable source, what alternatives were checked, and who approved the exception.
Inventory Planning Parameter Change Request Template
A controlled request form for changing safety stock, reorder point, min-max or lot size, with rationale, impact and approvals.
Inventory Adjustment Approval Request Template
A fill-in form to justify and approve a stock adjustment, with reason, value, root cause and approval lines.
Stockout Root Cause Report Template
A structured report to investigate a stockout, classify the cause and assign corrective actions with owners.
Inventory Planning Policy Document Template
A fill-in policy that sets service targets, parameter review cycles, adjustment limits and roles for inventory planning.
S&OP Meeting Agenda Template
A timed executive S&OP meeting agenda covering demand, supply, inventory, finance and decisions, with pre-read list and sign-off lines. Exports to PDF or Word.
Forecast Exception Review Template
Document which SKUs breached your forecast tolerance, why, and who fixes it before the demand review. Exports to PDF or Word.
New Product Introduction Forecast Template
Document the assumptions, analog items and ramp behind a new product forecast so sales, planning and finance agree on it.
Demand Review Meeting Minutes Template
Capture forecast changes, assumptions, risks and owned actions from the monthly demand review in one clean document.
MRP Exception Message Triage Template
A one page record for working an MRP action message: what it says, what it affects, why it happened and what the planner decided.
MRP Planner Shift Handover Template
Fill in a one-page handover for the next planner: last MRP run, open exceptions, hot shortages and supplier promises. Exports to PDF or Word.
Supplier Expedite Request Template
A clear expedite request to send a supplier: PO line, quantity, required date, reason and what you need back. Free PDF and Word export.
Material Shortage Escalation Memo Template
Escalate a critical material shortage with impact, options and the decision you need. Exports a one page memo to PDF or Word.
MRP Weekly Planner Review Agenda Template
A ready agenda and action log for the weekly meeting where planners, buyers and production review MRP exceptions and shortages.
Dock Schedule Template
A fill-in daily dock appointment schedule with door assignment, carrier, PO or order number, trailer and status, ready to print or share.
Bill of Lading Template
A fill-in straight bill of lading with shipper, consignee, carrier, commodity lines and signature blocks. Exports to PDF, Word or Excel.
Warehouse Receiving Report Template
A fill-in receiving report that captures PO match, quantities, damage and discrepancies at the dock. Exports to PDF, Word or Excel.
Freight Damage Claim Form Template
A fill-in freight claim form for damaged or short shipments, with a document checklist. Exports to PDF, Word or Excel.
Warehouse Freight Damage Claim Report Template
A fill-in report for recording damaged or short freight at the dock so you can file a carrier claim.
Freight Damage Claim Letter Template
Generate a written freight damage or loss claim to a carrier, with a documents list and the points a carrier will look for.
Packing List Template for Export Shipments
Generate a packing list that lists each package with contents, weights, dimensions and marks, matching your invoice and bill of lading.
Shipper's Letter of Instruction (SLI) Template
A fill-in SLI that tells your freight forwarder who the parties are, what is moving, how it should be routed and which documents to prepare.
Freight Claim Letter Template (Loss and Damage)
A fill-in loss, damage or shortage claim letter for a motor carrier, listing the shipment, exceptions and the amount you are claiming.
RFQ Template for Machined Parts
Generate a complete request for quote for CNC machined parts with drawings, material, tolerances, quantity breaks and commercial terms.
Supplier Negotiation Planning Template
Plan a supplier negotiation with objectives, walk-away position, BATNA, trade-offs, supporting data and an agenda, and export a one-page brief.
Purchase Requisition Justification Form Template
A fill-in form that documents why something must be bought, the budget line, the supplier rationale and the approval chain.
Supplier Price Increase Response Letter Template
A firm, professional reply to a supplier asking for a price rise, requesting cost evidence and proposing a counter.
Supplier Business Review Agenda and Minutes Template
An agenda and minutes form for quarterly supplier reviews with a scorecard table and an action log.
Sheet Metal Fabrication RFQ Request Template
A fill-in RFQ document for sending a sheet metal part package to a fabricator, with all the details needed for an accurate quote.
Supplier Environmental and Sustainability Questionnaire Template
A ready-to-send questionnaire that asks suppliers about environmental management, emissions data, chemicals and waste.
Last Time Buy Approval Memo Template
Fill in a structured memo that documents why a last time buy is needed, how the quantity was set, and who approved the spend.
PCBA RFQ Request for Quote Template
Fill in a complete printed circuit board assembly RFQ so EMS providers can quote without back-and-forth questions.
Approved Vendor List (AVL) Template
A controlled AVL document with document header, scope, approval criteria, vendor and manufacturer part table, and signature block.
Pharma Supplier Qualification Questionnaire Template
A supplier questionnaire covering quality system, GMP status, change notification and regulatory documents for materials used in pharma production.
Machinery Shipping Crate and Rigging Plan Template
A fill-in plan for crating, lifting and transporting a machine, covering dimensions, weights, lift points, protection and site access.
China Supplier RFQ (Request for Quotation) Template
A fill-in RFQ document that makes Chinese suppliers quote on the same terms: volumes, Incoterm, VAT basis, tooling, quality and payment.
China Factory Capacity Confirmation Letter Template
A fill-in letter that gets a supplier to commit in writing to capacity, lead time, MOQ, tooling, quality terms and subcontracting before you place the first PO.
Carta Porte CFDI Shipment Data Sheet
Collect every data point needed for the Carta Porte complement before a truck leaves: origin, destination, goods, vehicle, permit, insurance and driver.
US Mexico Cross-Border Bill of Lading Template
A bill of lading format for truck shipments crossing the US-Mexico border, with broker and transfer details.
Consignment Inventory Agreement Outline Template
A clause outline for consignment or vendor-managed stock held at your plant, including when ownership passes, how stock is counted and who carries obsolescence.
Backorder Customer Notification Letter Template
A clear letter that tells a customer which lines are backordered, the revised ship date, and what they can choose to do.
Vendor Invoice Submission Requirements Letter Template
A fill-in letter that tells suppliers exactly how to send invoices and certificates so your capture system reads them first time.
GS1-128 Pallet Label Field Template
Define the data content of a GS1-128 logistics label, including SSCC and common application identifiers, as a printable label spec.
EDI Partner Test Plan and Sign-Off Template
A test plan document with cases for inbound and outbound transaction sets, pass criteria and go-live sign-off for a new trading partner.
Worksheets
Distributor Rebate Tracking Worksheet
Track vendor rebate programs by period: purchases, rebate rate, amount earned, claimed and received, and what is still outstanding.
Branch Transfer Planning Worksheet
Decide how much stock to move between branches by comparing what the destination needs with what the source can spare, and see the transfer value.
Distributor Slow-Moving Inventory Review Worksheet
An editable worksheet that computes months of supply and tied-up cash for each item and records the action you decide, ready to export to Excel.
Distributor Vendor Performance Scorecard Worksheet
An editable vendor scorecard that turns PO line counts into on-time, complete and accuracy percentages and a weighted score you can rank and export.
Distributor ABC Inventory Classification Worksheet
Enter annual units and unit cost per item to compute annual dollar volume, then assign A, B or C class and a count frequency.
Small Plant Min Max Reorder Point Worksheet
Compute reorder point, maximum level and suggested order quantity per item so you can load clean planning parameters into your cloud MRP.
Inactive Item and Obsolescence Review Worksheet
Review items with no recent movement, decide to keep, deactivate or write down, and calculate extended value and reserve.
Approved Supplier List Template
An editable approved supplier list worksheet with status, approval basis, certification, expiry and rating. Edit rows in the browser and export to Excel.
Supplier RFQ Quote Comparison Worksheet
Compare supplier quotes on landed cost: unit price, freight, duty, MOQ and lead time per supplier, with extended cost and price spread calculated.
Purchasing RFQ Bid Comparison Worksheet
An editable bid tabulation that totals each supplier's quote including tooling and freight, calculates landed cost per unit and shows the lowest bid.
Supplier Spend Pareto Analysis Worksheet
An editable spend table that totals supplier spend and orders, calculates average PO value, and gives you the base data for a Pareto or ABC analysis.
XYZ Demand Variability Classification Worksheet
Classify items into X, Y and Z by coefficient of variation of demand. Edit the rows, add your own items and export to Excel.
Inventory Days of Cover vs Lead Time Worksheet
Calculate days of cover for each part and compare it with replenishment lead time to spot shortage and excess risk.
Material Shortage and Expedite Log Worksheet
An editable shortage log that totals the value of short material and the days of delay, with export to Excel.
Supplier Lead Time Variability Tracking Worksheet
Record the last three actual lead times per part and see average, worst case and the gap to the lead time in your item master.
Blanket Purchase Order Release Schedule Worksheet
Track blanket order quantities, releases to date and the next release, with remaining balance and consumed percent calculated.
Forecast Accuracy MAPE and WMAPE Worksheet
Fill in actual and forecast per SKU and get item-level percentage error, plus portfolio MAPE, WMAPE, bias and forecast accuracy. Exports to Excel.
Forecast Bias and Tracking Signal Worksheet
Enter actual and forecast for each period of one item and get running error, MAD, tracking signal and bias percent so you know when a forecast has drifted.
Demand Plan Template by Product Family
An editable demand plan worksheet: statistical baseline, sales and marketing adjustments, consensus, growth versus last year and confidence by product family.
Forecast Value Add (FVA) Worksheet
Compare naive, statistical and final consensus forecasts against actuals by item to measure whether each step in your forecasting process adds or destroys accuracy.
Promotion Uplift Planning Worksheet
Work out historic promotion uplift per SKU, apply it to the next baseline and net off cannibalization. Edits in the browser, exports to Excel.
Statistical Forecast Model Comparison Worksheet
Line up actuals against two forecast methods, see absolute percentage error per period and average MAPE for each, then export to Excel.
SKU ABC XYZ Segmentation Worksheet
Rank SKUs by annual value and demand variability. Calculates coefficient of variation per SKU and the share of total value, ready for Excel.
Forecast Override Log Worksheet
Log every manual forecast override and measure whether it improved accuracy against the statistical baseline.
MRP Gross to Net Calculation Worksheet
Work the classic MRP logic row by row: gross requirements, scheduled receipts, projected on hand and safety stock into net requirements and planned receipts.
Kitting Shortage List Template
A shortage board for kit orders: what is required, what is allocated, what is short, who is chasing it and when it arrives.
Planned Order Release Schedule Worksheet
Track planned and firm planned orders to convert or release, with quantities, dates and extended cost. Edit rows and export to Excel.
Item Planning Parameter Review Worksheet
Audit lot sizing, lead time and safety stock per item and see safety stock in days of cover. Edit rows and export to Excel.
Supplier Lead Time Variance Worksheet
Compare the lead time in your ERP with the last three actual receipts, and see the gap in days and percent. Export to Excel.
Cycle Count Program Planning Worksheet
An editable worksheet that turns SKU counts and count frequency by ABC class into daily counts and the labor hours your cycle count program needs.
Warehouse Slotting Worksheet
An editable slotting worksheet that sizes forward pick slots from pick velocity, unit cube and days of supply so fast movers sit where picking is cheapest.
Warehouse Bin Location Master Worksheet
An editable bin master with zone, aisle, bay, level, dimensions and computed volume. Exports to Excel for WMS or ERP location loading.
Carrier Performance Scorecard Worksheet
An editable carrier scorecard that computes on-time %, damage % and cost per shipment from monthly counts. Exports to Excel.
Warehouse Putaway Task Log Worksheet
An editable putaway log that computes units per hour and minutes per line for each task. Exports to Excel.
Warehouse Labor Hours Planning Worksheet
An editable labor plan that turns task volumes and standard rates into hours and FTE. Exports to Excel.
Warehouse KPI Scorecard Worksheet
An editable scorecard of warehouse KPIs with target, actual and automatic variance, ready to export to Excel.
Freight Carrier RFQ Bid Comparison Worksheet
An editable worksheet for comparing carrier bids per lane, with fuel surcharge, accessorials and annualized cost calculated for you.
Shipment Tracking Log Worksheet
An editable log for open shipments with reference, carrier, ETA, status, weight and freight cost, ready to export to Excel.
Supplier Total Cost of Ownership Comparison Worksheet
Compare suppliers on landed, quality and inventory carrying cost per unit to find the lowest total cost, not just the lowest price.
Purchasing Spend Analysis Worksheet
Summarize spend by category with supplier counts, PO volume and savings targets to prioritize sourcing projects.
Supplier Lead Time Tracker Worksheet
An editable table comparing quoted and actual supplier lead times, with variance, percent late and an average slip.
Open PO Expedite Tracker Worksheet
An editable list of late PO lines with open value, days late and next action, ready for the weekly buyer meeting.
Carbide Insert Inventory and Reorder Worksheet
A tool crib worksheet that computes days of stock, reorder point and suggested order quantity for turning and threading inserts.
Sheet Metal Outside Processing Tracker Worksheet
Log parts sent out for powder coat, plating, anodize or heat treat with vendor, quantity, cost, lead time and status.
Round Bar Stock Weight and Quote Worksheet
List round bar items, get weight per length and extended material cost for each line and the whole quote.
Component Lead Time Risk Worksheet
Score each electronic component for lead time risk using quoted vs historical lead time, stock cover and source count, then export the ranked list to Excel.
Electronic Component Distributor Quote Comparison Worksheet
Line up quotes from up to three distributors by part, find the lowest price, price spread and total spend, and export to Excel.
Cold Storage Temperature Excursion Log Worksheet
Log chiller and freezer excursions with peak temperature and duration, and calculate degree-minutes above the limit for each event.
Raw Material Lot Release and Retest Tracker Worksheet
An editable tracker for incoming raw material lots, quality status, retest dates, quantity on hand and inventory value.
Premium Freight Incident Log Worksheet
Log every air, expedited truck or hot-shot shipment with its root cause and who pays, then see total premium freight spend and the average cost per event.
OEM Recommended Spare Parts List Template
An editable spare parts list for commissioning and two-year operation with criticality class, supplier, lead time and extended cost.
Corrugated Board Sheet Usage and Trim Waste Worksheet
An editable order list that computes how many blanks fit on each board sheet, trim waste percent and board cost per box.
Packaging Supplier Scorecard Worksheet
An editable scorecard that weights quality, on-time delivery, price, responsiveness and compliance into one score per packaging supplier.
China Customs HS Code Classification Worksheet
Record the HS code, description and declared value of each imported part and estimate duty and import VAT per line.
China Supplier Qualification Scorecard Worksheet
Weighted scorecard to rank Chinese supplier candidates side by side before you place a first order. Edit rows, see the percent score, export to Excel.
China Purchase Order and Production Tracker Worksheet
Keep every open order with a Chinese supplier in one table: stage, promised ship date, deposit paid and balance due, with automatic totals.
China Supplier Quote Comparison Worksheet (VAT Adjusted)
Compare quotes from Chinese suppliers on a like-for-like ex-VAT basis, including MOQ value, tooling and lead time.
China Sourcing RFQ Quote Comparison Worksheet
Line up factory quotes on landed unit cost including freight, duty and tooling per piece so the cheapest price is not the wrong choice.
Local Content Supplier Tracker Worksheet for Africa
An editable worksheet that tallies spend with local, regional and imported suppliers and reports the local content percentage of your purchases.
Nearshore Supplier Transition Plan Worksheet
Track each part moving from an overseas source to a nearshore supplier with annual savings and qualification status.
GCC Import Landed Cost and VAT Worksheet
Per shipment line worksheet that builds CIF, duty, import VAT and landed cost for imports into UAE, Saudi Arabia, Oman, Bahrain and other Gulf markets.
Open Sales Order Backlog Aging Worksheet
Track open orders with value and days past due, and see total backlog, late value and the share of backlog that is late.
Order Promise Date Slip Tracker Worksheet
Track how far each open order line has slipped from its original promise, see value at risk, and decide whom to call first.
Three Way Match Exception Worksheet
Log purchase order, receipt and invoice lines that fail the match, compute variance percent and amount at risk, and track owner and status.
EDI X12 Field Mapping Specification Worksheet
Document each X12 segment and element, its ERP source or target field, rule and requirement, then export the spec to Excel.
EDI 997 Functional Acknowledgment Reject Log Worksheet
Log every rejected or partially accepted 997 with the AK3/AK4 error, root cause, owner and resend status, and export it to Excel.
EDI Vendor Compliance Scorecard Worksheet
Score each trading partner on ASN timeliness, acknowledgment acceptance, invoice accuracy and label compliance with calculated rates.
EDI Routing Guide Requirements Matrix Worksheet
Summarize each customer's vendor guide: documents required, ASN timing, label standard, pack rules and routing, so the team works from one table.
Calculators and simulators
Oracle Fusion Inventory Turns and Carrying Cost Calculator
Compute inventory turns and days on hand from COGS and average inventory, then see the cash and carrying cost released by a higher target.
Distribution ERP Fill Rate Calculator
Calculate line, unit and complete-order fill rate from your ERP counts and see the revenue and gross margin put at risk by unfilled lines.
Distributor GMROI Calculator
Calculate gross margin return on inventory investment, inventory turns and days of inventory, and see how GMROI changes as average inventory grows.
Distributor Backorder Cost and Fill Rate Calculator
Convert line fill rate into the annual cost of backorders, and see the value of improving fill rate by one point.
EOQ with Vendor Minimum Order Calculator
Find the economic order quantity, then see what a vendor minimum order quantity costs you per year and how many days of stock it forces.
Eclipse Branch Stockout Lost Sales Calculator
Estimate what stockout days cost at a branch in lost margin and inter-branch transfer expense, and test how improving availability changes the number.
Infor VISUAL Safety Stock and Reorder Point Calculator
Work out safety stock and reorder point from demand spread, lead time spread and service level, with a lead time what-if chart.
Business Central Average Cost Inventory Calculator
See how a new receipt changes the weighted average unit cost, COGS on a sale and remaining inventory value, with a cost sensitivity chart.
Business Central Reorder Point and Safety Stock Calculator
Get values for Reorder Point, Safety Stock Quantity, Reorder Quantity and Maximum Inventory to enter on the item card or stockkeeping unit.
China Import Landed Cost Calculator
Turn a CNY supplier quote into a USD landed cost per unit, and see how the exchange rate moves it.
China Sourcing Landed Cost Calculator (FOB to US Delivered)
Build the true delivered cost per unit of a China FOB purchase, then test how a tariff change moves it.
Spring Festival Supply Buffer Calculator (Pre-Build and Safety Stock)
Work out how much extra stock to order before Spring Festival so a supplier shutdown does not stop your line.
Safety Stock Calculator for Imported Parts with Long Lead Times
Calculate safety stock and reorder point when both demand and supplier lead time vary, as with sea freight into African ports.
On-Time Delivery Calculator
Enter shipped lines, on-time lines and in-full lines to get OTD, OTIF, late and early rates and the gap to your target.
Perfect Order Rate Calculator
Multiply on-time, in-full, damage-free and document accuracy rates into one perfect order rate, then price the imperfect orders.
Kanban Card Size Calculator
Calculate how many kanban cards or bins a part needs from daily demand, replenishment lead time, container size and safety factor.
Aerospace Shelf-Life Material Expiry Write-Off Calculator
Shows how much shelf-life controlled material expires before use for a given order size, and the yearly write-off that follows.
Supplier Delivery Performance Calculator
Calculate supplier on-time delivery (OTD), on-time in-full (OTIF), early and late percentages, and how many lines need to improve to hit your target.
Supplier Total Cost of Ownership Comparison Calculator
Compares two suppliers on landed price plus the cost of rejects, and shows the reject rate at which the cheaper quote stops being cheaper.
Volume Discount Break-Even Order Quantity Calculator
Compares the annual cost at your normal EOQ with the cost of ordering at the supplier's price break quantity, so you know if the discount really pays.
Safety Stock Calculator with Demand and Lead Time Variability
Compute safety stock and reorder point when both demand and supplier lead time vary, and see how lead time variability inflates the buffer.
EOQ Total Cost Curve Calculator
Enter demand, order cost and carrying rate, then test any order quantity and see how far it sits from the economic order quantity.
Order Quantity Price Break Total Cost Calculator
Decide whether to buy more to reach a supplier price break by comparing total annual purchase, ordering and carrying cost.
Periodic Review Order-Up-To Level Calculator
Set the order-up-to level S for items you review on a fixed schedule, with safety stock sized to the review period plus lead time.
Fill Rate from Safety Stock Calculator
See the fill rate and cycle service level your current safety stock actually delivers, using the normal loss function.
Quantity Discount EOQ Calculator (All-Units Price Breaks)
Compare three all-units price tiers and see which order quantity gives the lowest total annual cost once holding cost is counted.
Newsvendor Single-Period Order Quantity Calculator
Find the best one-time order quantity for seasonal, short-life or last-time buys using the critical ratio.
Risk Pooling Safety Stock Centralization Calculator
See how much safety stock you save by pooling several locations into one, given how correlated their demand is.
Supplier Delay Stockout Exposure Calculator
Test what a late purchase order does to coverage: days short, units short and the expedite quantity needed.
Moving Average Forecast Calculator
Enter the last six periods of demand, choose a 3, 4 or 6 period window and get the simple moving average forecast with a comparison to the naive forecast.
Exponential Smoothing Forecast Calculator (Simple and Holt)
Enter the prior level, trend, latest actual and smoothing constants to get the simple and Holt trend forecasts, with a chart showing how alpha changes the result.
Seasonal Index Calculator and Worksheet
Calculate the seasonal index for a month from three years of history and apply it to next year's annual forecast to get the monthly forecast.
Consensus Forecast Weighted Blend Calculator
Weight four forecast sources into one consensus figure and see how far apart the sources are.
Demand Variability CV and XYZ Classification Calculator
Turn mean demand, standard deviation and average demand interval into a CV, an XYZ class and a Syntetos-Boylan demand pattern so you can pick the right forecast method.
Croston Intermittent Demand Forecast Calculator
Apply one Croston update step to demand size and interval estimates, then read the per-period rate, the SBA corrected rate and demand over your horizon.
Bullwhip Effect Calculator
See how much order variability a supplier sees compared with end customer demand, based on replenishment lead time and the number of periods used in the moving average forecast.
New Product Launch Demand Ramp Calculator
Plan a launch with no history: ramp to peak, total demand over the horizon, channel pipeline fill and a suggested initial build quantity.
Promotion Lift and Cannibalization Calculator
Convert baseline demand, promo lift, cannibalization and pull-forward into net incremental units and promotion profit, so the demand plan carries the real effect.
MAD to Safety Stock Forecast Error Calculator
Use your measured mean absolute deviation of forecast error to set safety stock and reorder point instead of a guessed buffer.
Linear Regression Trend Forecast Calculator
Enter six periods of demand and get the least squares trend, how well it fits and the forecast for the period you choose.
Statistical vs Sales Forecast Blend Calculator
Weight the statistical forecast and the sales or customer forecast by how accurate each has been, and see the consensus number and the gap between sources.
Demand Pattern ADI and CV2 Classification Calculator
Enter a few counts from an item's demand history and get its ADI, CV2 and demand class so you can choose a suitable forecast method.
Lot for Lot vs Fixed Order Quantity Simulator
Compare the annual cost of ordering exactly what is needed each week against ordering a fixed batch, and see where the cost curve bottoms out.
MRP Planning Time Fence Calculator
Derive a demand time fence and planning time fence from your lead times and see how much of the horizon is frozen.
Available to Promise (ATP) Calculator
Calculate discrete ATP from on hand, scheduled MPS quantities and committed customer orders, and find the earliest period that can cover a new request.
MRP Planner Workload Calculator
Estimate planner hours and headcount from active items, exception rate and time per action. See load percent and a what-if chart.
MRP Planned Order Release Date Calculator
Back-schedule a planned order from its need date using lead time, safety lead time, receiving and transit, and see whether the release date is already past.
Period Order Quantity (POQ) Calculator
Convert an economic order quantity into a period order quantity, so each order covers a whole number of weeks of demand.
Safety Lead Time from Supplier Variability Calculator
Set safety lead time from the standard deviation of supplier lead time and a target service level, then see the carrying cost of that buffer.
Projected Stockout Date and Days of Supply Calculator
Find out how many days of supply remain, when you hit safety stock or run out, and how much you are short if the next receipt arrives late.
Expedite Cost vs Delay Cost Calculator
Decide whether paying to expedite is cheaper than waiting, using fees, price premium, order value and the daily cost of delay.
Supplier MOQ vs Demand Cost Calculator
Weigh a price break or minimum order quantity against the extra inventory it forces you to hold, and see the net annual benefit.
Planned Order Release Lead Time Calculator
Add setup, run, queue, safety and inspection time to find how many calendar days before the need date an order must be released.
Warehouse Space Utilization Calculator
Turn your building size, aisle share and pallet counts into position, cube and overall space utilization so you know when you are really full.
Pallet Load Calculator
Work out how many cartons fit on a pallet by layer pattern, height limit and weight limit, and see how much of the pallet footprint you use.
Warehouse Pick Rate Productivity Calculator
Convert hours worked and lines picked into lines per hour, percent to target and cost per line, and see how volume changes unit cost.
Shipping Container Load Calculator (20ft, 40ft)
Estimate how many cartons fit in a 20ft, 40ft or 40ft high cube container based on carton size, weight and container payload.
Forklift Fleet Size Calculator
Size a lift truck fleet from pallet moves per day, average cycle time, shifts and a spare allowance.
Warehouse Inventory Shrinkage Cost Calculator
Calculate shrinkage rate and cost from book versus physical value, then model the saving from reducing it.
Truckload Freight Cost per Pallet Calculator
See what a truckload costs per pallet, whether you are limited by space or weight, and the price of an under-filled trailer.
3PL vs In-House Warehouse Cost Calculator
Compare an internal warehouse with a 3PL quote across volume, including fixed cost, storage, handling and minimums.
Freight Class Density Calculator (NMFC)
Enter pallet dimensions and weight to get density in pcf and the density-based NMFC freight class guideline.
Dimensional Weight Calculator
Compare actual and volumetric weight with the carrier divisor to see the billable weight per carton and per shipment.
Demurrage and Detention Cost Calculator
Model terminal demurrage and equipment detention using free days and tiered daily rates per container.
Container Loadability CBM Calculator
Estimate cartons per container using carton CBM, packing efficiency and payload so you know whether you cube out or weigh out.
Container Loading Capacity Calculator
Estimate cartons per container by volume and by weight, see which limit binds and how full the container is.
Container Loadability CBM and Weight Calculator
Find how many cartons fit in a 20ft, 40ft or 40HC container by volume and by weight, which limit binds first, and how many containers you need.
Pallets per Truck Load and Cost Calculator
Work out how many pallets fit on a trailer by floor positions, stacking and weight, how many trucks you need and what each pallet costs to move.
LCL vs FCL Breakeven Calculator
Compare LCL cost per CBM with a full container rate, find the breakeven volume and see how the two costs change as the shipment grows.
Ocean vs Air Freight Total Cost Calculator
Compare air and ocean freight on total landed logistics cost, including the cost of capital tied up in transit, and find the breakeven unit value.
Truckload Fuel Surcharge Calculator
Calculate a per-mile fuel surcharge from the current diesel price, the contract peg and truck MPG, and see the all-in cost of a load.
In-Transit Pipeline Inventory Cost Calculator
Quantify the inventory sitting on ships and trucks, the safety stock needed for transit variability, and what carrying both costs per year.
Quantity Break Buy-More Breakeven Calculator
Compare annual total cost at your normal order size against the lot size needed for a supplier's quantity discount, with ordering and carrying costs included.
Commodity Index Price Adjustment Clause Calculator
Model how a raw material index change flows into the price of a purchased part under an index-linked clause with a dead band and partial pass-through.
Dual Source Split Award Cost and Risk Calculator
Test whether splitting volume with a second supplier pays for itself once price premium, qualification cost and expected disruption losses are counted.
Filler Metal Consumption Calculator (Wire and Electrodes)
Turns weld metal per meter, joint length and deposition efficiency into kilograms of filler to buy and the number of spools or boxes.
Plate Order Weight, Freight and Truckload Calculator
Work out total weight, material cost, freight and number of truckloads for an order of steel or aluminum plates.
DMSMS Last Time Buy Quantity and Cost Calculator
Calculate how many parts to buy when a component goes end-of-life, what it costs to hold them, and when a redesign becomes cheaper.
SMT Reel and MOQ Buy Quantity Calculator
See how minimum order quantity and reel size change what you actually buy, how much excess you hold and what it costs to carry.
Broker vs Franchise Component Buy Cost Calculator
Compare a broker quote against franchise lead time using test cost, counterfeit probability and the cost of waiting.
Reel MOQ Overbuy and Carrying Cost Calculator
Decide between a full reel at the MOQ and cut tape by comparing all-in unit cost with carrying and obsolescence cost.
Component Shortage Line-Down and Expedite Cost Calculator
Put a number on a missing part: idle labor, unrecovered output and penalties, against the cost of an expedited buy.
Returnable Rack Pool Size Calculator
Estimate how many returnable racks or containers a customer loop needs, from daily demand, parts per rack and total loop time.
Premium Freight Cost Per Part Calculator for Automotive Suppliers
Calculate the excess cost of premium freight events versus standard freight, per part and as a percent of revenue, with a what-if on event count.
Returnable Rack and Container Fleet Size Calculator
Calculate how many returnable racks your closed loop needs, the capital tied up and the yearly replacement budget, with a sweep on customer dwell days.
Customer Bank Build Stock Calculator
Size a finished goods bank requested by the customer, then see the extra run hours, calendar days to build it and the cost of holding it.
Machine Crate Chargeable Weight and Container Fit Calculator
Convert crate dimensions and weight into volume, air volumetric weight, sea freight tons and a container count with a cost estimate.
Furniture Container Loading CBM Calculator
Estimate cubic metres per carton, total shipment volume and the number of 20 ft, 40 ft or 40 ft high cube containers required.
Pallet Pattern Cases per Layer and Pallet Calculator
Compare the two basic case orientations on a pallet, then get cases per layer, layers, cases per pallet, area utilisation and total pallet weight.
Stretch Wrap Film Usage and Cost per Pallet Calculator
Estimates film weight and cost per wrapped pallet from pallet size, film width and thickness, pre-stretch and wrap pattern.
Carton Stacking Load and Required BCT Safety Factor Calculator
Compute the load on the bottom carton in a stack and the box compression strength you need, then compare to the supplier value.
Carton Cube Utilization, Void Fill and Dim Weight Calculator
See how full a shipping carton is, what the void costs, and whether carriers bill by volume or by weight.
China EXW to FOB, CIF and DDP Price Conversion Calculator
Compare supplier quotes on the same basis by adding the costs between EXW, FOB, CIF and delivered duty paid.
US Duty Calculator for China Imports (Section 301, MPF, HMF)
Estimate total US duties and fees on a shipment from China and see how total cost moves as the additional tariff rate changes.
Raw Material Index Price Adjustment Calculator (China Suppliers)
Calculate the new unit price and annual cost impact when copper, steel or resin indexes move, using a deadband and a pass-through share.
Africa Import Duty and Landed Cost Calculator
Build the landed cost of imported materials from FOB value through freight, insurance, duty, levies, VAT and local charges, with a duty-rate sweep.
Africa Port Demurrage and Storage Cost Calculator
Estimate demurrage, detention and storage for containers held at port after free days expire, with two daily rate tiers.
Africa LCL vs FCL Container Breakeven Calculator
Find the volume at which a full container costs less than consolidated LCL cargo, using your own freight quotes.
US Import Landed Cost with Section 232 and 301 Tariffs Calculator
Compute per-shipment landed cost for US imports, including normal duty, stacked additional tariffs and customs user fees.
Nearshoring Inventory and Lead Time Savings Calculator
Estimate the inventory (pipeline, cycle and safety stock) and carrying cost you release by shortening lead time, and the price premium you can afford to pay.
Mexico to US Cross-Border Truckload Cost Per Unit Calculator
Builds the all-in cost of a cross-border truckload and divides it by units on the trailer, so you can compare it with ocean freight from Asia.
Nearshore vs Asia Pipeline Inventory Carrying Cost Calculator
Prices the inventory sitting in transit and in safety stock on a nearshore lane versus an Asian lane, using transit time, demand variability and carrying rate.
Country of Origin Determination Worksheet
Calculate regional value content with the transaction value and net cost methods and test it against your required threshold.
Held Shipment Compliance Delay Cost Calculator
Estimate what a customs hold or missing certificate really costs per day and in total, including demurrage, storage, carrying cost and expedited replacement.
Supplier Switching Cost Breakeven Calculator
Find out whether a cheaper quote really pays back once requalification, tooling transfer and transition inventory are counted.
OTIF Compliance Fine Exposure Calculator
Turns separate on-time and in-full percentages into one OTIF score and estimates the fines a customer scorecard would charge.
RMA Return Processing Cost and Net Credit Calculator
Estimates the true cost per returned unit and per month after inspection, refurbishment, scrap and restocking fees.
EDI ASN Send Deadline Calculator
Find out how many hours after pickup you can still send the ASN, or how early you must send it, given transit time and the customer's lead requirement.
EDI VAN vs AS2 Cost Comparison Calculator
Model VAN per-kilocharacter billing against a flat AS2 setup and find the volume where moving off the VAN pays back.
EDI Retailer Chargeback Exposure Calculator
Turn your shipment count and non-compliance rate into expected chargebacks and the payback of an EDI fix.
EDI 830 Forecast Review Cycle Safety Stock Calculator
See how the frequency of loading customer 830 forecasts changes safety stock, reorder point and carrying cost.
Reshoring Cost Comparison Calculator
Compares total landed cost of an offshore part with domestic production, including duty, freight, pipeline inventory, quality cost and one-time transfer cost.
Reference tables
Distribution KPI Formula Reference
A searchable lookup of the standard KPI formulas a distributor tracks, with units, direction of good and common data traps.
Distributor Pricing and Rebate Terms Glossary
Plain definitions of the pricing, cost and rebate terms that appear in distributor ERP setup and vendor agreements.
GS1 Identifier and Application Identifier Reference
Look up GS1 identification keys and common barcode application identifiers with lengths and typical ERP use.
Incoterms 2020 Buyer and Seller Responsibility Reference
A searchable table of all 11 Incoterms 2020 rules showing where risk transfers and who handles carriage, customs and insurance.
Service Level Z-Score and Loss Function Table
Look up the z-score and standard normal loss function value for any cycle service level, for safety stock and fill rate calculations.
Inventory Planning Glossary with Formulas and SAP Fields
A searchable glossary of inventory planning terms with the working formula and the matching SAP MARC material master field where one exists.
Demand Pattern Classification Reference (ADI and CV2)
Look up the four demand classes from ADI and CV2, with the usual forecasting method and stocking approach for each.
Forecast Error Metrics Reference (MAPE, WMAPE, RMSE and more)
A searchable lookup of the common forecast accuracy and bias metrics, their formulas, how to read them and where each one misleads.
Statistical Forecast Methods Reference Guide
A searchable table of forecast methods with the demand pattern each suits, the data needed, key parameters and typical pitfalls.
MRP Planning Terms Glossary Reference
A searchable glossary of the terms MRP planners use every day, with the plain meaning and how each term shows up in a planning run.
Lot Sizing Rule Selection Reference
A comparison table of the common MRP lot sizing rules, how each sizes an order, when it fits and what to watch for.
Pallet Sizes and Dimensions Reference by Region
Look up standard pallet footprints in inches and millimetres for North America, Europe, Asia and Australia, with typical uses.
Shipping Container Specifications and Capacity Reference
Typical internal dimensions, door size, cubic capacity, tare weight and payload for common ISO containers, plus pallet floor counts.
Warehouse KPI Formulas and Definitions Reference
A lookup of the common warehouse and distribution KPIs with how each is calculated, what it tells you and where it misleads.
Incoterms 2020 Reference Table
Searchable comparison of the 11 Incoterms 2020 rules: where risk passes, who pays carriage, who clears export and import.
Shipping Container Specifications Reference
Look up typical internal dimensions, cubic capacity, tare and payload for common ISO container types before you book space.
International Shipping Documents Reference
A lookup of the common export and import documents, what each is for, who issues it and which transport mode it applies to.
Pallet Dimensions by Region Reference
Compare the common pallet footprints used in North America, Europe, Asia and Australia, with floor area in square metres.
Incoterms 2020 Buyer Responsibility Reference
A searchable table of all 11 Incoterms 2020 rules plus the retired terms, showing where risk passes and who clears customs, pays carriage and insures.
Procurement KPI Formulas Reference
A searchable list of the KPIs buyers report on, with the standard formula, unit, good direction and the ERP data you need to compute each one.
China Major Ports and Airports Code Reference (UN/LOCODE and IATA)
Find the UN/LOCODE or IATA code, province and typical role of the main Chinese seaports, river ports and airports for bookings and ERP master data.
Africa Major Ports and UN/LOCODE Reference
Port names, countries, UN/LOCODE values and the inland corridors each port serves, for freight quotes, shipping master data and ERP location tables.
X12 855 Acknowledgment Status Codes Reference (BAK02 and ACK01)
Lookup table for the common BAK02 and ACK01 codes in an X12 855 PO acknowledgment and the follow-up action each one calls for.
X12 Order-to-Cash Transaction Sets Reference
A lookup table of the X12 transaction sets that touch quoting, ordering, shipping, invoicing and payment, with who sends what.
Invoice Document Type Codes Reference (UNTDID 1001, X12, EDIFACT)
Look up what invoice type codes such as 380, 381 and 389 mean, and map them to the X12 transaction sets and EDIFACT messages used for purchasing, shipping, invoicing and payment.
EDI Transaction Set Reference (850, 855, 856, 810, 997, 940, 945)
A searchable lookup of common X12 transaction sets with GS01 functional codes, typical direction and the segments that carry the business data.
EDIFACT Message Reference (ORDERS, DESADV, INVOIC)
Look up common UN/EDIFACT message types, what they do, their key segments and the closest X12 transaction set.
X12 997 AK Segment Error Codes Reference
Look up what a 997 rejection code means and what to check in the outbound file before you resend it.
X12 Envelope ISA GS ST Element Reference
Every envelope element with its data type, minimum and maximum length and how it is normally used.
X12 Qualifier Codes Reference for N1, REF, DTM and Item IDs
The qualifier codes you actually meet in 850, 856 and 810 maps, with what each one means.
EDIFACT Segment and BGM Document Code Reference
Look up what a UN/EDIFACT segment tag or document code means when reading ORDERS, DESADV or INVOIC files.
Code and query generators
Distributor EDI X12 856 ASN Skeleton Generator
Fills an X12 856 skeleton with the segments a distributor typically sends: BSN, HL shipment, order and item loops.
Excel Forecast Formula Generator (WMAPE, Bias, Tracking Signal)
Enter your actual and forecast ranges and get paste-ready Excel formulas for WMAPE, bias, MAE, RMSE and tracking signal.
X12 810 Invoice EDI Template Generator
Fill in invoice, PO and line details and get a clean X12 810 invoice skeleton with envelope and matching control numbers.
X12 855 Purchase Order Acknowledgment Generator
Generate an 855 PO acknowledgment skeleton that accepts, changes or rejects a line, with matching envelope and control numbers.
SQL Open Purchase Orders Query Template
A configurable open PO line query with open quantity, open value and days past due, ready to adapt to any ERP schema.
Checklists
Sage Evolution Stock Take Checklist
A practical checklist for running a physical stock take in Sage Evolution, from preparation to posting variances.
Purchase Order Acknowledgement Review Checklist
A checklist for reviewing a supplier's order acknowledgement before you accept differences in price, dates, terms or quality requirements.
Materials Planner Weekly Exception Review Checklist
A 30-point weekly routine for clearing MRP exceptions, protecting supply and keeping inventory parameters healthy.
Planner Monthly Inventory Health Review Checklist
A 30-item monthly checklist to review parameters, stock levels, accuracy and supplier performance in one sitting.
Inventory Planning Parameter Governance Checklist
A checklist for keeping safety stock, reorder point, lot size and lead time parameters controlled, reviewed and traceable.
Demand Planning Data Readiness Checklist
Work through the data checks that decide whether a statistical forecast can be trusted, from history length to unit of measure and product hierarchy.
Pre-Demand Review Meeting Readiness Checklist
A step-by-step checklist to complete before the monthly demand review so the meeting debates decisions, not data.
Warehouse Receiving Inspection Checklist
A practical receiving checklist covering trailer arrival, paperwork match, physical and quality inspection, damage claims and put-away.
Bill of Lading Field Checklist
A field-by-field check of an ocean or domestic bill of lading so errors are caught before the cargo sails.
Freight Damage Claim Documentation Checklist
A step-by-step checklist for documenting cargo damage, shortage or loss at delivery and filing a carrier claim before the notice deadlines run out.
Export Shipment Readiness Checklist
Work through documents, classification, screening, packing and booking before you release an export shipment to the carrier.
Supplier Quote Evaluation Checklist for Buyers
A checklist to make sure supplier quotes are complete, comparable and safe to award, covering specification, price, terms, quality and risk.
New Supplier Selection Due Diligence Checklist
A checklist of 30 checks to run before approving a new supplier for production parts, grouped by financial, quality, compliance, capacity and commercial terms.
Palletized Unit Load Shipping Readiness Checklist
Check that each pallet of cartons or printed goods is stable, labelled and documented before it leaves the dock.
EDI Trading Partner Setup Checklist
A practical checklist for onboarding a new EDI trading partner from first contact through go-live and monitoring.
EDI Trading Partner Production Cutover Checklist
A pre go-live list for switching a partner from T to P without surprise rejects or lost orders.
Assessments
Supplier Risk Assessment Questionnaire
A 10-question supplier risk assessment covering single-source, financial health, quality, geography and continuity. Get a risk band and next steps.
Single-Source Supplier Dependency Risk Assessment
Answer ten questions about one supplier and part to get a dependency score and the first mitigation steps to consider.
Inventory Planner Capability Self-Assessment
Answer ten questions to see how mature your inventory planning practice is and what to improve first.
MRP Planner Practice Self-Assessment
A 10-question assessment of how well your team operates MRP day to day, with a score and practical next steps.
WMS Readiness Assessment
Ten questions to score whether your warehouse is ready for a WMS, or whether ERP inventory control and process fixes come first.
Procurement Process Maturity Assessment
Score your purchasing function on spend visibility, sourcing discipline, contracts, supplier management and ERP use, and get focused next steps.
Procurement Maturity Assessment
Nine scored questions that show how mature your purchasing function is across spend visibility, contracts, supplier management and ERP use.
Electronic Component Sourcing Resilience Assessment
Score your sourcing practices across sourcing breadth, forecasts, alternates, buffers, supplier terms and data quality to see where shortage exposure is greatest.
China Sourcing Supply Chain Risk Assessment
Ten questions that show how exposed your supply base is to disruption, tariffs and IP loss when you source from China, with suggested next steps.
EDI Program Health Assessment
Score how well your EDI operation is monitored, documented and resilient, and see where to start fixing.