Small Shop Stock Planner digital product cover

Pagemage original / digital downloadv2.49.1

05 editable documentsOffline browser workbookOne-time no subscription

Small Shop Stock Planner / Calculator + Notion import

Small shop inventory reorder calculator & planner

Calculate a reorder trigger and a planning quantity from demand, lead time, and stock on hand.

Made for small product shops planning one SKU at a time.

Price and availability

Catalog price: $24 USD

One-time purchase · No subscription

FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition, an HTML calculator, and optional Notion import files (not a configured workspace). A five-document worked case follows one fictional project.
To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files. A Notion account is needed only for the optional import; set database properties and relations yourself.
LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.

Read the free worksheet

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The task

What you'll make

A provisional reorder quantity with assumptions to confirm before ordering.

Gather before you start

Daily demand estimate
Supplier lead time
Stock and commitments

Mark missing information so you can check it before using your work.

When to skip this kit

You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook, plus an HTML calculator, plus Notion import files you configure yourself.
You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
You need someone to complete the work. These are worksheets to fill in yourself.

Read the first worksheet below to see whether its questions help with your task.

Included files

What's inside

01SKU planning card
02Supplier check-in
03Weekly stock review
04Stock discrepancy log
05Seasonal scenario plan

The offline calculator shows its formulas and exports your inputs and results as Markdown. The final document includes a common mistake to check for before using your work.

The worked case contains five completed documents, one for each worksheet. Follow the evidence, decisions, and corrections across the same fictional project. The case is included in the workbook, reading edition, Markdown example, and optional Notion import.

Your completion check

Reconcile usable units and commitments, check depletion against dated receipts, and verify pack rounding, funding, and capacity before making an owned order decision.

Before you finish

Check this before you use it

Stock already promised to buyers is counted as available.

Subtract commitments, confirm incoming orders, and check pack sizes before purchase.

Use the final worksheet to record what needs fixing and what you still need to check.

Free worksheet

Start with worksheet one

Free to inspect and copy

SKU planning card

Jump to a section

{{project}} / SKU [ ] / owner {{business}} / count timestamp [ ]

Purpose: build consistent inputs for one SKU and a separate dated availability check. Do not mix cases, pieces, locations, or variants without a documented conversion. Individual unit definition and usable locations [ ]; pack/case size [ ]; unavailable/damaged stock treatment [ ].

Demand evidence Period [ ]; units sold [ ]; calendar days with usable stock available [ ]; stockout days and other distortions [ ]; known promotion/seasonality [ ]. Chosen daily demand [ ]; calculation/source and limitations [ ]. Historical sales during a stockout may understate demand. Define whether the forecast includes existing reserved orders so you do not consume or reserve the same demand twice. If there are no available-stock days or no usable history, an observed daily average is undefined. Record a justified provisional estimate and sensitivity range if you use one; missing history is not evidence of zero future demand.

Supply and stock Lead time in calendar days from order to usable receipt [ ]; source [ ]; uncertainty [ ]. Chosen safety buffer days and rationale [ ]; review interval days [ ]. The safety input is a planning allowance, not a guaranteed service level. Usable on hand [ ]; confirmed on order [ ]; committed units not already deducted [ ]. Open order | units | expected usable date | confirmation/date | counted in this scenario? [Reference | units | date | evidence | yes/no and reason] Do not count a received order both on hand and on order.

Calculator fields Average daily demand [ ]; Lead time [ ]; Safety buffer [ ]; Review interval [ ]; Usable units on hand [ ]; Confirmed units on order [ ]; Committed units [ ]. Stock position = usable on hand + useful confirmed on order - committed. Reorder point = demand × (lead + safety); target = demand × (lead + safety + review). If position is at/below the point, provisional quantity = max(0, ceiling(target - position)); otherwise the tool reports zero. This rule is defined by the tool and is not a guarantee that waiting until the next review is safe.

Dated availability check, separate from the aggregate calculator Date/elapsed days | opening usable units after reservations | new demand until event | usable receipt | projected closing units | risk/action [Event | units | forecast consumption | timely units | balance | decision] Check projected depletion before each receipt. An order arriving after depletion cannot fill the earlier gap merely because it appears in the total. Negative projected units indicate an unmet requirement to investigate, not physically negative stock.

Before ordering: verify minimum/case size, usable-arrival date, cash, storage, expiry, and existing orders. Export base and adverse cases, then record the authorized decision. The tool places no order.

Your decision

Do on-hand, incoming, and committed counts describe the same SKU? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]

Before you start

Daily demand estimate: [Source or notes]
Supplier lead time: [Source or notes]
Stock and commitments: [Source or notes]

What you will make

A provisional reorder quantity with assumptions to confirm before ordering.

View plain worksheet text

{{project}} / SKU [ ] / owner {{business}} / count timestamp [ ]

Purpose: build consistent inputs for one SKU and a separate dated availability check. Do not mix cases, pieces, locations, or variants without a documented conversion.
Individual unit definition and usable locations [ ]; pack/case size [ ]; unavailable/damaged stock treatment [ ].

Demand evidence
Period [ ]; units sold [ ]; calendar days with usable stock available [ ]; stockout days and other distortions [ ]; known promotion/seasonality [ ].
Chosen daily demand [ ]; calculation/source and limitations [ ]. Historical sales during a stockout may understate demand. Define whether the forecast includes existing reserved orders so you do not consume or reserve the same demand twice.
If there are no available-stock days or no usable history, an observed daily average is undefined. Record a justified provisional estimate and sensitivity range if you use one; missing history is not evidence of zero future demand.

Supply and stock
Lead time in calendar days from order to usable receipt [ ]; source [ ]; uncertainty [ ].
Chosen safety buffer days and rationale [ ]; review interval days [ ]. The safety input is a planning allowance, not a guaranteed service level.
Usable on hand [ ]; confirmed on order [ ]; committed units not already deducted [ ].
Open order | units | expected usable date | confirmation/date | counted in this scenario?
[Reference | units | date | evidence | yes/no and reason]
Do not count a received order both on hand and on order.

Calculator fields
Average daily demand [ ]; Lead time [ ]; Safety buffer [ ]; Review interval [ ]; Usable units on hand [ ]; Confirmed units on order [ ]; Committed units [ ].
Stock position = usable on hand + useful confirmed on order - committed.
Reorder point = demand × (lead + safety); target = demand × (lead + safety + review).
If position is at/below the point, provisional quantity = max(0, ceiling(target - position)); otherwise the tool reports zero. This rule is defined by the tool and is not a guarantee that waiting until the next review is safe.

Dated availability check, separate from the aggregate calculator
Date/elapsed days | opening usable units after reservations | new demand until event | usable receipt | projected closing units | risk/action
[Event | units | forecast consumption | timely units | balance | decision]
Check projected depletion before each receipt. An order arriving after depletion cannot fill the earlier gap merely because it appears in the total. Negative projected units indicate an unmet requirement to investigate, not physically negative stock.

Before ordering: verify minimum/case size, usable-arrival date, cash, storage, expiry, and existing orders. Export base and adverse cases, then record the authorized decision. The tool places no order.

Your decision
Do on-hand, incoming, and committed counts describe the same SKU?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before you start
- Daily demand estimate: [Source or notes]
- Supplier lead time: [Source or notes]
- Stock and commitments: [Source or notes]

What you will make
A provisional reorder quantity with assumptions to confirm before ordering.

This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook, plus an optional Notion import ZIP with Markdown pages and CSV databases.

Worked example

See the worked-case summary

Fictional example included in edition 2.49.1.

Fictional case: Cedar Shop plans notebooks at 4 additional units/day, a 10-day lead time, 5 safety days, and a 7-day review interval. With 30 usable on hand, 20 confirmed incoming, and 5 reserved, stock position is 45; reorder point 60; target 88; provisional quantity 43. A 12-unit case size gives a 48-unit candidate. Five completed documents check dated receipts, cost/capacity, a damaged-stock correction, and high/low demand. A late incoming order can still create a shortage even if the aggregate position looks adequate.

Before you choose

What should I have ready for this kit?

Bring daily demand estimate, supplier lead time, stock and commitments. Mark anything you still need to check.

How do I know the work is finished?

A provisional reorder quantity with assumptions to confirm before ordering. Check your answers against the original records and note anything unresolved before sharing your work.

What is in the Notion import pack?

The download includes an optional NOTION-IMPORT.zip with authored Markdown page templates and sample-filled CSV databases. Import the files in Notion, then set field types and any database relations yourself. Alongside those files, you receive editable Markdown documents and an offline HTML workbook, plus an HTML calculator. Set up the imported pages and tables yourself. These are not native Excel, Canva, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.

Will this do the work for me?

The calculator models the inputs you provide. Check units, missing costs, and assumptions before using its results. You are responsible for checking the finished work. Custom implementation and professional review are not included.

Included Notion import files · fictional preview data

Small Shop Replenishment Desk

7 Notion page templates, 1 completed worked-case page and 3 sample-filled CSV databases. Extract the product download, then import NOTION-IMPORT.zip in Notion desktop or web.

04-Stock-Count-and-Exception.md

# Stock count · [SKU / location]
- Count date, time, and owner: [ ]
- Sellable units physically present: [ ]
- Reserved, damaged, or quality-hold units: [ ]
- Incoming purchase orders and expected dates: [ ]
- Recorded stock position: [ ]
- Difference and likely cause to investigate: [ ]
- Adjustment approved by: [ ]
- Sales window, stockout days, and unusual events: [ ]
- Recount or follow-up owner and date: [ ]

Do not hide a count difference by changing demand assumptions. Record a reason and review the source.

01-SKU-and-Supplier-Cards · sample database

SKU	Product and variant	Supplier reference	Lead time days	Minimum order quantity	Unit cost currency	Current unit cost	Supplier source and date	Planning status
AP-NAT-M	Sample linen apron / natural medium	Supplier A / approved contacts file	10	12	USD	12.00	Quote checked 10/10/2026	Active

Example rows are fictional. The import creates pages and databases; set property types and any relations inside Notion. You configure the tables after import.

Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.