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Practitioner · Course 2: Replenishment · Lesson 5 of 5

Building a complete replenishment worksheet

Level: PractitionerTime: 45 minutesOrder used: A basic T-shirt style similar to Order A, sold domestically by Cedar & Co. through its own shops and a small wholesale accountTool: Replenishment worksheet
For a domestic buyer or planner assembling every replenishment step into one complete worksheet. Lessons 2.1 to 2.4 are useful background, not required, since this lesson restates each step it uses.
BuyerCedar & Co., domestic, hybrid selling model
ChannelsCedar & Co.'s own 12 shops plus a small wholesale account
StyleA basic T-shirt, similar in construction to Order A
This lesson's taskAssemble the candidate check, reorder point, quantity, and rate check into one worksheet
What this lesson setsThe complete, working replenishment worksheet
Not set hereStore-level allocation, covered separately in Track 21 Course 1
02Opening

This page explains how to assemble a complete replenishment worksheet, combining the candidate check, reorder point, replenishment quantity, and sales-rate check into one connected working tool

This page explains assembling a complete replenishment worksheet: bringing the separate checks and calculations already taught in this course together into one connected tool used every cycle. It is for a domestic buyer or planner, such as one at Cedar & Co., managing a hybrid style sold through more than one channel.

At work, each of the replenishment steps taught so far, checking whether a style is a candidate, setting its reorder point, calculating its quantity, and checking its current sales rate, is genuinely useful on its own, but running them as separate, disconnected checks each cycle is slow and easy to get out of step. A complete worksheet links the four steps so that a change flagged in one, such as a rate change, automatically feeds the ones that depend on it. This lesson gives you the method for assembling that complete worksheet and reading it as one connected tool.

03Before you start

You need: lessons 2.1 to 2.4's individual methods are useful background but not required, since each is restated here.

By the end of this lesson you can:

  • state why the four replenishment steps work better linked in one worksheet than run separately each cycle;
  • read a complete replenishment worksheet row from candidate check through to final order quantity;
  • apply the full method, in order, to a real hybrid style in a single pass;
  • identify which worksheet column would need updating first if a channel's own sales rate changes;
  • avoid the common mistake of updating one worksheet column without checking whether it should change the others.

Not covered here: allocating a style's first shipment across stores, covered in Track 21 Course 1; store-level detail below the combined worksheet total.

04Key terms
TermMeaning
ReplenishmentOrdering more of a style that is already selling, based on how it is performing, rather than a first, unsold shipment.
Reorder pointThe quantity of stock remaining at which a Make to Stock buyer places its next production order against the standing forecast.
Weekly sales rateThe average number of pieces of a style sold in one week, found by dividing total pieces sold by the number of weeks elapsed.
Replenishment cycleOne repeating round of Make to Stock production, run against a forecast rather than a single confirmed order.
Opening stockThe stock a retailer holds at the very start of a given week, before that week's own intake or sales are counted.
Hybrid selling modelA brand that sells through more than one route to market at once, for example wholesale and its own direct retail, often at different prices.
05Teaching
The rule

A complete replenishment worksheet links the candidate check, reorder point, replenishment quantity, and rate check so that a change in one step correctly carries into the others

Run separately, each replenishment step this course has taught, the candidate check, the reorder point, the replenishment quantity, and the sales-rate check, is correct on its own but disconnected from the others. A complete worksheet links them in one row per style, so that a weekly sales rate confirmed in the rate check automatically feeds the reorder point and replenishment quantity calculations that depend on it, instead of each being updated separately and possibly falling out of step.

Candidatecheck Reorderpoint Replenishmentquantity Ratecheck
A complete replenishment worksheet links the candidate check, reorder point, replenishment quantity, and rate check in one connected row. A rate change confirmed in the rate check must correctly carry into the reorder point and quantity that depend on it, not be recorded in isolation.
What you meet in real life

The same four linked steps apply everywhere; what differs is which channel figures feed the combined rate

What can differThe shapes you will meetWhy it matters
Domestic, hybrid, buyer-managedCedar & Co. combines its own 12 shops' sales with its small wholesale account's sell-through into one worksheet row per style.A hybrid domestic buyer runs every step itself, so the same person must keep all four steps in step with each other.
Export, single-channel, factory-managedDelta Garments manages a worksheet row for a Northline Apparel style sold through one export channel only.A single-channel style's combined rate is simply that channel's own rate, slightly simplifying the rate-check step.
A newly confirmed candidateA style that has just passed lesson 2.1's three-condition candidate check for the first time this cycle.A first-time candidate needs its reorder point and quantity calculated fresh, with no previous cycle's figures to carry forward.
An established style already mid-cycleA style already several replenishment cycles into its life, with historical rates from previous cycles available.An established style's rate check can compare against several previous cycles, not only the immediately preceding one.
The case we follow

Cedar & Co. assembles one complete worksheet row for its T-shirt style, combining all four replenishment steps

Cedar & Co.'s T-shirt style, sold through its own 12 shops and a small wholesale account, is checked at the start of a new replenishment cycle. Cedar & Co.'s buyer works through the complete worksheet row: confirming the style is still a candidate, checking its current combined rate against the last cycle's rate, then recalculating the reorder point and replenishment quantity from whichever rate is now correct.

QuestionRunning each step as a separate, disconnected checkUsing one linked worksheet row
Does a rate change carry into the reorder point?Only if someone remembers to update it separatelyYes, the linked row carries it through automatically
Can the buyer see the whole picture for one style at once?Only by gathering four separate recordsYes, one row shows candidate status, rate, reorder point, and quantity together
What happens if the candidate check now fails?The other three steps might still be run regardlessThe row correctly stops before calculating a reorder point or quantity
The worked number

Cedar & Co.'s complete worksheet row recalculates a 966-piece replenishment quantity from its own confirmed 322-piece combined weekly rate

Cedar & Co.'s buyer works the linked row through all four steps for the current cycle.

Step 1, candidate check: confirmed sales, factory capacity, and season time all hold — candidate confirmed
Step 2, combined weekly rate: own shops 210 + wholesale account 112 = 322 pieces per week
Step 3, reorder point: (322 × 4-week lead time) + 15% safety stock = 1,288 + 193 = 1,481 pieces
Step 4, replenishment quantity: target (322 × 4-week cycle = 1,288) minus 322 pieces opening stock = 966 pieces
Candidate: confirmedRate: 322/week Order966 pieces
Cedar & Co.'s linked row carries a confirmed candidate status and a 322-piece combined rate through to a final 966-piece replenishment quantity. Each figure in the chain depends directly on the one before it, kept in step within a single row.
The method

Six steps that assemble and run a complete replenishment worksheet row for one style each cycle

  1. Run the candidate check first. Confirm confirmed sales, factory capacity, and remaining season time all still hold before continuing.
  2. Calculate the current combined weekly sales rate across every channel the style sells through. Add every channel's own rate together for a hybrid style.
  3. Compare the combined rate against the rate the worksheet last used, and confirm any gap is sustained. Update the worksheet's own rate figure only once a real, sustained change is confirmed.
  4. Recalculate the reorder point from the current rate, lead time, and safety stock allowance. Let the linked rate figure feed this calculation automatically rather than re-entering it by hand.
  5. Recalculate the replenishment quantity from the current target stock level and current opening stock. Use the same current rate the reorder point step just used.
  6. Record the completed row and repeat the whole sequence next cycle. A worksheet is only as reliable as its being run in full, in order, every cycle.
The trap

A common mistake is updating one worksheet column, such as the sales rate, without checking whether it should change the reorder point and quantity that depend on it

A common mistake is noticing a rate change and updating only the rate column, leaving the reorder point and replenishment quantity columns showing figures calculated from the old rate. If Cedar & Co.'s buyer had updated the combined rate to 322 pieces per week but left the reorder point and quantity at figures calculated from an earlier, lower rate, the worksheet would display an internally inconsistent row: a rate figure suggesting one order size, and a quantity column still showing another, undermining the whole point of linking the steps together.

06In plain words

A complete replenishment worksheet brings four separate checks, whether a style is still a candidate, what its current combined sales rate is, what its reorder point should be, and how much to order, into one connected row run every cycle. The value of linking them is that a change confirmed in one step, most often a sales rate change, correctly carries into every later step that depends on it, instead of being recorded in isolation while the rest of the row quietly falls out of date. Running all four steps in order, every cycle, and updating every column a change actually affects, keeps the worksheet a reliable single source for a replenishment decision.

07Quick check
  • A complete worksheet links the candidate check, rate check, reorder point, and replenishment quantity in one row.
  • A rate change confirmed in one step must carry through to every later step that depends on it.
  • A hybrid style's combined rate is every channel's own rate added together, checked before recalculating anything else.
  • Cedar & Co.'s linked row moved from a confirmed candidate through a 322-piece rate to a 966-piece order.
  • Updating one column, such as the rate, without checking the others creates an internally inconsistent worksheet row.
08Workplace scenario

Cedar & Co.'s buyer must decide whether to trust a worksheet row where the rate column was updated but the quantity column was not

Cedar & Co.'s buyer opens the replenishment worksheet to place this cycle's order and finds an inconsistency in the T-shirt style's row.

  • The rate column shows the current confirmed combined rate of 322 pieces per week, updated earlier this week.
  • The reorder point and replenishment quantity columns still show figures calculated from last cycle's lower 280-piece rate.
  • The order deadline for this cycle's production slot is later today.
Cedar & Co., buyer's note: "The rate column shows 322 pieces per week, updated this week, but the reorder point and quantity columns still show last cycle's 280-piece figures. The order deadline is today. Should I place the order using the existing quantity figure, or recalculate first?"

Should Cedar & Co.'s buyer place the order using the existing, outdated quantity figure to meet today's deadline, or recalculate the reorder point and quantity from the updated 322-piece rate first? Decide before you open the answer.

Show decision

Recalculate the reorder point and quantity from the updated 322-piece rate before placing the order. The rate column has already been correctly updated; leaving the reorder point and quantity columns on the old 280-piece rate would place an order sized to demand the style no longer has, which is exactly the inconsistency this lesson's trap describes.

First, why the deadline does not justify skipping the recalculation. Recalculating a reorder point and quantity from an already-known rate takes only a few minutes, well within the time remaining before today's deadline, and is far faster than correcting an undersized order once it is already placed.

Second, why placing the outdated quantity would defeat the purpose of updating the rate at all. Updating the rate column only matters if the figures that depend on it are recalculated from it; otherwise the update is recorded but never actually used.

Cedar & Co.'s buyer should recalculate the reorder point and replenishment quantity from the current 322-piece rate, then place the freshly calculated order before today's deadline, rather than submitting the outdated 280-piece-based figure. This closes the course: every replenishment step, from candidate check to final quantity, now runs as one connected worksheet.

09What it costs

Placing the outdated 280-piece-rate order instead of the recalculated 322-piece-rate order risks a shortfall of about 168 pieces across the cycle

Framed in lost sales rather than a single penalty figure: the outdated rate understates real combined demand across the whole 4-week cycle.

Current confirmed combined rate: 322 pieces per week
Outdated rate still reflected in the unrecalculated order: 280 pieces per week
Weekly shortfall if the order is not recalculated: 322 − 280 = 42 pieces per week
Shortfall compounded across the 4-week cycle: 42 × 4 = 168 pieces
Lost sales value at Cedar & Co.'s own shop price, similar to Order A's own 19.90: 168 × 19.90 = USD 3,343.20

Placing an order still based on the outdated 280-piece rate, once the combined rate has already been confirmed at 322 pieces, risks a 168-piece shortfall across the cycle, worth approximately USD 3,343.20 in lost sales that a fully linked worksheet, recalculated in the same pass as the rate update, would have avoided.

10Working template

Replenishment worksheet: the complete linked workbook this course builds

The workbook's four sheets, "Candidate check," "Rate check," "Reorder point," and "Replenishment quantity," are linked so that the confirmed rate on one sheet feeds the reorder point and quantity calculations on the others automatically for the same style row.

Cedar & Co.'s own row runs all four linked sheets for its T-shirt style: a confirmed candidate, a 322-piece combined rate, a 1,481-piece reorder point, and a 966-piece replenishment quantity, each recalculated from the one before it.

Download the Replenishment worksheet (Excel)

11Check yourself

1. What is the main advantage of linking the four replenishment steps into one worksheet row instead of running them as separate checks?

2. A worksheet row shows an updated combined rate of 350 pieces per week, but the reorder point column still reflects an old 300-piece rate. What should happen before the order is placed?

3. In a complete replenishment worksheet, which step must be run first, before the reorder point or replenishment quantity are calculated?

12Glossary
ENARFRTRMeaning
Replenishmentتجديد المخزونRéapprovisionnementStok yenileme (replenishment)Ordering more of a style that is already selling, based on how it is performing, rather than a first, unsold shipment.
Reorder pointنقطة إعادة الطلبPoint de recommandeYeniden sipariş noktasıThe quantity of stock remaining at which a Make to Stock buyer places its next production order against the standing forecast.
Weekly sales rateمعدل المبيعات الأسبوعيTaux de vente hebdomadaireHaftalık satış oranıThe average number of pieces of a style sold in one week, found by dividing total pieces sold by the number of weeks elapsed.
Replenishment cycleدورة تجديد المخزونCycle de réassortYeniden stoklama döngüsüOne repeating round of Make to Stock production, run against a forecast rather than a single confirmed order.
Opening stockالمخزون الافتتاحيStock d'ouvertureAçılış stokuThe stock a retailer holds at the very start of a given week, before that week's own intake or sales are counted.
Hybrid selling modelنموذج بيع مختلطModèle de vente hybrideKarma satış modeliA brand that sells through more than one route to market at once, for example wholesale and its own direct retail, often at different prices.
13Next

Course 3, lesson 1: Why a stock system's own count and the real shelf count can differ

You now know how to build a complete replenishment worksheet. The next course turns to inventory accuracy, starting with why a stock system's own recorded count and the real shelf count can differ. Back to the course map

14Ladder

RecognizeTell a complete, linked worksheet row apart from four separately run, disconnected checks.
ConnectSee how a confirmed rate change carries automatically into the reorder point and quantity that depend on it.
CompareTell a hybrid domestic buyer's own combined-channel row apart from a single-channel export row.
DecideRun all four linked steps, in order, every cycle, and recalculate every column a confirmed change actually affects.