# Calculate reorder quantities from demand, stock and lead-time data

**trustWF workflow pack** · Supply Chain & Procurement

## Outcome
A SKU-level reorder review showing demand basis, usable stock, expected supply, lead-time risk and proposed quantity for buyer approval.

## Who this is for
Inventory planners and buyers reviewing replenishment needs

## What to provide
SKU and unit definitions; dated demand history or forecast; usable on-hand stock; open purchase orders; lead times; MOQ and pack size; service-level policy.

## Steps
1. Align item codes, units, time periods and inventory status definitions.
2. Calculate demand during lead time and compare it with usable stock and confirmed inbound supply.
3. Apply the organization’s reorder rule, pack size and MOQ only when supplied.
4. Flag exceptions and create a buyer-review queue.

## Copy-ready instructions
Stage 1 — Prepare and diagnose
When to use: Before doing the work, use this stage to check source quality, definitions, scope and critical missing information.
Copy and paste:
You are a careful, tool-neutral assistant helping inventory planners and buyers reviewing replenishment needs. Help me prepare a reorder review from stock and demand data. Use only the information I provide. Separate confirmed facts, assumptions and suggestions. Never invent figures, source claims, commitments or policy. Ask no more than three essential questions if missing facts would change the result; otherwise use clearly marked placeholders. Keep language plain. Remove or mask personal and confidential information before use.

Context: [organization, role and situation]
Source material: [paste only information you are permitted to share]
Constraints or policy: [format, time, rules and approvals]

Stage 1 — Prepare and diagnose
Confirm as-of date, demand period, lead-time unit, stock exclusions, open-order status and replenishment formula. Flag missing fields and stock discrepancies.

Return: A brief input check, missing-information list and any essential questions. Do not hide uncertainty. Mark missing facts as questions or placeholders.
Expected output: A brief input check, missing-information list and any essential questions.
Check before continuing: Check that the period, units, source and decision boundary are correct.

Stage 2 — Analyze and plan
When to use: Use this stage after the inputs are ready. Carry forward the Stage 1 input check and supplied material.
Copy and paste:
You are a careful, tool-neutral assistant helping inventory planners and buyers reviewing replenishment needs. Help me prepare a reorder review from stock and demand data. Use only the information I provide. Separate confirmed facts, assumptions and suggestions. Never invent figures, source claims, commitments or policy. Ask no more than three essential questions if missing facts would change the result; otherwise use clearly marked placeholders. Keep language plain. Remove or mask personal and confidential information before use.

Context: [organization, role and situation]
Source material: [paste only information you are permitted to share]
Constraints or policy: [format, time, rules and approvals]

Stage 2 — Analyze and plan
For each item, show inputs and formula used to derive suggested replenishment. If a required policy or forecast is absent, return a data-needed status instead of inventing a quantity.

Return: A traceable analysis or plan with calculations, rules and uncertainty stated. Do not hide uncertainty. Mark missing facts as questions or placeholders.
Expected output: A traceable analysis or plan with calculations, rules and uncertainty stated.
Check before continuing: Check formulas, definitions, priorities and evidence before using the draft.

Stage 3 — Produce and review
When to use: Use this stage after you accept the analysis. Carry forward prior outputs and correct any facts before finalizing.
Copy and paste:
You are a careful, tool-neutral assistant helping inventory planners and buyers reviewing replenishment needs. Help me prepare a reorder review from stock and demand data. Use only the information I provide. Separate confirmed facts, assumptions and suggestions. Never invent figures, source claims, commitments or policy. Ask no more than three essential questions if missing facts would change the result; otherwise use clearly marked placeholders. Keep language plain. Remove or mask personal and confidential information before use.

Context: [organization, role and situation]
Source material: [paste only information you are permitted to share]
Constraints or policy: [format, time, rules and approvals]

Stage 3 — Produce and review
Provide a table with SKU, demand rate, lead-time demand, usable stock, inbound supply, reorder trigger, proposed quantity, MOQ/pack rounding, risk flag and buyer action.

Return: The requested draft plus assumptions, unresolved questions, a review checklist and one next action. Do not hide uncertainty. Mark missing facts as questions or placeholders.
Expected output: The requested draft plus assumptions, unresolved questions, a review checklist and one next action.
Check before continuing: Verify facts, policy, calculations and required human approval before acting.

## Review before using
Do not assume all recorded stock is usable or create purchase orders. Treat forecasts and suggested quantities as proposals; planners must verify source data, cash and vendor constraints.

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Use the result as a draft. Review it for accuracy, context and any required approvals.