Nothing tells you what to reorder, how much, and when each item runs out.
For Excel and Google Sheets users
A purchasing workbook for Excel or Google Sheets
Keep your inventory in a spreadsheet? Upload an item list with what is on hand and your sales lines, and Purchase Planning in ChatGPT tells you what to reorder, how much, and when each item runs out.
Where Excel or Google Sheets stops
Reorder levels, where you keep them, are typed by hand and stay put when demand changes.
Working it out in a spreadsheet every week takes hours.
How it works
- 1
Create a free account
Sign up, pick Excel or Google Sheets as your system, and add Purchase Planning in ChatGPT as the setup page shows. Claude setup is coming shortly.
- 2
Export two sheets
- Item list, one row per item: Item or SKU and On hand (helpful: Description, Vendor, Unit cost, Reorder point, Lead time, Location).
- Sales history, one row per sales line, the last 36 months (at least 12): Item or SKU, Date, Quantity. Returns as negative quantities.
- Optional: open purchase order lines: PO number, Item or SKU, Quantity ordered (helpful: Quantity received, Vendor, Expected date).
- Column names do not have to match exactly; if one is not recognised, tell the assistant which column to use.
- Google Sheets: File > Download > Microsoft Excel (.xlsx). Excel: save as .xlsx or .csv.
- 3
Get the workbook
In ChatGPT, attach the files in the chat, ask what to reorder and download the workbook.
Good to know
- Free to start, and set up entirely by you: no call with us. Real data only; there is no sample mode.
- When you tell it to create a purchase order, Purchase Planning builds it, one per vendor, for you to send to your supplier.
- We keep a copy of your uploads for your company, holding only the columns we use (customer names and contact details are not kept). Workbooks are kept 7 days. Each company sees only its own uploads.
- Delete account on your account page removes your uploads and workbooks.
Contact us
Questions about Excel or Google Sheets?
Tell us about your setup and we will get back to you.