Reorder Point with Safety Stock

Excel Formulas › Retail & Inventory

All versions

A reorder point triggers a new order before you run out: average demand over the lead time, plus a safety stock buffer for variability. Cross it, and it’s time to reorder.


Quick formula: reorder point = lead-time demand + safety stock:
=daily_demand * lead_time_days + safety_stock
Expected demand during the lead time, plus a buffer, is the stock level that triggers a reorder.

The example

20/day, 7-day lead, 30 buffer.

AB
1ItemValue
2Lead-time demand140
3+ Safety stock30 → 170 units

The formula

The formula:

=B2 * B3 + B4 // demand × lead + buffer

How it works

How it works:

  1. Lead-time demand = average daily demand × lead time in days — what you’ll sell while waiting.
  2. Safety stock buffers against demand spikes and supplier delays.
  3. Add them: when on-hand stock drops to this reorder point, place a new order.
  4. A common safety-stock rule: Z × demand_std × SQRT(lead_time) for a target service level.

Sizing safety stock: a simple buffer is a flat number of days’ demand. A statistical version — Z * demand_std_dev * SQRT(lead_time) — sets the buffer for a chosen service level (Z = 1.65 for ~95%). More buffer cuts stockouts but ties up cash; pick the Z that matches your tolerance.

Try it: interactive demo

Live demo

Daily demand, lead time, safety stock.

Reorder point:

Variations

Lead-time demand

No buffer:

=daily_demand * lead_time_days

Statistical safety stock

Service level:

=1.65 * demand_std * SQRT(lead_time)

Days of buffer

Flat days:

=daily_demand * buffer_days

Pitfalls & errors

Match the units. Daily demand needs lead time in days — keep time units aligned.

Buffer trade-off. More safety stock means fewer stockouts but more cash tied up.

Update demand. Recalculate average demand as sales trends shift.

Practice workbook

📊
Download the free Reorder Point with Safety Stock practice workbook
A reorder-point sheet with the lead-time, statistical-safety, and days-buffer variants, plus 4 challenges with answers. No sign-up required.

Frequently asked questions

How do I calculate a reorder point in Excel?
Add lead-time demand and safety stock: =daily_demand * lead_time_days + safety_stock. When stock hits this level, reorder.
How do I set safety stock?
A simple buffer is a few days of demand; a statistical version is =Z * demand_std * SQRT(lead_time), with Z = 1.65 for ~95% service.
What is lead-time demand?
The average demand expected during the supplier lead time: daily_demand × lead_time_days.

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