01 / INCLUDED
Inventory planning workbook
A shared item catalog, location stock plan, and count reconciliation log. Reorder formulas calculate suggested purchase packs and flag missing inputs or duplicate records.
INVENTORY MANAGEMENT TOOLKIT
Bring item records, location counts, and replenishment decisions into one practical routine. A standalone toolkit for behavioral health operations and facility supply teams.
Build a consistent count and ordering process with an Excel workbook, an implementation guide, an editable SOP, and printable working sheets.
Sales opening soon. Pricing and checkout will be announced before purchases open.
WHAT’S INSIDE
Each resource supports a specific step in the process. The workbook starts blank so your team can enter its own items, locations, and planning assumptions.
01 / INCLUDED
A shared item catalog, location stock plan, and count reconciliation log. Reorder formulas calculate suggested purchase packs and flag missing inputs or duplicate records.
02 / INCLUDED
Setup instructions, field definitions, a worked reorder example, a practical inventory procedure, and a two-week rollout checklist.
03 / INCLUDED
Adapt roles, count frequency, receiving, transfers, approvals, and review routines to your facility. Supplied as an editable Markdown document.
04 / INCLUDED
A physical count sheet and weekly action log inside the PDF guide. Record counts, exceptions, owners, and next steps.
A LOOK AT THE METHOD
Use your own demand, lead time, buffer, and supplier pack size. Review each suggestion before approving an order.
Illustrative example only. These are not recommended facility stock levels.
40 rolls needed, rounded up to 48 rolls in whole cases. The guide shows every input and calculation.
BEFORE YOU CHOOSE
The workbook supports a manual inventory routine. It does not connect to live inventory systems, place orders, or automatically apply approved count changes. Use a current spreadsheet application that supports Excel formulas.
Parhaven access, pilot participation, personalized setup, and consulting are not included in the toolkit. If your team needs help implementing the process, ask about a separately scoped engagement.
Yes. Each stock-plan row represents one location and item. The first edition has room for 100 location-item combinations across your locations, plus 100 catalog items and 100 count records.
No. This is a downloadable toolkit built around an Excel workbook and implementation resources. Parhaven is a separate, functional inventory app currently recruiting pilot facilities.
Checkout is not open yet. Email us for package details and availability. No payment is collected on this website.
START WITH YOUR INVENTORY PROCESS
Tell us about your locations, current process, and where counts or replenishment get difficult.