Supplier Pack & Order Quantity Planner methodology

netNeedUnits = maximum of zero and required units less stock and on-order units

requiredPacks = maximum of minimum packs and net need rounded up by pack size

orderUnits = required packs × pack size

excessUnits = maximum of zero and order units less net need

shortfallUnits = maximum of zero and net need less order units

cashRequiredExTax = order units × unit cost

storageFeasible = order units are within storage capacity

cashFeasible = cash required is within cash cap

orderFeasible = storage and cash constraints are both satisfied

Money inputs and outputs use the currency selected in the scenario without changing the canonical methodology. Rates, margins, utilisation and buffers are entered as percentages and converted to decimal values for calculation.

• All inputs must be finite and remain inside the visible validation boundaries.
• Whole-unit and whole-day fields reject fractional values.
• Percentages remain inside the closed range from 0% to 100%.
• Invalid denominators return an explicit unavailable result or fail closed; NaN and Infinity are never displayed.
• Pack size must be positive and packs, stock, on-order, required units and storage capacity must be whole units.
• The required order is never silently reduced when storage or cash is insufficient.

Required units minimum

requiredUnits ≥ 0 whole units/replenishment plan — A lower value is rejected before calculation.

Required units maximum

requiredUnits ≤ 100,000,000 whole units/replenishment plan — A higher value is rejected before calculation.

Supplier pack size minimum

packSizeUnits ≥ 1 units/pack — A lower value is rejected before calculation.

Supplier pack size maximum

packSizeUnits ≤ 100,000,000 units/pack — A higher value is rejected before calculation.

Minimum packs minimum

minimumPacks ≥ 0 whole packs/order — A lower value is rejected before calculation.

Minimum packs maximum

minimumPacks ≤ 100,000,000 whole packs/order — A higher value is rejected before calculation.

Current usable stock minimum

currentUsableStockUnits ≥ 0 whole units on hand/replenishment plan — A lower value is rejected before calculation.

Current usable stock maximum

currentUsableStockUnits ≤ 100,000,000 whole units on hand/replenishment plan — A higher value is rejected before calculation.

Confirmed on-order units minimum

confirmedOnOrderUnits ≥ 0 whole units on order/replenishment plan — A lower value is rejected before calculation.

Confirmed on-order units maximum

confirmedOnOrderUnits ≤ 100,000,000 whole units on order/replenishment plan — A higher value is rejected before calculation.

Unit cost minimum

unitCostExTax ≥ 0 currency units/unit, ex tax — A lower value is rejected before calculation.

Unit cost maximum

unitCostExTax ≤ 10,000,000 currency units/unit, ex tax — A higher value is rejected before calculation.

Storage capacity minimum

storageCapacityUnits ≥ 0 whole units/order storage capacity — A lower value is rejected before calculation.

Storage capacity maximum

storageCapacityUnits ≤ 100,000,000 whole units/order storage capacity — A higher value is rejected before calculation.

Cash cap minimum

cashCapExTax ≥ 0 currency units/supplier order, ex tax — A lower value is rejected before calculation.

Cash cap maximum

cashCapExTax ≤ 10,000,000 currency units/supplier order, ex tax — A higher value is rejected before calculation.

• All inventory, sales, cost, target, capacity and cash values are supplied by the user.
• Money inputs use one consistent ex-tax currency basis and records refer to the same cohort or planning period.
• The engine retains raw precision; display formatting never feeds back into calculation.
• No jurisdiction, provider fee, industry benchmark or current policy value is embedded.

This planner has no current policy-data dependency. Its commercial assumptions are user supplied. Registered family-level regression suites exercise the shared business-logic engine and worked-result reconciliation.

• Supplier pack size, minimum order and unit cost must be verified against the current quote.
• Storage and cash flags test only the entered caps and do not alter the required pack order.
• Lead time, supplier availability, demand variability and shelf life require separate planning.

This is educational decision support, not tax, accounting, legal or financial advice. Check the treatment of your actual transactions under the rules that apply to your business and seek qualified advice where appropriate.

Registered family-level suites test formula invariants and example reconciliation; the release ledger records that coverage without claiming a separate oracle for every line of public copy. There is no official threshold or benchmark to refresh for this planner. Commercial inputs remain user-supplied because they vary by business and contract.

1. 2026-07-16: Initial public release of the Supplier Pack and Order Quantity planner and methodology.