Open To Buy Spreadsheet May 2026

Planned OTB=Planned Ending Inventory+Planned Sales+Planned Markdowns−Planned Beginning InventoryPlanned OTB equals Planned Ending Inventory plus Planned Sales plus Planned Markdowns minus Planned Beginning Inventory

Rows for Beginning of Month (BOM) and End of Month (EOM) inventory levels.

Expected discounts or price reductions to move older stock. open to buy spreadsheet

3 Reasons Open-to-Buy is THE Critical Planning Tool for Retailers

A calculation to ensure you aren't over-investing relative to your sales volume. Why Retailers Use OTB Spreadsheets Why Retailers Use OTB Spreadsheets An spreadsheet is

An spreadsheet is a vital retail inventory planning tool that tells you exactly how much budget is available to purchase new merchandise for a specific period. It serves as a financial roadmap, helping you balance your sales goals with current stock levels to avoid tying up cash in stagnant inventory or losing sales due to stockouts. The Core OTB Formula

Your forecast of how much you expect to sell during the month. Usually broken down by month or season to

Usually broken down by month or season to track changes over time.