Wholesale Order Planner by Season and Budget

Takes the owner's season, total buying budget, vendor line sheets, and sales notes, and builds a clear order plan.

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Before and after

BEFORE · what the owner typed

Planning fall for my shop Goldstead Boutique, 7658 Fawnstead St, Harthaven. Kristen Daniels helps me buy. Budget for fall is $9,000 and I want to keep $1,500 back for reorders. Last fall knitwear and scarves sold out by early November, jewelry was OK, candles barely moved. Vendors: Grovestead Knitworks (Kurt Dillon is the rep, 330-555-0144): cable cardigans $38 each, merino scarves $14 each, min order $1,500. Lance Fields Studio: hammered brass cuffs $11 each, min order $400. Laura Fowler Candle Co: soy candles in the Ember Fig scent $7 each, min order $350. I want about 55% on knitwear and scarves combined, 30% jewelry, 15% candles. Cardigans should get $3,000 and scarves the rest of the knitwear money. I sell cardigans at $85 and scarves at $32, cuffs at $28, candles at $16.

AFTER · what the skill produced

Fall Wholesale Order Plan, Goldstead Boutique

Budget summary

Total fall budget: $9,000
Held back for reorders: $1,500
Available for opening orders: $7,500

Category split (based on your notes that knitwear and scarves sold out last fall and candles barely moved)

Knitwear and scarves: 55% = $4,125
Jewelry: 30% = $2,250
Candles: 15% = $1,125
Total: $7,500

Line by line
| Vendor | Item | Unit cost | Units | Line cost |
|---|---|---|---|---|
| Grovestead Knitworks | Cable cardigans | $38 | 78 | $2,964 |
| Grovestead Knitworks | Merino scarves | $14 | 82 | $1,148 |
| Lance Fields Studio | Hammered brass cuffs | $11 | 204 | $2,244 |
| Laura Fowler Candle Co | Ember Fig soy candles | $7 | 160 | $1,120 |

How the units were worked out

Cardigans: $3,000 divided by $38 is 78 whole units, which costs $2,964.
Scarves: $4,125 minus $3,000 is $1,125, divided by $14 is 80 whole units. We recommend using the $36 left over from cardigans too: $1,125 plus $36 is $1,161, divided by $14 is 82 units, costing $1,148.
Cuffs: $2,250 divided by $11 is 204 whole units, costing $2,244.
Candles: $1,125 divided by $7 is 160 whole units, costing $1,120.

Minimum order check

Grovestead Knitworks: cardigans plus scarves come to $4,112, which is over the $1,500 minimum.
Lance Fields Studio: $2,244 is over the $400 minimum.
Laura Fowler Candle Co: $1,120 is over the $350 minimum.

Order total and what is left

Total opening orders: $2,964 + $1,148 + $2,244 + $1,120 = $7,476
Left unspent from the available amount: $7,500 minus $7,476 = $24
Check: $7,476 + $1,500 holdback + $24 unspent = $9,000

Retail value at your prices

Cardigans: 78 x $85 = $6,630
Scarves: 82 x $32 = $2,624
Cuffs: 204 x $28 = $5,712
Candles: 160 x $16 = $2,560
Total retail value: $17,526

Note: Kurt Dillon at Grovestead Knitworks can be reached at 330-555-0144 if you want to confirm the order with him. Kristen Daniels may want to review the unit counts before you submit.

Questions for the owner

What are the order deadlines or ship windows for each vendor?
Do any vendors sell in size or color packs that change how many units you can order?
Are shipping costs or freight added to these wholesale prices? If so, what are they?
Do you want the $24 left over moved to the reorder holdback?

What it does

Takes the owner's season, total buying budget, vendor line sheets, and sales notes, and builds a clear order plan. It splits the budget across categories and vendors, works out how many units each line can afford, and checks that the total stays within budget.

Use it when: Use when a boutique owner needs to plan a wholesale buying order for a season within a set budget, such as: plan my fall order, how much should I buy from this vendor, split my buying budget, or build my spring wholesale order.