Free editable resources
Standardize the inputs before you compare calculators, facilities, scenarios, or vendor quotes. Every template is a simple CSV that opens in Excel, Google Sheets, and most planning tools.
Ready-to-use CSV files
Give operations, facilities, engineering, safety, finance, and procurement teams a consistent working file.
Capture building dimensions, current pallet positions, inventory, clear height, equipment, and growth inputs consistently.
When to use it: Use before a capacity study, layout comparison or quote request so every scenario starts from the same measured building and inventory facts.
Document rack location, component observations, photos, isolation status, ownership, and closure dates.
When to use it: Use during routine and event-triggered rack observations to preserve location, visible condition, controls, ownership and closeout evidence.
Normalize scope, equipment, engineering, permitting, installation, exclusions, schedule, warranty, and total price.
When to use it: Use after issuing one requirements package and before ranking proposals so exclusions, allowances, interfaces and acceptance are normalized.
Organize equipment, installation, engineering, permits, facilities work, technology, downtime, contingency, and operating cost.
When to use it: Use from early screening through approval to keep equipment, installation, professional, transition, recurring and risk costs separate.
Capture SKU velocity, cube, handling unit, pick frequency, affinity, replenishment, and proposed zone.
When to use it: Use before changing pick faces, forward-pick assignments, putaway rules or replenishment parameters so SKU and location evidence remains auditable.
Use consistent inputs
Record the source, date, unit, owner, and confidence for important inputs. That makes it easier to revisit an estimate when a dimension, inventory forecast, price, or operating assumption changes.
Protect the raw data
Store floor plans, photos, rack labels, equipment specifications, quotes, and approvals with the working file. Calculations should point back to evidence instead of becoming unsupported numbers.
Free warehouse upgrade report
Turn your inputs into a free preliminary Warehouse Upgrade Report, then connect with relevant specialists when you are ready.
