Open-to-Buy (OTB) Planning Template
A structured OTB planning template for apparel brands — covers beginning-of-period inventory, planned sales, planned receipts, ending inventory targets, and OTB calculation by department and period.
What this template is for
The Open-to-Buy Planning Template gives apparel brands a structured framework for calculating and managing their OTB budget across departments and planning periods. It translates high-level financial targets — planned sales, margin goals, and ending inventory — into a receipt plan that constrains buying decisions before purchase orders are placed.
It is designed for brands planning in flat spreadsheets without a connected system. The template imposes the financial discipline of OTB without requiring a platform, but has structural limitations that become material as complexity grows.
Best for: Apparel brands with 1–3 departments managing one seasonal OTB, planning in periods (months or quarters). Works for both DTC and wholesale channels when planned separately.
Get the free OTB template.
The most-used open-to-buy template for mid-market apparel planning teams. Pre-built formula logic, seasonal structure, and variance tracking.
- Monthly OTB calculation with beginning inventory, on-order, and planned sales inputs
- Category-level splits and carry-over tracking built in
- Variance columns for plan vs. actual OTB tracking in-season
- Used by apparel brands managing mid-market seasonal buy budgets
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