Safety Stock Calculation

Also known as: Buffer Stock Calculation, Safety Inventory, Safety Stock Formula

Definition

Safety stock calculation determines the optimal buffer inventory to hold to protect against uncertainty in demand and supply. The right amount balances stockout risk against the cost of carrying extra inventory.

Basic Safety Stock Formula

Safety Stock = Z × σd × √L

Where:

  • Z = Service level factor (from Z-table)
  • σd = Standard deviation of daily demand
  • L = Lead time in days

Service Level Z-Values

Service Level Z-Value
90% 1.28
95% 1.65
97% 1.88
99% 2.33
99.9% 3.09

Safety Stock Calculation Example

Given:

  • Average daily demand: 100 units
  • Standard deviation of demand: 20 units
  • Lead time: 9 days
  • Desired service level: 95% (Z = 1.65)

Safety Stock = 1.65 × 20 × √9 = 1.65 × 20 × 3 = 99 units

Advanced Formulas

With Lead Time Variability

SS = Z × √(L × σd² + D² × σL²)

Where:

  • σL = Standard deviation of lead time
  • D = Average daily demand

King’s Formula (Simple)

SS = Z × σd × √(L + Review Period)

Factors Affecting Safety Stock

Higher Safety Stock Lower Safety Stock
High demand variability Stable demand
Long lead times Short lead times
Unreliable suppliers Reliable suppliers
High service requirements Lower service targets
High stockout cost Low stockout cost

Safety Stock Trade-offs

Lower Safety Stock Higher Safety Stock
Lower carrying cost Higher carrying cost
More stockouts Fewer stockouts
Less cash tied up More cash tied up
Higher service risk Lower service risk

Best Practices

  1. Calculate by SKU (not averages)
  2. Review and adjust regularly
  3. Consider lead time variability
  4. Account for demand seasonality
  5. Balance with service level targets
  6. Use historical data for inputs
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