Retail Open-to-Buy

A merchandising purchase budget KPI. Distinct from stock-to-sales (coverage ratio) and GMROI (productivity).

OTB = planned sales + planned ending inventory − BOM − on-order.

Tip: Keep “Planned Sales” and “Planned Ending Inventory” on the same basis (currency, tax treatment, and time period) before you calculate.

Cluster: Retail hub · ATV · Logistics fill rate · Logistics return rate · Percentage guide

Open-to-buy (OTB) estimates how much additional inventory you can purchase for a period.

Enter planned sales, planned ending inventory, beginning inventory, and on-order for the same plan.

$
Planned sales for the period
$
Planned EOM inventory
$
BOM / beginning inventory
$
Inventory already on order

Open-to-Buy

Understanding Retail Open-to-Buy

How we calculate. OTB = planned sales + planned ending inventory − BOM − on-order. See our methodology and accuracy policy .

Real-world scenario: A typical Retail Open-to-Buy case uses planned sales 80000 and planned ending inventory 40000. Enter the same figures below to reproduce the worked path.

What is Retail Open-to-Buy?

A merchandising purchase budget KPI. Distinct from stock-to-sales (coverage ratio) and GMROI (productivity).

  • Same dollar basis (retail or cost—label it)
  • On-order = already committed receipts
  • Negative OTB = overbought vs plan

The Formula

Retail Open-to-Buy
OTB = Planned sales + Planned EOM − Beginning inventory − On-order

Worked Example

Scenario: Planned sales $80,000; planned EOM $40,000; beginning $50,000; on-order $10,000.
Step 1: 80000 + 40000 − 50000 − 10000 = 60000
Answer: Open-to-buy is $60,000.

Common Use Cases

  • Monthly OTB: buy budget
  • Category plans: remaining buy
  • Receipt pacing: on-order impact

Pro Tips

  • Freeze retail vs cost method
  • Update on-order often
  • Pair with weeks of supply
ScenarioWhen to use
Percent of a numberFinding a part of a whole (tax, tip, score)
Percent changeComparing old vs new values

Limitations: Retail Open-to-Buy results are educational retail merchandising aids—not accounting, tax, or inventory-system advice. Confirm definitions with your POS, ERP, and brand reporting standards.

Common mistakes

  • Swapping part and whole: The denominator must be the full total, not a subset.
  • Rounding too early: Carry extra decimal places through multi-step work before rounding the final percent.
  • Mixing percent and decimal forms: Enter rates in the format the calculator labels expect.

The worked example for retail open to buy was verified with the calculator form on this page—enter the same values to confirm the result.

When to use this calculator

  • Use this page when your wording matches retail open to buy and the form labels on screen.
  • Use percent of a number for “what is X% of Y?” problems.
  • Use number is what percent when you know part and whole and need the percent.

Still unsure about retail open to buy? Start with the quick answer above, then open the linked calculator that matches your wording.

Frequently Asked Questions

How do I use this retail open to buy calculator?

For retail open to buy, enter the values labeled on the form, then press Calculate. Compare the result to the worked example on this page.

What formula does this page use?

See the quick answer and formula box above for retail open to buy—the same percentage calculator expression is applied to your inputs.

What if my result looks wrong?

When checking retail open to buy, re-check part vs whole (or rate vs base), rounding, and whether percents were entered as 25 rather than 0.25 when the form expects percents.

Authoritative References

For retail merchandising and store performance concepts, consult: