Reorder & forecast

Plan buying with What to Reorder (Reorder Dashboard) and Demand Forecast (Forecasting & Demand Forecasting).

Before you start

• Usually Pro / Enterprise for full forecast tools — see License tiers
• Sales history exists so velocity can be calculated
• Open from Products & Stock → Stock Tools ▾

Part A — What to Reorder

1. Open the Reorder Dashboard

1. Stock Tools ▾ → What to Reorder.
2. Title: Reorder Dashboard (Actionable items based on forecasting rules.)
3. Wait if you see Analyzing..., or click Refresh.

2. Review suggestions

Each row may show:

• Location:
• Stock:
• Days until stockout:
• Threshold:
• Recommended Qty:

Empty state: No items need reordering right now.

3. Create a purchase order from a suggestion

1. Select the item that needs stock.
2. Click Create PO.
3. Confirm success such as Created PO {n} for {product}.
4. Finish the PO under Purchase orders (receive, bill, pay).

Part B — Demand Forecast

1. Open Forecasting

1. Stock Tools ▾ → Demand Forecast.
2. Title: Forecasting & Demand Forecasting.
3. Click Refresh.

2. Read the grid

Columns include:

Footer shows Rows: count. Sort attention to high Risk and low Days to Stockout.

What success looks like

• Reorder list matches products you expect to run out
• Create PO opens/creates a usable draft PO
• Forecast grid refreshes with velocities

If something goes wrong

Related

• Purchase orders
• Stock counts
• Products & stock
• Damage & loss write-off