Plan reorders with the Inventory planner

Quick answer

Open Products > Inventory. The planner lists what to reorder, most urgent first, with how much is available, how much sells a month, when it runs out, the date to order by and a suggested quantity.

Before you start

• The planner needs your stock levels. Upload a spreadsheet of SKUs and quantities, connect your online store, or have your system send stock levels nightly. Until then, the page shows Connect stock levels.
• The Inventory item appears in the sidebar once stock data has arrived.

Steps

1. Open Products > Inventory. The tiles show what to order now (already past the reorder date), what to order in the next few weeks, what’s out of stock and how many units are available to sell.
2. Set how far ahead to look with Warn me N weeks ahead (1 to 12 weeks).
3. Work down What to reorder. Each row shows available units, sales a month, when it runs out, the order-by date (or how many weeks late it is), the suggested quantity and whether that’s based on the forecast or recent sales.
4. Filter by category or search for a product or SKU.
5. Download this list (CSV) from More to send to purchasing.

How the numbers work

• Order by is the run-out date minus your lead time.
• Suggested covers sales until a new order arrives, plus any back orders.
• Made-to-order items aren’t listed.

Tip

A product’s forecast page has a Stock check with a link back to the planner, so you can go from “this is growing” to “do we have enough” in one click.

If something looks off

• The planner is missing or empty. Your stock levels haven’t arrived yet. Check the inventory source in Manage Data. See My feed stopped updating
• Stock looks a day behind. Click Refresh in the More menu after a new delivery.

Related

• Forecasts
• Product Explorer
• Manage Data