Identify Reorders
Find every product that needs a new supplier order, choose quantities, and turn the list into a draft purchase order in a few minutes.
This walkthrough takes you from a fresh sign-in to a draft purchase order ready to send to your supplier. It is built around the Restock view of the Inventory Overview, which surfaces only products with a recommended order quantity greater than zero.
When to do this
Run this workflow on whatever cadence fits your business: weekly, twice a month, or before every supplier order window. The Restock view always reflects the current forecasts and lead times, so you do not need to keep your own spreadsheet.
Prerequisites
Before this workflow returns useful results, make sure each product has:
- Lead times set on the product (production, shipping, customs, ground, prep)
- MOQ and Case Quantity if your supplier has minimums or case-pack rules
- Min and Max Days of Stock targets that match how lean or padded you want to run
- At least a few weeks of sales history (or for new products, a manually set velocity)
- A supplier added so you have somewhere to send the order
See Product Settings for how to configure each.
Step-by-step
Open the Inventory Overview
Click Inventory Overview in the left navigation.
Switch to the Restock tab
The tab badge shows the count of products that need a supplier order. The visible columns automatically narrow to inventory health, current inventory, and supplier order recommendations.
Sort by urgency or order-by date
Click the Order Urgency column header to sort Critical and Soon to the top, or click the Order By column to sort by the date you need to place the order.
Sorting by Order By gives you a clear cutoff: anything above the next planned order date is what to include in this batch.
Optional: filter by supplier
If you only place one supplier order at a time, narrow the list by supplier. Open the filter builder, pick Brand (or another product attribute that maps to your supplier), and choose the right value. You can also use the AI search bar with a query like "products from Acme that need a reorder."
Spot-check the recommendations
Click into a product or two to validate the math. The drawer shows velocity, stock projection, and the breakdown of how the recommended order quantity was calculated. If anything looks off, see Forecast Looks Wrong before moving on.
Select the products you want to order
Use the row checkboxes to add products to your selection, or click the header checkbox to select the page. Use Select all across pages if you want every product on the Restock tab in one go.
Create the order
Click Create Order in the bulk action toolbar that appears at the bottom. In the dialog:
- Set Plan type to Reorder
- Pick the destination sales channels (where the inventory will eventually serve)
- Pick the supplier you are ordering from
Click Create Plan.
Refine the plan
On the plan detail page, fine-tune any quantities the recommendation got wrong. You can also set the PO date, completion date, payment terms, and ship-from address. Add notes for the supplier if helpful.
See Creating Purchase Orders for details on each field.
Generate the PDF
When you are happy with the plan, click Generate Purchase Order to download a PDF you can send to your supplier.
Tips for accurate reorder lists
- Run a forecast refresh after big setting changes. If you just adjusted lead times or velocity profiles, click Refresh Forecasts in the toolbar so the Restock view picks up the new numbers.
- Watch the four summary cards. The Supplier Orders card at the top of the page is the same count as the Restock tab badge. At Risk Products counts items that will stock out before any reorder can land, which is your most urgent bucket.
- Use Days of Supply as a sanity check. If a product shows 60 days of supply and a high recommended order quantity, that often means a long lead time is pulling forward an order. That is correct, but worth knowing before you commit.
What to do next
Creating Purchase Orders
Walkthrough of the plan detail page and PDF generation.
MOQ & Case Pack Rules
How MOQ and case quantity affect the recommended order quantity.
Identify Transfers Needed
The same workflow for moving warehouse stock into FBA.
Inventory Health & Alerts
How urgency and stockout dates are calculated.
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