How a suggestion is made
For each stocked item at each location, Insights compares stock on hand plus stock already on order with the sales expected before a new delivery can arrive.
The delivery time (lead time) is the usual number of days between sending a purchase order to the item's last supplier and receiving the goods. If that is not known yet, 7 days is used.
When stock will not last until the next delivery, the item is suggested. The quantity covers the lead time plus one more week, plus a small safety buffer, minus what you have and what is already on order. It is rounded up to the item's order multiple if it has one.
Only stocked items that are still expected to sell are suggested. If you set a reorder level for an item, the suggestion never goes below it.
Reading the list
The top tiles show items to reorder, sales at risk, the number of suppliers and how many lines you selected. Use Location to see one location or All locations.
Lines are grouped by supplier. Order is the suggested quantity. On hand turns red at zero and shows any quantity already on order. Cover (d) shows days of stock left and the supplier's lead time; it is highlighted when stock will run out before a delivery could arrive.
Why explains the suggestion in one sentence, for example how many days of stock are left and how many units would sell before delivery. Hover over it to read the whole sentence.
At risk is the estimated value of the sales you could lose while waiting for stock. The list puts the biggest risks first.
Create a draft purchase order
- Open Insights → Replenish.
- Check the quantities and reasons for one supplier.
- To order all of that supplier's lines, press Create draft PO in the supplier's row.
- To order only some lines, tick them (or tick Select all), then press Create draft PO at the top of the page.
- A message confirms how many lines were accepted and the new draft PO number.
- Open Purchasing → Purchase orders (or the Open purchase orders link at the bottom), check the draft, and send it to the supplier.
A draft order is not sent anywhere. A buyer still reviews it and sends it. The suggested unit cost is the last cost you paid.
Items with no supplier
If an item has never been received from a supplier, its group says "No supplier known yet" and the lines cannot be ticked. Receive the item once from a supplier, and one-click orders work from the next refresh. You can still order it by hand in Purchasing.
Dismissing a line
Press Dismiss on a line you do not want to order. It is not suggested again for two weeks.
If the list is empty it says "Nothing to reorder right now": your stock covers the expected sales until the next delivery.