{"article":{"id":10955759303055,"url":"https://cin7core.zendesk.com/api/v2/help_center/en-us/articles/10955759303055.json","html_url":"https://help.core.cin7.com/hc/en-us/articles/10955759303055-Smart-reorder","author_id":8262670541967,"comments_disabled":false,"draft":false,"promoted":false,"position":9,"vote_sum":1,"vote_count":5,"upvote_count":3,"downvote_count":2,"section_id":10955738556047,"created_at":"2024-10-11T04:41:56Z","updated_at":"2026-10-21T01:52:00Z","name":"Smart reorder","title":"Smart reorder","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-18T01:45:40Z","user_segment_id":null,"permission_group_id":8224956114575,"content_tag_ids":[],"label_names":[],"body":"<h1 class=\"hide\">Smart reorder</h1><p>Smart reorder provides replenishment suggestions to optimize your inventory and <a href=\"https://help.core.cin7.com/hc/en-us/articles/10955755029775-Overstock-and-stockout\" target=\"_blank\">stock levels</a>.</p><p>These suggestions can help you:</p><ul>\n<li><p>Keep optimal stock levels, avoiding overstocking or stockouts.</p></li>\n<li><p>Have your top-performing products in stock and available to your customers.</p></li>\n<li><p>Free up warehouse space and save the cost of storing products that aren't selling.</p></li>\n<li><p>Save time and streamline your purchasing by creating purchase orders in bulk.</p></li>\n</ul><h2>Before you start</h2><ul>\n<li><p>This is a <a href=\"https://help.core.cin7.com/hc/en-us/articles/10955782486927-Introduction-to-Cin7-ForesightAI\"><span class=\"mc-variable General.CompanyName variable\">Cin7</span> ForesightAI</a> tool and requires an add-on to your subscription.</p></li>\n<li><p>ForesightAI requires at least 6 months of sales history in <span class=\"mc-variable General.ProductName variable\">Cin7 Core</span>.</p></li>\n<li><p>Products must have a Supplier. Smart reorder will not provide suggestions for products without a supplier.</p></li>\n</ul><h2>Open Smart reorder</h2><p>Use <b>Smart reorder</b> to see which of your items should be purchased from suppliers, transferred from other locations, or assembled from components to meet forecasted customer demand.</p><ol>\n<li value=\"1\"><p>In <span class=\"mc-variable General.ProductName variable\">Cin7 Core</span>, select <b>Purchase → Smart reorder</b> in the menu.</p></li>\n<li value=\"2\"><p>Smart reorder can show suggested replenishment quantities for:</p></li>\n</ol><ul>\n<li>\n<b>Purchase</b>: Create purchase orders with suggested product quantities from one or more suppliers.</li>\n<li><p><b>Transfer</b>: Move products between different locations in your organization to balance your stock levels across stores.</p></li>\n<li><p><b>Assembly</b>: Assemble items together to meet your sales demand forecast.</p></li>\n</ul><p>You can also choose the <b>Period</b> or location(s) that Smart Reorder should plan replenishment for.</p><p><img src=\"https://help.core.cin7.com/hc/article_attachments/18035537048591\"></p><h2>View suggestions</h2><p>When you open Smart Reorder, you will see today's purchase order suggestions. You can view all of the suggested SKUs, their recommended <b>Reorder Quantity</b>, and ForesightAI insights.</p><p><img src=\"https://help.core.cin7.com/hc/article_attachments/18035549659791\"></p><p>ForesightAI provides recommendations that are optimized for your inventory management. While we do not recommend changing these proposed quantities, you can manually adjust the <b>Reorder quantity</b>. Before adjusting the quantity, you should review the Product insights, Totals, Product status, and the Product segments to make an informed decision.</p><h3>Totals</h3><p>Smart reorder provides a total for its suggestions and sub-totals for your Winner, Chasers, and Losers. This helps you plan your budget and target your replenishment accordingly.<br><img src=\"https://help.core.cin7.com/hc/article_attachments/18035537061519\"><br></p><p>The totals and sub-totals depend on your <b>Reorder type</b>.</p><table>\n<col>\n<col>\n<thead><tr>\n<th>\nReorder type\n</th>\n<th>\nTotal calculation\n</th>\n</tr></thead>\n<tbody>\n<tr>\n<td>Purchase</td>\n<td>All suggested purchase order costs.</td>\n</tr>\n<tr>\n<td>Transfer</td>\n<td>Number of all suggested SKUs to transfer.</td>\n</tr>\n<tr>\n<td>Assembly</td>\n<td>Number of all suggested SKUs to assemble.</td>\n</tr>\n</tbody>\n</table><h3>Product status</h3><p>You can quickly identify the trends affecting your products with the <b>Product Status</b> column.</p><ul>\n<li><p><img alt=\"Winner crown icon\" src=\"https://help.core.cin7.com/hc/article_attachments/18035537064207\"> Winners are your most profitable products and should always be in stock.</p></li>\n<li><p><img src=\"https://help.core.cin7.com/hc/article_attachments/18035520032015\"> Out of stock or low stock items which need to be reordered to meet your sales forecast.</p></li>\n<li><p><img src=\"https://help.core.cin7.com/hc/article_attachments/18035541047311\"> Rising stars are trending products with increased customer demand and should also be ordered. </p></li>\n</ul><p><img src=\"https://help.core.cin7.com/hc/article_attachments/18035541051279\"></p><h3>Product segment</h3><p>Track your Winners, Chasers, and Losers in Smart Reorder in the <b>Product segment</b> column. This lets you prioritize your Winner products first.</p><p>Use the <b>Product segment</b> filter to review suggestions for only your Winner products (or review any Chaser or Loser suggestions). This filter will also affect your Totals.</p><p><img src=\"https://help.core.cin7.com/hc/article_attachments/18035549692303\"></p><h3>Past sales</h3><p>You can review your historical sales for each SKU when deciding on the appropriate replenishment with Smart Reorder. The <b>Past sales</b> column shows the amount sold (for each SKU) during your chosen period. You can change this time period in the <b>Past sale period</b> to show the sales quantity in the last 30, 90, 180, or 365 days.<br><img src=\"https://help.core.cin7.com/hc/article_attachments/18035537080719\"><br></p><h3>Product insights</h3><p>There are even more ForesightAI insights available when you <img src=\"https://help.core.cin7.com/hc/article_attachments/18035520059535\"> expand a suggestion.<br><img src=\"https://help.core.cin7.com/hc/article_attachments/18035520066575\"></p><p>You can review the upcoming sales demand for the next 6 months with the <b>Sales forecast</b> graph and key replenishment factors.</p><ul>\n<li><p><b>Stock expectation</b><br>The date that this product will arrive in your warehouse if ordered today and the date your  <b>Reorder quantity</b> will last to, based on your sales demand.</p></li>\n<li><p><b>Lead time</b><br>The amount of time between placing the order with your supplier and when it arrives in your warehouse. </p></li>\n<li><p><b>MOQ</b><br>The minimum order quantity required by a supplier for this product. </p></li>\n<li><p><b>Quantity per packing</b><br>The quantity your supplier sends this product packaged in. For example, a carton of this product always contains 12 units. Smart reorder will increase your <b>Reorder quantity</b> by factors of this amount (e.g. 12, 24, 36, 48).</p></li>\n<li><p><b>Expiration days</b><br>The maximum amount of time this SKU can stay in your warehouse, for example 14 days for milk.</p></li>\n</ul><p>You can refine or set these options in the <a href=\"../../../../../../../../Content/Resources/Topics/Refine%20ForesightAI%20forecasts.htm\" target=\"_blank\">ForesightAI settings</a>.</p><h2>\n<a name=\"Reorder\"></a>Create purchase orders</h2><p>Create new purchase orders from the list of suggested purchases. Smart reorder can suggest when you should purchase the order, what products, quantity, and location needs these products. </p><ol>\n<li value=\"1\"><p>Select the <b>Period</b> or enter a custom date range.</p></li>\n<li value=\"2\"><p>Select <b>Purchase</b> as the reorder type.</p></li>\n<li value=\"3\"><p>Select <b>All suppliers</b> to view all available suppliers, or limit the suggestions to a single supplier at a time. If a single supplier is selected, you will have the option to add reordered products to existing unauthorized purchase orders with that supplier.</p></li>\n<li value=\"4\"><p>From the <b>Locations</b> list, select either <b>All locations</b> to view all products requiring reorder at all of your locations, or limit the suggestions to a single location.</p></li>\n<li value=\"5\"><p>Optionally, to group orders together, enable <b>Merge suggestions</b>. This will group products together in a single purchase order for the same supplier. For example, Smart Reorder would suggest 5 apples to be ordered on Monday and another 3 apples on Wednesday. These two suggestions will merge into one recommendation to order 8 apples on Monday.</p></li>\n<li value=\"6\"><p>Click <b>Generate suggestions</b> to see recommended orders.</p></li>\n<li value=\"7\"><p>Check the box next to an SKU to mark it for reorder.<br><img src=\"https://help.core.cin7.com/hc/article_attachments/18035520071311\"><br></p></li>\n<li value=\"8\"><p>Click <b>Reorder</b> to create authorized purchase orders. You can view these in the <b>Reordered products</b> summary.<br><img src=\"https://help.core.cin7.com/hc/article_attachments/18035537106447\"></p></li>\n</ol><h2>\n<a name=\"Reorder2\"></a>Create transfers</h2><p>Create new transfers from other locations in your organization. Smart reorder can suggest what products need to be moved between your locations to meet forecasted sales demand.</p><ol>\n<li value=\"1\"><p>Select the <b>Period</b> or enter a custom date range.</p></li>\n<li value=\"2\"><p>Select <b>Transfer</b> as the reorder type.</p></li>\n<li value=\"3\"><p>Select a location to order from or select <b>All locations</b>.</p></li>\n<li value=\"4\"><p>From the <b>Destination location</b> list, select either <b>All locations</b> to view all products requiring reorder, or limit the suggestions to a single location.</p></li>\n<li value=\"5\"><p>Enable <b>Merge suggestions </b> to group orders together if required.</p></li>\n<li value=\"6\"><p>Click <b>Generate suggestions</b> to see recommended orders. <br></p></li>\n<li value=\"7\"><p>Check the box next to an SKU to mark it for reorder.</p></li>\n<li value=\"8\">Click <b>Reorder</b> to create authorized transfers. You can view these in the <b>Reordered products</b> summary.</li>\n</ol><h2>\n<a name=\"Reorder3\"></a>Create assemblies</h2><p>Create new assembly orders for assembled products, including their components, and any nested assemblies. This does not include <a href=\"https://help.core.cin7.com/hc/en-us/articles/9034490882575-Managing-Production-Orders\">production orders</a>.</p><ol>\n<li value=\"1\"><p>Select the <b>Period</b> or enter a custom date range.</p></li>\n<li value=\"2\"><p>Select <b>Assembly</b> as the reorder type.</p></li>\n<li value=\"3\"><p>From the <b>Locations</b> list, select either <b>All locations</b> to view all products requiring reorder, or limit the suggestions to a single location.</p></li>\n<li value=\"4\"><p>Check the box next to an SKU to mark it for reorder. </p></li>\n<li value=\"5\">Click <b>Reorder</b> to create authorized assemblies. You can view these in the <b>Reordered products</b> summary.</li>\n</ol><h2>Export Smart reorder suggestions</h2><p>You can get even more out of your Smart reorder suggestions by exporting these into a .csv file. This will allow you to review these suggestions in a spreadsheet or import into other software.</p><ol>\n<li value=\"1\"><p>Generate your suggestions for either <a href=\"#Reorder\">purchase orders</a>, <a href=\"#Reorder2\">transfers</a>, or <a href=\"#Reorder3\">assemblies</a>.</p></li>\n<li value=\"2\"><p>Select <b>Export</b>.</p></li>\n<li value=\"3\"><p>This will download a .csv file in your browser.</p></li>\n</ol><h2>Sales forecast graph</h2><p>Smart reorder uses ForesightAI's sales forecast to generate reorder suggestions.</p><p>You can view the underlying forecast by opening the <b>Sales forecast</b>, which shows your sales history, predicted demand, projected inventory, and safety stock. You can also make <a href=\"https://help.core.cin7.com/hc/en-us/articles/17412578732431-Forecast-adjustments\">manual forecast adjustments</a>.</p><p><a href=\"https://help.core.cin7.com/hc/en-us/articles/17412606475023-ForesightAI-sales-forecast-graph\">Sales forecast and manual adjustments</a></p>","user_segment_ids":[]}}