Smart Reorder

Overview

Cin7 ForesightAI can help you avoid stockouts on your best-selling products, reduce overstocked inventory, and avoid buying products that don't sell. Using your sales history, Smart Reorder can create purchase orders, production jobs, and branch transfers that optimize your stock levels.

We recommend at least 6 months of sales history in Cin7 Omni.

View Smart Reorder suggestions

Smart Reorder can suggest the amount of stock required to meet the customer demand predicted by Cin7 ForesightAI. Smart Reorder will ignore Non Stock and Inactive products.

Open Smart Reorder by selecting Purchases, and then Smart Reorder in the Cin7 Omni navigation.

Choose your Reorder Type to replenish your stock with purchase orders, production jobs, or branch transfers.

Purchase: You can reorder products for a specific branch or from a specific supplier. Other products from the selected supplier that are within 7 days of their reorder date will also be listed here.
Production Job: Prepare for upcoming sales by manufacturing products for a specific branch. Cin7 ForesightAI will analyze past sales and estimate future demand. The production job suggestions will help you avoid stockouts or miss deadlines because of manufacturing delays.
Branch Transfer: Move stock from another branch in your organization. Cin7 ForesightAI will analyze your branch stock levels and suggest branch transfers to reduce stockouts and overstocking. With these suggestions, your branches will have the right balance of stock for their customers, without necessarily buying more products.

You can search for a specific product(s) or change the list view of the suggestions. Hover over a column name (e.g. Product) and select the three dots to sort, hide, or change columns in the list.

Select Forecast & Settings to go to the ForesightAI account (outside Cin7 Omni), adjust your settings, and view your full forecast.

Before you create purchase orders, production jobs, or branch transfers with Smart Reorder, you can Export the suggestions.

Reorder suggested purchase orders

You can create purchase orders in bulk with Smart Reorder. Purchase order suggestions can help reduce stockouts or overspending with suppliers.

Select the Restock Period or enter a custom date range. Smart Reorder will suggest restocking for optimal inventory in this time period. For more relevant suggestions, we recommend no more than 2 years in the future.
Select Purchase as the Reorder Type.
Select your Supplier. All will show purchase orders for every supplier or you can select a specific supplier.
In Branch, select either All to view all branches, or select a single branch.
You can choose to enable Merge Suggestions. This will group orders for the same supplier, product, and branch together.
Click Generate Suggestions to see recommended orders. You can edit the Reorder Quanity for any of the suggested products.
Select the checkbox next to a product to mark it for reorder. You can only select one page of results at a time.
Click Reorder to create purchase orders for all selected products.

Smart Reorder will create Open purchase orders. If the product has no Supplier, Cin7 Omni will create purchase order with Cash Supplier.

Search for Smart Reorder purchase orders

You can search for purchase orders created by Smart Reorder in the purchase order list. Administrator rights are required.

Select the user menu and then Settings.
Select Purchasing, then Purchase Order Settings.
Under Additional Search Fields, select Channel.
Click Save.
You can then search the Channel field for SmartReorder in the Purchase Order List.

Reorder suggested transfers

You can bulk create branch transfers with Smart Reorder. Branch transfers use the stock you already have, saving you from overstocking branches.

Select the Restock Period or enter a custom date range. Smart Reorder will suggest restocking for optimal inventory in this time period.
Select Branch Transfer as the Reorder Type.
Select All or a specific branch in Branch From. Choosing a specific branch will move stock only from this branch to other branches.
Select All or a specific branch in Branch To. Choosing a specific branch will move stock only to this branch to other branches.
You can choose to enable Merge Suggestions. This will group orders together.
Click Generate Suggestions to see recommended transfers. You can edit the Reorder Quanity for any of the suggested products.
Check the box next to a product to mark it for reorder. You can only select one page of results at a time.
Click Reorder to create branch transfers.

Search for Smart Reorder branch transfers

You can search for branch transfers created by Smart Reorder in the branch transfer list. Administrator rights are required.

Select the user menu and then Settings.
Select Stock Management, then Branch Transfers Settings.
Under Additional Search Fields, select Channel.
Click Save.
You can then search the Channel field for SmartReorder in the Branch Transfer List.

Reorder suggested production jobs

You can create production jobs with Smart Reorder. Production job suggestions will forecast your manufacturing needs and help you avoid missing deadlines or sales from stockouts.

Select the Restock Period or enter a custom date range. Smart Reorder will suggest restocking for optimal inventory in this time period.
Select Production Job as the Reorder Type.
Select All or a specific branch in Location To. Choosing a specific branch will create a production job for just this branch.
You can choose to enable Merge Suggestions. This will group orders together.
Click Generate Suggestions to see recommended transfers. You can edit the Reorder Quanity for any of the suggested products.
Check the box next to a product to mark it for reorder. You can only select one page of results at a time.
Click Reorder to create production jobs.

Search for Smart Reorder production jobs

You can search for production jobs created by Smart Reorder in the branch transfer list. Administrator rights are required.

Select the user menu and then Settings.
Select Production, then Production Job Settings.
Under Additional Search Fields, select Channel.
Click Save.
You can then search the Channel field for SmartReorder in the Production Job List.

Differences between Smart Buyer and Smart Reorder

Smart Reorder can reorder for a specific branch or all branches. Smart Buyer can only suggest quantities for all branches.
Smart Reorder can suggest stock replenishment for the future. Smart Buyer can't estimate future inventory requirements.
Smart Reorder automatically calculates your ideal stock levels based on your sales history. These suggestions prevent your best selling items from dropping to low stock. Smart Buyer will calculate stock levels from your manually set minimum stock level or reorder quantity or if the product is out of stock.
Smart Reorder will reorder all suggestions at once and create multiple purchase orders. In Smart Buyer, you will need create the purchase order per suggestion.
Smart Reorder does not display the product image.
Smart Reorder can create purchase orders, production jobs, and branch transfers. Smart Buyer will only create purchase orders.