Smart Reorder

Overview

Smart reorder provides replenishment suggestions to optimize your inventory and stock levels.

These suggestions can help you:

Keep optimal stock levels, avoiding overstocking or stockouts.
Have your top-performing products in stock and available to your customers.
Free up warehouse space and save the cost of storing products that aren't selling.
Save time and streamline your purchasing by creating purchase orders in bulk.

Smart Reorder will ignore Non Stock and Inactive products.

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

Open Smart Reorder

Use Smart Reorder to see which of your items should be purchased from suppliers, transferred from other branches, or assembled with production jobs to meet forecasted customer demand.

Select Purchases, and then Smart Reorder in the Cin7 Omni navigation.
Smart Reorder can show suggested replenishment quantities for:

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 also choose the Period, Branch, Supplier, and Product Segment that Smart Reorder should plan the replenishment for. These options will affect your totals as well.

View suggestions

When you open Smart Reorder, you will see today's purchase order suggestions. You can view all of the suggested products, the recommended Reorder Quantity, and ForesightAI insights.

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.

ForesightAI provides recommendations that are optimized for your inventory management. While we do not recommend changing these proposed quantities, you can manually adjust the Reorder quantity. Before adjusting the quantity, you should review the Product insights, Totals, Product status, and the Product segments to make an informed decision.

Totals

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.

The totals and sub-totals depend on your Reorder type.

Reorder type	Total calculation
Purchase	All suggested purchase order costs.
Transfer	Number of all suggested products to transfer.
Assembly	Number of all suggested products to assemble.

Product status

You can quickly identify the trends affecting your products with the product status column.

Winners are your most profitable products and should always be in stock.
Out of stock or low stock items which need to be reordered to meet your sales forecast.
Rising stars are trending products with increased customer demand and should also be ordered.

Past sales

You can review your historical sales for each SKU when deciding on the appropriate replenishment with Smart Reorder. The Past Sales column shows the amount sold (for each SKU) during your chosen period. You can change this time period (under Past Sales heading) to show the sales quantity in the last 30, 90, 180, or 365 days.

Product insights

There are even more ForesightAI insights available when you expand a suggestion.

You can review the upcoming sales demand for the next 6 months with the Sales forecast graph and key replenishment factors.

Stock expectation
The date that this product will arrive in your warehouse if ordered today and the date your Reorder quantity will last to, based on your sales demand.
Lead time
The amount of time between placing the order with your supplier and when it arrives in your warehouse.
MOQ
The minimum order quantity required by a supplier for this product.
Packing quantity
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 Reorder quantity by factors of this amount (e.g. 12, 24, 36, 48).
Expiration
The maximum amount of time this SKU can stay in your warehouse, for example 14 days for milk.

You can refine or set these options in the ForesightAI settings. Select Forecast & Settings to go to the ForesightAI account (outside Cin7 Omni), adjust your settings, and view your full forecast.

Create purchase orders

Create new purchase orders from the list of suggested purchases. Smart reorder can suggest when you should purchase the order, what products, quantity, and branch needs these products.

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.
In Branch, select either All to view suggestions for all branches, or select a single branch.
Select your Supplier. All will show suggestions for every supplier or you can select a specific supplier.
Select your Segment. All will show suggestions for Winner, Loser, and Chaser products.
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 Quantity for any of the suggested products.
Select the checkbox next to a product to mark it for reorder.
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.

Create branch 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.
Select your Segment. All will show suggestions for Winner, Loser, and Chaser products.
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..
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.

Create 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 provide suggestions for just this branch.
Select your Supplier. All will show suggestions for every supplier or you can select a specific supplier.
Select your Segment. All will show suggestions for Winner, Loser, and Chaser products.
You can choose to enable Merge Suggestions. This will group orders together.
Click Generate Suggestions to see recommended production jobs. You can edit the Reorder Quanity for any of the suggested products.
Check the box next to a product to mark it for reorder.
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.

Export Smart Reorder suggestions

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.

Generate your suggestions for either purchase orders, branch transfers, or production jobs.
Select Export.
This will download a .csv file in your browser.

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.