How to use Forecasting and Replenishment module

Stop guessing what to reorder. Sumtracker now forecasts your sales and tells you what to buy, how much, and when — based on your past 12 months of data, supplier lead times, and seasonality.

Prerequisites: Replenishment is available on the Replenish plan, and works best with at least one connected sales channel.

Watch a quick demo

What is Replenishment and Forecasting?

The Replenishment module gives you automated suggestions for:

products to reorder
the quantity to reorder, and
suggested reorder dates

These numbers are calculated based on your forecasted sales and your replenishment parameters.

Your sales are forecasted using the past 12 months of data. We look at your sales trends and the effective days your product was in stock — accounting for the days when the product was out of stock — so stockouts don't drag your forecast down. We also factor in seasonality.

If you have less than 12 months of history, the system will still work. Forecast accuracy improves as more data accumulates.

Selling bundles? Create your bundles in Sumtracker before syncing past sales. Sumtracker calculates replenishment data for the components of the bundles, so the bundle setup needs to be in place first.

Where to find it

You'll find access to the Replenishment table in the left menu, just above Purchase Orders.

Sync your past sales

You can sync the past 12 months of sales for your Shopify store. Syncing past sales is not supported for other channels currently — for non-Shopify channels, forecasting starts from the date you connected the channel to Sumtracker.

If you already have a few months of data in Sumtracker (say three months), you can still sync past sales — Sumtracker will fill in only the period that's missing.

This data is synced for replenishment purposes only and will not impact your inventory or any other reports.

Past sales can only be synced for stores whose inventory sync has been turned on, and only for the Shopify locations connected to Sumtracker.

Update your Replenishment parameters

All replenishment parameters — lead time, safety days, days of cover, supplier, and your sales estimates — can be updated in Sumtracker. They are defined at the SKU level.

Here's what each parameter means:

Lead time — days from placing the purchase order to stock arriving in your warehouse.
Safety days — buffer stock expressed in days of sales, to cover demand spikes or supplier delays.
Days of cover — how many days of forward sales each reorder should cover.

If you haven't defined these, Sumtracker uses default values:

Lead time: 14 days
Safety days: 7 days
Days of cover: 30 days

Lead times are the same as those defined in your inventory table or for each supplier — if you've already defined them there, those values are used.

You can update these in bulk using a CSV file. Look for Import Replenishment Settings on the top right of the Replenishment table.

Check the Replenishment table

The Replenishment table shows all your data in one place. You'll see sales from the past 12 months, split across the four quarters. Hover over any quarter's cell to see the monthly split for that quarter.

You'll also see all products that need to be ordered, with the recommended reorder quantity, the suggested order date, and the projected stock-out date.

Choose what you want to see in your Replenishment table

The Replenishment table can be tailored to fit how you work. You can:

choose which columns to display,
reorder the columns to match your workflow, and
adjust the column widths.

Your layout is saved, so the table opens the way you set it up the next time you visit.

View detailed analysis for each SKU

Click the trend button in any row to open the detailed analysis for that SKU. You'll see the last 12 months of sales alongside the projected sales for the next 12 months.

You can override the system's estimates by entering your own sales numbers, and you can adjust lead time, days of cover, and safety days for that SKU. Your reorder quantities are recalculated automatically based on whatever you enter.

Add products to Purchase Orders from Replenishment

You can add products to purchase orders directly from the Replenishment table by selecting them, or from the detailed view of each SKU — look for the option in the side drawer on the top right.

You can adjust the quantities suggested by Sumtracker after adding them to the purchase order. Keep the purchase order open in a separate tab and edit the numbers there once the products are added.

See Replenishment data inside Purchase Orders

Once products are added to a Purchase Order, you'll see a new column called Forecast in each PO line. Click the chart icon to open the side drawer with all the replenishment numbers for that SKU. You can update reorder quantities right from inside the Purchase Order after reviewing this data.

Offer for existing Sumtracker customers

If you're an existing Sumtracker customer, you can try Replenish by upgrading from your billing page.

If you decide not to continue, email us at support@sumtracker.com within 30 days of upgrading and we'll refund the upgrade amount. You can then downgrade back to the Manage plan.

Note: Manage plan pricing was updated recently. If you downgrade, you'll move to revised Manage pricing rather than your original rate.

This offer is applicable to all customers who activated their account before 30th May 2026.

We're actively building on this

Replenishment is one of the modules we're investing in most heavily right now, and your feedback directly shapes what we ship next. We're prioritising the most-requested improvements and can fast-track high-impact requests.

Tell us what you'd want next — even rough ideas — at support@sumtracker.com or reply to this email.

FAQ

Does this work without 12 months of sales history?

Yes. The system works with whatever data you have, and forecast accuracy improves as more data accumulates.

How does it handle bundles?

Create your bundles in Sumtracker before syncing past sales. Sumtracker then calculates replenishment for the underlying components, not the bundle itself.

Can I override the system's suggestions?

Yes. You can edit sales estimates, lead time, safety days, and days of cover at the SKU level, and reorder quantities will recalculate automatically. You can also edit quantities directly inside the purchase order.

Does forecasting include sales from non-Shopify channels?

Yes, once a channel is connected — but past-sales sync is currently Shopify-only. For other channels, forecasting starts from the date the channel was connected to Sumtracker.

Does seasonality apply to new products?

Seasonality is detected from a product's own sales history, so new products with little history won't have a strong seasonal signal yet. As more data builds up, the forecast becomes more seasonally aware.