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 Replenishment in the left menu, just above Purchase Orders. Opening it takes you to the Replenishment dashboard — your starting point for daily ordering. The full replenishment table is one click away via Open Replenishment Table on the top right.
The Replenishment dashboard
The dashboard gives you an at-a-glance view of what needs attention: products stocked out, due for reorder, or due soon — broken down by location — plus a supplier-wise ordering table and a tracker for incoming purchase orders. Every number clicks through to the products behind it.
Read the full guide: Understanding the Replenishment Dashboard
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 can be updated in Sumtracker. Each parameter is set at the level where it naturally belongs:
- Lead time — days from placing the purchase order to stock arriving in your warehouse. Set per supplier, since lead time depends on who you're buying from.
- Safety days — buffer stock expressed in days of sales, to cover demand spikes or supplier delays. Also set per supplier.
- Days of cover — how many days of forward sales each reorder should cover. Set per product per warehouse, since coverage needs can differ by product and location.
For anything you haven't defined, Sumtracker falls back to your account-level defaults:
- Lead time: 14 days
- Safety days: 7 days
- Days of cover: 30 days
You can manage all of these — account defaults, supplier lead times and safety days, and days of cover per product and warehouse — in Replenishment Settings. Days of cover can be updated in bulk using CSV import from the same page.
Your sales estimates can also be overridden per SKU from the detailed analysis view (see below).
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 adjust the days of cover for that product and location. Lead time and safety days come from the product's supplier. 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.
If you're ordering for multiple locations, you choose how to create the purchase orders: one PO per location, or a single combined PO.
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 per SKU, days of cover per product and warehouse, and lead time and safety days per supplier — reorder quantities 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.