Understanding the Replenishment Dashboard
The Replenishment dashboard is the first screen you see when you open Replenishment. It answers three questions, top to bottom: how urgent is my situation, what should I order today, and is the stock I've already ordered actually arriving?
Every number on the dashboard is clickable — it takes you to the filtered replenishment table or purchase order behind it, so you can always see exactly which products make up a count.
Prerequisites: The dashboard is available on the Replenish plan. To learn how forecasting works and how to set up your replenishment parameters, see How to use Forecasting and Replenishment module.
How the dashboard counts
Every number on this dashboard counts a product at a location. If a product is stocked out at two of your warehouses, it counts as 2 — because it represents two separate problems to solve, and potentially two separate purchase order lines. This applies everywhere: the cards at the top, the supplier table, all of it. It's also why the numbers may look larger than the number of products you sell.
The four cards at the top
The cards count products that need attention, based on your forecasted sales and replenishment parameters. Each card shows a total plus a breakdown by location, so you can see which warehouses are driving the number. Click a location to open the replenishment table filtered to that location, or click the card to see all locations together.
Stocked out — products with no available stock that have projected sales. Products with no projected sales are not counted here, since there's nothing to reorder — you can still find them in the replenishment table.
Reorder now — products still in stock whose reorder date has passed. This does not include stocked out products; those are counted separately in the first card. Together, these two cards are your "order today" list.
Order soon — products whose reorder date falls within the next 7 days. Order these along with your next batch to stay ahead.
Draft POs pending — purchase orders you've created but not yet confirmed, with their total value.
A few things to know about how these counts work:
- Incoming stock is already accounted for. If a purchase order on the way fully covers a product's needs, it won't appear in any card.
- Draft quantities are not counted as incoming. Only confirmed purchase orders count. If a product sits on a draft PO you never confirm, it will keep appearing as needing a reorder — confirm or delete stale drafts to avoid ordering twice.
- The cards never overlap. A product appears in at most one of the three stock cards, so the numbers always add up cleanly.
Order by supplier
This table turns product counts into ordering decisions. Since purchase orders are placed per supplier, each row shows one supplier with everything they need to supply:
- To order — how many products need ordering from this supplier, counted per location (a product needed at two locations counts as 2)
- Severity — how those break down: stocked out, reorder now, and order soon
Rows are sorted by urgency — start from the top.
Start ordering takes you to the replenishment table with that supplier's flagged products, with quantities pre-filled from the suggestions. You review and adjust everything before anything is created. If products are needed at multiple locations, you choose how to order them: create a separate purchase order per location, or a single combined purchase order — quantities are never merged or split without your say.
If a row shows a drafts badge (e.g., "2 drafts"), draft purchase orders already exist for that supplier. Click it to see and open them. This is a heads-up, not a restriction — you can still start a new ordering session, but check existing drafts first so you don't order the same products twice.
If some products have no supplier assigned, they appear in a separate row at the bottom of the table. Click Assign suppliers to fix them in the replenishment table — they're included in the card counts above, so assigning suppliers keeps your numbers consistent.
Incoming stock
This section tracks confirmed purchase orders that haven't been fully received yet.
Overdue — POs past their expected date. These matter more than they look: the dashboard assumes incoming stock arrives on time, so an overdue PO can make products look covered when they aren't. Follow up with the supplier, or update the expected date — the reorder suggestions will adjust accordingly.
Arriving soon — POs expected within the next 14 days, so you can plan receiving.
A partially received PO stays here until it's marked closed.
Using the replenishment table
The dashboard is your starting point — the replenishment table is where the detail lives. It shows every product with its past sales, forecasted demand, reorder quantities and dates, and lets you review and adjust everything before creating purchase orders.
For the full guide on the replenishment table — including how forecasting works, syncing past sales, setting up your replenishment parameters, and creating purchase orders — see How to use Forecasting and Replenishment module.
FAQ
Why is the count higher than my number of products?
Every number counts a product at a location. A product stocked out at three warehouses counts as 3, since each location needs its own stock — and its own purchase order line.
Why doesn't a stocked out product show up in the Stocked out card?
It has no projected sales, so there's no suggested reorder. You can find it in the replenishment table.
Why does a product still show as Reorder now when I've already put it on a PO?
If the PO is still a draft, its quantities don't count as incoming. Confirm the PO and the product will drop off once it's covered.
Should I create one purchase order per location or a single combined one?
Your choice, made while ordering. If you receive everything at a central warehouse and distribute yourself, a single PO works well. If suppliers ship directly to each location, create one PO per location.
Where do I change lead times, safety days, and days of cover?
In Replenishment Settings, or per SKU from the replenishment table. See How to use Forecasting and Replenishment module for details.