Smart Purchase
How to build a replenishment order from sales, receiving, and projected stock.
Last updated: 2026-08-18
Available on Pro. On the basic plan you still see the screen as a blurred preview: it predicts what to order from your sales. Pro unlocks building the list and exporting it. You do not need to set min stock. A supplier per product is optional: if you assign one, it is saved so later orders can be grouped.
Where it is
Inventory → Smart Purchase. Business admin only.
How it works
Choose how many days of cover you want (7, 14, or 21). Sarah combines:
- Current on-hand stock.
- Completed sales (7 / 14 / 28-day velocity). If demand dropped, it suggests less.
- Receiving history (typical inbound qty and whether you just received).
- Projected stock at the end of the horizon.
Suggested products start checked and grouped by supplier. Within each supplier the order is rising (highest sales first), then stable, then falling. Uncheck, edit quantities, pick a supplier per product (saved on the product), and filter the list. If no supplier is saved yet, Sarah shows the last purchase-invoice supplier when it exists.
Create suppliers in Suppliers.
Export
Open Preview with the checked products. You see the list grouped by supplier, then you can:
- PDF: download the file.
- Print: the print dialog (no extra tab).
- WhatsApp: copies the list to the clipboard and opens WhatsApp (long lists do not fit in the URL).
The suggestion is not saved as an order: the next visit recalculates with fresh data.