# Plan reorders with Restocking Insights URL: https://support.starshipit.com/articles/14700000000017-plan-reorders-with-restocking-insights Canonical: https://support.starshipit.com/articles/14700000000017-plan-reorders-with-restocking-insights Markdown: https://support.starshipit.com/articles/14700000000017-plan-reorders-with-restocking-insights.md Updated: 2026-07-20 > For the complete documentation index, see [llms.txt](https://support.starshipit.com/llms.txt). > Plan reorders, create supplier-grouped draft purchase orders, and export stock forecasts from Restocking Insights. Use **Restocking Insights** to identify products that need more stock, plan when to reorder them, and create draft purchase orders for review. ## Before you begin To create draft purchase orders from the dashboard: * You need permission to manage purchase orders. * Create your supplier records, then assign a supplier to each product you want to reorder. See [Suppliers and purchase orders](/articles/14700000000007-suppliers-and-purchase-orders). * Set each product's **Default unit cost**, **Lead Time (days)**, **Warning stock level**, and **Ideal stock level**. Restocking Insights uses these values to calculate draft quantities, costs, and order dates. You can change the sales-history period used for forecasts under **Settings > Products > Restocking sales-history window**. The default is 30 days. ## Review your restocking forecast Open [Restocking Insights](https://wms.starshipit.com/dashboard/restocking) to see the product-level forecast. The dashboard shows: | Column | What it means | |---|---| | **Status** | The urgency of the forecast: Critical, Order Now, Attention, Healthy, or Unknown. | | **SOH** | The available quantity used by the forecast. It is warehouse stock minus reserved and committed quantities. | | **Needed** | The quantity required to reach the ideal stock level when available stock is at or below the warning stock level. | | **Plan Levels** | The product's warning and ideal stock levels. | | **Burn Rate** | Average daily consumption over the configured sales-history window. | | **Days Left** | Estimated days until the available quantity reaches zero at the current burn rate. | | **Order By** | Recommended order date, calculated as the projected stockout date minus the product's lead time. | | **Incoming** | Remaining quantity on Created or Partially Received POs that have an expected arrival date, plus the next expected date. | | **Stockout** | The date the available quantity is projected to reach zero. | Expand a product row to review its stock history and forecast chart. A warning icon indicates that the forecast has limited sales history and may be less reliable. ## How Restocking Insights calculates demand Restocking Insights uses outbound consumption movements from the configured sales-history window to calculate burn rate. It then combines that rate with available stock and the product's lead time to project stockout and order dates. Products without a lead time use a five-day default. Products can appear when either of these conditions applies: * They have a positive burn rate in the configured period. * Their available stock is at or below the warning stock level and their ideal stock level is higher than the available quantity. This means a product with no recent consumption can still appear when its warning and ideal stock levels show a restocking need. Products with neither recent consumption nor a configured threshold need are excluded. The **Needed** quantity is the ideal stock level minus the available quantity. **Incoming** stock is shown separately and is not subtracted from **Needed**, so review stock already on order before creating or issuing another PO. ## Create draft purchase orders The **Create Draft POs** action uses all qualifying products on the dashboard, even when you have applied a search or status filter. 1. Review **Needed**, **Incoming**, and any existing draft purchase orders. 2. Confirm that each product you want to include has the correct supplier and default unit cost. 3. Select **Create Draft POs**. 4. Check the confirmation message for the number of POs and line items created. WMS creates one **DRAFT** purchase order per supplier. Each draft contains the supplier's qualifying products, the **Needed** quantity, and the product's default unit cost. Products that need stock but do not have a supplier are skipped. Assign a supplier to the product, then run the action again if you still need a draft for it. :::important Each time you select **Create Draft POs**, WMS creates a new batch of drafts. Review existing drafts first to avoid creating duplicates. ::: ## Review and issue the drafts Drafts are not ready for receiving until you review and create them. 1. Go to **Purchase Orders**. 2. Filter the list to **DRAFT** and open each new PO. 3. Check the supplier, line items, quantities, unit costs, and total. 4. Add an **Expected Arrival Date** if you want the stock to appear in the Restocking Insights **Incoming** column after the PO is created. 5. Add, remove, or update line items as needed. 6. Select **Save as Draft** to keep editing later, or **Create PO** to change its status to **CREATED**. ## Export restocking data Select **Export CSV** to download all rows that match the current search and status filter, in the current sort order. The export is not limited to the page you are viewing. The CSV includes: * SKU, product name, and status * SOH, warning stock level, ideal stock level, and quantity needed * Burn rate, days left, order-by date, stockout date, and projection reliability * Incoming quantity, next incoming stock date, and order-overdue details Use the export to review reorders outside WMS or share the forecast with your procurement team or suppliers. ## Check the Operations dashboard summary The [Operations dashboard](https://wms.starshipit.com/dashboard/operations) includes a restocking summary card with the number of products that need attention. Select the card to open the full product-level forecast. ## FAQ Why are some products not appearing on the Restocking Insights dashboard? A visible product appears when it has a positive burn rate in the configured sales-history window or its warning and ideal stock levels show a restocking need. Check the product's visibility, sales history, **Warning stock level**, and **Ideal stock level**. What does SOH mean on this dashboard? The Restocking Insights **SOH** value is the available quantity used for forecasting. It starts with physical warehouse stock and subtracts reserved stock and quantities committed to open orders. Why was a product skipped when I created draft POs? WMS skips a product that has a positive **Needed** quantity but no assigned supplier. Assign the correct supplier on the product record, then create another batch if the product still needs stock. Does Restocking Insights create purchase orders automatically? No. WMS does not create POs in the background. When you select **Create Draft POs**, WMS creates supplier-grouped drafts for you to review, edit, and change to **CREATED** when ready. ## Related articles * [Suppliers and purchase orders](/articles/14700000000007-suppliers-and-purchase-orders) * [Inventory dashboard and stock visibility](/articles/14700000000014-inventory-dashboard-and-stock-visibility)