Reorder turns your demand forecast into ready-to-send purchase orders. Instead of working through low-stock items one at a time, you pick a strategy, review the quantities Organizely suggests (already grouped by supplier), and hand each supplier's list straight into a pre-filled draft purchase order. You will find it under Demand Planning → Generate PO.
Demand Planning is a manager and admin area by default. An admin can grant or restrict access per role, or per individual user, under Team → Roles and Permissions. Creating the draft purchase order happens in the Purchasing area, so you also need permission to create purchase orders.
What the suggestions are based on
Every suggested quantity starts from your demand forecast and your variant settings, then applies two safeguards so you do not over-order:
Suggestions are capped at each variant's maximum stock level, so a recommendation never overshoots the room you have.
Stock already on the way (open purchase-order units not yet received, plus stock in transit via transfers) is netted out, so you are not asked to double-order what is already coming.
Choosing a generation strategy
Pick one strategy under Generation strategy. Each answers a different reorder question.
Sales velocity : order enough to cover forecasted demand over the lead time plus safety stock. This is the default and the best fit for ongoing replenishment.
Target stock level : top each variant back up to a fixed target on-hand quantity that you set. Use this when you want every item brought to the same shelf level.
Fill below minimum : only reorder variants that have dropped below their minimum stock level. Use this for a lean, exceptions-only order.
Setting a target stock level
When you choose Target stock level, a Target stock level field appears.
Enter the on-hand quantity you want each variant topped up to (for example, 50).
The value must be greater than zero. Every variant is then brought up to that quantity.
The target level is required for this strategy. If you leave it blank or enter zero, generation will not run.
Narrowing the suggestions with filters
The Filters row lets you focus the run before generating. All three filters are optional and default to including everything.
Location : defaults to All locations. Pick a specific location to scope the inventory targets (on-hand and minimums) to that one location. Demand and velocity stay organization-wide.
Supplier : defaults to All suppliers. Pick one to plan a single supplier's order at a time.
Vendor : defaults to All vendors. Pick one to limit the run to that vendor's products.
Each filter appears only when you have those records set up (at least one location, supplier, or vendor). Suggestions are always grouped by supplier, so filtering to a single supplier or vendor is the easiest way to plan one order at a time.
Suppressing out-of-stock items
Turn on Suppress out-of-stock items to exclude any variant that is currently at zero on-hand from the suggestions. Leave it off to include everything the strategy selects. This is useful when you want to reorder items you are still selling and handle true stockouts separately.
Generating and reading the results
Choose your strategy, set a target level if required, apply any filters, and set the out-of-stock toggle.
Select Generate suggestions.
A Summary appears first, with the number of Suppliers, total Recommendations, Total cost, and Critical items across the whole run.
Below the summary, each supplier gets its own card with a per-line table.
If nothing matches, you will see a "No reorder suggestions" message. Try a different strategy, lower the target stock level, or turn off suppressing out-of-stock items, then generate again.
Each supplier card
A supplier card shows the supplier name, a one-line total (items, units, and cost), and a count of critical items when there are any. The table lists one row per variant with:
Product / SKU : the product, variant, and SKU.
Recommended qty : the suggested order quantity. If the variant has a minimum order quantity, it shows below as "MOQ".
Cost / unit and Total cost .
Urgency : critical, high, medium, or low.
Per-line warnings to watch for
Each row can carry small badges that explain how its quantity was decided:
Capped at max stock : the raw suggestion was larger, but it was trimmed to keep the variant at or below its maximum stock level.
MOQ exceeds room (overshoots max) : the supplier's minimum order quantity is larger than the room left under the max stock cap, so ordering the MOQ will push the variant above its maximum. Order it knowing you will overshoot, or adjust the quantity in the draft PO.
A strategy badge (for example, Sales velocity) showing which forecast method produced that line.
Handing a supplier into a draft purchase order
Once you are happy with a supplier's list:
Select Create draft PO on that supplier's card.
You are taken to the new purchase-order form, pre-filled with that supplier's suggested variants and recommended quantities.
The draft resolves its own current prices and sourcing, so review costs, quantities, expected delivery, and any fees there.
Adjust anything you need (including any line flagged as overshooting the max), then save or send the purchase order as usual.
Each supplier card creates its own draft, so a run that spans several suppliers becomes several separate purchase orders, one per supplier.
Need help?
If something looks off or you are not sure which strategy to use, reach out to our support team.