Annual restock
Monthly forecast vs simulated reorders and on-hand by product type, using ROP, lead time, and simplified PO timing.
Annual restock rolls suggested-restock logic forward 12 months and groups it by product type. You see forecasted demand, simulated purchase orders, and projected on-hand—not a SKU-by-SKU reorder list (use Stock Replenishment for that).
Where to find it: Dashboard → Reports → Annual restock (/dashboard/inventory/year-view). Select a shop first.
What it simulates
For each SKU, the report uses the same planning inputs as replenishment (lead time, days of stock / ROP, open POs, demand). It then:
- Takes forecasted demand month by month.
- Simulates orders when projected on-hand would hit the reorder point.
- Treats those POs as arriving after lead time (simplified timing—not your live PO calendar).
- Rolls on-hand forward: deplete demand, add receipts.
Rows are aggregated by Shopify product type so you can scan a year of buying at a category level.
Windows
| Mode | What you get |
|---|---|
| Rolling 12 months | Starts at the current month and steps forward 11 months. This is the default. |
| Calendar year | January–December of this year. Months already in the past cannot be back-simulated and show as —. |
Toggle graph to show or hide the demand vs planned-receipts chart above the grid. Search filters by product type. Export downloads the grid as CSV.
Reading the grid
Sticky columns on the left are product type and metric. Month columns run across. Each product type (and a Total row) includes:
- Planned on-hand (EOM) — simulated units at month end
- Days Left EOM — days of cover from that on-hand vs forecasted demand
- Recomm. Orders — simulated order quantities (current month matches live suggested restock)
- Order Value — those orders at cost
The chart above the grid (toggle Show graph) plots forecasted demand vs simulated orders. Demand itself is not a grid row.
Click N Products › on a type to open Stock Replenishment filtered to that product type. Use SKU analysis for a single SKU.
Related
- SKU analysis — one SKU, one location.
- Open to Buy — dollar buying budget over six months.
- Cash Flow Planner — cash timing around purchases and sales.