Retail - Order Planner Overview (Beta)
The POSaBIT Order Planner gives cannabis retailers a smarter way to evaluate inventory needs and build purchase orders from a single, centralized tool. By combining inventory insights, sales trends, and data-driven reorder recommendations in one place, the Order Planner helps you make more informed purchasing decisions with less manual work. Whether you're identifying fast-moving products, reviewing stock health, or planning upcoming replenishment, the tool is designed to help you order with greater confidence and efficiency.
How to Access & Utilize the Order Planner:
- Log in to your POSaBIT POS Portal
- Navigate to the Inventory tab and select Suppliers.
- From the Suppliers page, you will see a blue Order Planner button on the right side of the row for each active supplier with a license number - click Order Planner.
- Once the Order Planner is opened, fill out the fields below and click the blue Generate button on the right side of the fields
- Supplier License (Optional): If you want to see inventory from a specific license for any given supplier, select the license number here.
- Sales Week: Select the number of sales weeks you'd like to look back to analyze trends and velocity.
- Target Delivery Date: Select the target delivery date for this order - this will impact suggested products to reorder. If no date is selected, the default is today's date.
- Weeks Supply: How many weeks of inventory you want to order from the target delivery date, based on calculated velocity.
- If you'd like to start a new order and have items that were previously selected showing on the Order Summary tab, click on the Order Summary section and click the orange Start New Draft button to reset the report.
- Click Generate.
- Click on the Columns button to view/hide columns on the report as desired.
- Once set, you can also hover over the column on the report for a definition of the column value.
- View the different inventory tabs based on how you'd like to filter down your products:
- Suggested Reorders: Items with a suggested reorder quantity greater than zero, based on velocity and current stock. Excludes inactive inventory.
- Active Inventory: Active SKUs with inventory activity in the last 90 days (excludes archived products and SKUs).
- Inactive Inventory: Archived SKUs and active SKUs with no inventory activity for 90+ days.
- The Search field located above the top right of the report is a useful field to quickly filter the report by product, type, brand, etc. Type in a search term to narrow your results.
- Select the checkbox on the left of the product row to add it to the Order Summary section and/or select the item to export a report via excel, csv. or PDF.
- To export all products, leave the checkboxes unselected
- To clear any selections previously made, click the Start New Draft button on the Order Summary tab.
For additional assistance, please reach out to POSaBIT support @ 1 (855) POSaBIT OR SUPPORT@POSaBIT.COM
