Smart Replenishment
Smart Replenishment gives you daily product recommendations for your retail locations, so you can build orders faster without entering every product and quantity by hand.
What it does
Each day, Smart Replenishment suggests which products to reorder and how many units, based on your location’s recent activity. With a few clicks, you can turn those suggestions into ready-to-review draft orders.
Nothing is ordered automatically. You stay in control and decide what gets submitted.
How to use it
- Start. Select Locally Suggestions on the Orders page, next to Create New Order. You can also start from the order actions on the Manage page.
- Choose a customer (if you work with more than one). Pick the customer you want to order for.
- Review your locations. You’ll see each location with its suggested product count and total suggested units. Search by location number or name, or filter to view only your selections.
- Select locations. Choose one or more locations, up to the maximum allowed for your account.
- Import. Select Import Suggested Orders. Elastic creates your draft orders and takes you back to the Orders page, where they appear in your list.
- Review and submit. Open each draft, adjust quantities, remove items you don’t need, and submit when you’re ready.
Good to know
- Drafts only. Suggested orders are always created as drafts and are never submitted for you.
- Updated daily. Recommendations refresh once a day, so they may not reflect changes made since the latest update.
- Multiple drafts per location. If suggested products come from different catalogs, you’ll get one draft per catalog. This is expected.
- Processed status. A location marked Processed already has a draft from the current recommendations. You can still select it again to create a new draft.
- Item checks happen when you open the draft. If a suggested product is unavailable, discontinued, or doesn’t meet minimum or multiple-order rules, you’ll see a standard order exception to resolve before submitting.
- Easy to spot. Orders created this way show a Locally Suggested icon in your orders list and order widget.
- Device support. Creating suggested orders is available on desktop and tablet. On mobile, you can still view and manage orders that were created this way.
No suggestions?
If you see No Order Suggestions, there are no recommendations available for the selected customer right now. Try again later, or choose another customer if you have access to more than one.