Magento 2 Inventory Planner: Reorder and Overstock Forecasts

Inventory Planner calculates how fast each product sells and, from that, predicts the date it will sell out, the date you should reorder it and how many units to order. It also finds overstocked products and shows how much money is tied up in stock with each supplier. All recommendations appear in grids in the Magento admin and can be exported to CSV or Excel XML.

The forecast is based on sales velocity: the units sold over the sales history period, 90 days by default, divided by the number of days. Only orders in the statuses you select count as sales (Complete by default), and refunded and canceled items are subtracted. For a product added within that period, the planner divides by the days since its creation, so new products aren't understated.

Velocity is an average of recent sales, so the forecast doesn't predict seasonal peaks in advance. A shorter history period makes it react faster when demand changes. See the configuration guide for details.

Magento's built-in inventory (MSI) stores stock per source, reserves units for placed orders and can list products below a fixed threshold in the Low Stock report. It doesn't calculate when to reorder or how much to buy. Inventory Planner adds that forecast on top of your Magento stock data, along with overstock detection, suppliers, product groups and stock value reports.

Yes. With MSI, the planner shows the stock and saleable quantity of each source and sums them for the product. You can limit the calculations to selected sources in the settings. Stores that don't use MSI work the same way with a single stock.

The forecast and reorder recommendation are calculated for the product as a whole, not for each source separately. Inventory Planner doesn't manage warehouses: it doesn't move stock between sources or select a source for shipment.

The planner divides the current stock by the sales velocity to get the days until the product sells out. The reorder date is that many days minus the lead time, the time a supplier needs to deliver. The recommended quantity covers the stock cover time, 30 days of sales by default, plus the sales expected before the order date.

Lead time is taken from the product's supplier, or from the global setting (14 days by default) if no supplier is assigned. Stock cover time is taken from the product's group or from the global setting. The exact formula is in the configuration guide.

Overstock Time sets how many days of sales you are ready to keep in stock, 60 days by default. The overstock quantity is the current stock minus the sales velocity multiplied by Overstock Time. A product is shown as overstocked only when this surplus is larger than the Overstock Quantity Threshold, 5 units by default. A product with stock but no sales in the history period is shown with its whole stock as overstock.

Both values are global settings that you can override for a product group.

Yes. Add suppliers with their own lead time and assign products to them; if a product has several suppliers, the planner uses the one whose lead time still fits before the product sells out. Put products into groups to give them their own stock cover time, overstock time and overstock threshold. Suppliers and groups can be imported and exported in a CSV file.

No. It recommends what to order, when and how many units. Export the Replenishment grid to CSV or Excel XML and use it to place orders with your suppliers in your usual way. A supplier's minimum order quantity is shown in the grids for reference.

No. Inventory Planner works only in the Magento admin. Its stock numbers and forecasts aren't shown on the storefront.

The extension tracks products by their stock quantity, which usually means individual items. It can't track goods sold by length, area or weight directly, but it works if your store uses one unit of measure as one quantity.

For example, fabric is measured in square meters. If your store counts 1 square meter as 1 unit of stock, Inventory Planner tracks it like any other product.

Yes. Filter the grids by SKU, product name, stock status or a range in any numeric column, such as days of stock. You can also add your own product attributes as extra columns. Open a product to see its 12-week forecast, stock change history, orders, invoices, shipments and credit memos.

Forecasts are recalculated when products or stock change and in a full reindex every night. Press the Update button in the grid to recalculate immediately. The indexer processes products in batches, so large catalogs reindex quickly; for very large catalogs, run the full reindex from the command line with bin/magento mirasvit:inventory-planner:reindex instead of the Update button.