What it shows
The Restock Planner looks at your recent Square sales and current stock, and lists books in priority order: the ones that will run out soonest first.
Filters:
- Analysis Window: base the numbers on the last 30, 60 or 90 days of sales.
- Status: show only some statuses.
- Vendor: show one vendor's books, or books with No vendor.
You can also search by ISBN, title or author, or scan an ISBN with the camera.
Columns
| Column | Meaning |
|---|---|
| Status | How urgently to reorder. See below. |
| Reorder? | Your decision: check to reorder, X to skip. |
| Vendor | Who you last bought the book from. Blank if no purchase vendor is recorded. |
| Stock | Copies on hand in Square. |
| Sold | Copies sold in the analysis window. |
| Velocity | Average copies sold per day over the analysis window. Higher means faster selling. |
| Stockout | Estimated days until you run out. Based on recent sales: for the 60- and 90-day windows, the last 30 days count double. Never means no recent sales. |
| Age | Days since the book first came into stock. Older books may need promoting. |
Click a column header to sort. Sorting is off while search results are showing.
Statuses
| Status | Meaning |
|---|---|
| Urgent | Will run out within 7 days, sold at least 3 copies in the window, and earns you a profit. |
| Reorder Soon | Will run out within 30 days and earns you a profit. |
| Adequate | Enough stock for now. |
| Overstocked | More than 90 days of stock, and more than 10 copies. |
| Dead Stock | In stock over 60 days and selling less than 0.1 copies a day. Consider discounting or returning these. Takes priority over the other statuses. |
The summary cards count Urgent, Reorder Soon and Dead Stock books, plus Total Items and Avg Velocity.
Mark what to reorder
In Reorder?, click the check to reorder a book or the X if you're not reordering it. Click again to clear. Marks stay until the book is next received into Square inventory, then clear by themselves.
A cart icon means the book is already on an order; click it to open the order.
Turn the list into an order
- Create order makes a new Active order with every checked book, even ones your filters hide. Each book's vendor is the one you last bought it from. Books already on an order are left out.
- Export CSV downloads a list to order from Pubeasy or Ingram. It includes checked books plus Urgent and Reorder Soon books, and leaves out books marked X or already on an order. Stock Coverage Period (7 to 60 days) sets the quantity: daily velocity times the number of days.
The Restock Planner needs a paid plan after the trial.