Home Inventory Orders Settings Integrations

Help Centre

Answers to the most common questions about how Forthcast works and what each number means.

How Forthcast works

Forthcast connects to your Shopify store, reads your order history, and uses that data to estimate how much demand to expect in the future. From there it calculates:

  • How much stock to hold: enough to cover expected demand plus a safety buffer for unexpected spikes or supplier delays.
  • When to reorder: so you place orders early enough that stock arrives before you run out, even accounting for your lead time.
  • How accurate those estimates are: tracked month by month so you can see where the forecast is performing well and where it needs more data.

Forecasts improve as more order history accumulates. Items with less than 6 months of history are marked with a Limited Data badge. Treat those recommendations as a starting point rather than a precise number.

Replenishment

Found under Inventory, Replenishment. This is where you manage day-to-day reordering decisions.

Reorder Point

When your on-hand stock drops to this number, it is time to place an order. The reorder point is calculated from your average daily sales rate, your lead time, and a safety buffer. By the time your new stock arrives, you should not have run out. Lead time has the biggest influence on this number, so make sure it is set correctly in Settings.

Safety Stock

A built-in buffer above your expected demand. It protects against two things: demand arriving faster than usual, and suppliers taking longer than their stated lead time. A higher service level (set in Settings) gives you a larger safety stock and a lower chance of a stockout, but it means carrying more inventory.

Order Quantity

The suggested quantity to order to bring your stock back to a safe level. This is a recommendation. You can order more or less based on your own knowledge of minimum order quantities, promotions, or seasonality.

Days of Stock

How many days your current stock is expected to last at your current sales rate. The coloured bar below it shows coverage relative to your lead time. If the bar is short or red, stock may run out before a new order could arrive.

Revenue to Protect

The sales revenue at risk if you run out of stock during your lead time window. Use this to prioritise which reorders to act on first when you have limited cash or supplier capacity.

In Transit

Units on open purchase orders that have not yet been received. These are factored into your stock position so you do not double-order. If a PO is running late or arriving with less than expected, a PO Late or PO Low warning will appear.

Status badges

  • Order Now (red): stock is already at or below the reorder point. Act today.
  • Plan Ahead (orange): stock will reach the reorder point within your lead time window. Order soon.
  • Pre-season: a seasonal demand peak is approaching within your lead time. Consider ordering ahead even if your stock looks sufficient right now.
  • Limited Data: fewer than 6 months of sales history. Forecasts are less precise; use your own judgement alongside the recommendation.
  • Low Data: fewer than 2 weeks of sales history. The forecast is an early estimate only.
  • Spike: an unusually large order was detected in your history. You can review and dismiss spikes in the Anomalies section.

ABC Classification

A quick way to see which SKUs matter most. A items are your top revenue drivers, prioritise these. B items are mid-tier. C items are slow movers or new products with limited history. Classifications are recalculated automatically as your sales patterns change.

Stock Health

Found under Inventory, Stock Health. A bird's-eye view of your whole catalogue.

What it shows

Stock Health groups all your SKUs into categories so you can see at a glance where your inventory health is strong and where it needs attention. Items flagged as overdue or at risk of running out appear here alongside items that may be overstocked.

Lost Sales

If a SKU was out of stock during a period when it would normally be selling, Forthcast estimates the revenue that was lost as a result. These are displayed in the banner at the top and broken down in the Stock Health report. Use this to quantify the cost of stockouts and to prioritise which items to focus on.

Slow-moving stock

Items that are selling much slower than expected relative to how much stock you are holding. These tie up capital and storage. The report highlights them so you can consider markdowns, promotions, or reducing future order quantities.

Bundles, multi-packs & variety packs

Found under Settings, Bundles. Tell Forthcast which SKUs are made up of other SKUs so demand and stock add up correctly.

Why bundles need mapping

When you sell a bundle SKU, the units customers buy are the bundle parent — but the stock you actually consume is the components inside it. Without a bundle mapping, Forthcast would forecast the parent SKU on its own and miss the demand it places on each component. The result: overstock on the parent (you don't need to reorder a kit, you assemble it), and understock on the components.

Mapping a bundle

Open Settings, Bundles. Choose the bundle parent SKU, then add each component SKU and the quantity per unit. A 6-pack of the same product is a bundle with one component at quantity 6. A gift set with three different items is a bundle with three components at quantity 1 each.

Once mapped, every sale of the parent bundle is allocated to its components in your demand history. The reorder report stops recommending purchases of the parent and instead recommends the right amount of each component.

Mixed and variety packs

A variety pack — for example, a sampler with one of each flavour — is mapped the same way: list each flavour SKU as a component with quantity 1. Forthcast will spread demand across all of them so each flavour is reordered in proportion to how often the variety pack actually sells.

Auto-detection

Forthcast scans your catalogue for likely bundles and packs by looking at product titles and SKU patterns ("6-pack", "variety", "set of 3", and similar). Suggested bundles appear in Settings, Bundles with a confidence score. Review each one, edit the components or quantities if needed, and confirm — nothing is applied to your forecast until you accept the mapping.

Hiding assembled SKUs from the reorder report

If a bundle is something you assemble in-house from components, you don't want Forthcast asking you to reorder the assembled parent. Once a bundle has a mapping, the parent SKU is automatically excluded from reorder recommendations — the report will only show its components, since that's what you actually buy.

If you also want the parent removed from Stock Health and other reports, add it to Settings, Exclude Products. The bundle mapping itself stays active.

SKU multipliers (case packs from suppliers)

Bundles describe how you sell. SKU multipliers describe how you buy. If your supplier ships a SKU only in cases of 12, set the case size on that SKU's lead-time settings — Forthcast rounds order quantities up to the nearest case so what's recommended is also what's orderable.

Performance

Found under Inventory, Performance. Shows how well recent forecasts matched actual sales, and lets you apply manual adjustments to future demand.

Velocity

Average units sold per month, based on months that had actual sales. This gives you a quick read on how fast a SKU moves.

Demand Trend

Compares your 3 most recent months of sales against the 3 months before that. A rising trend means demand is growing; a falling trend means it is slowing down.

Accuracy

How close the forecast was to what actually sold. Higher is better. Above 70% is considered healthy. Lower accuracy on a high-velocity SKU is worth investigating; lower accuracy on a slow-moving SKU is normal and less concerning.

Bias

Shows the direction of forecast errors. A positive bias means you consistently sold more than the forecast predicted. A negative bias means the forecast is consistently over-estimating. Consistent bias in one direction is more actionable than random errors.

Last Month comparison

The most recent completed month, showing what Forthcast predicted versus what actually sold. Use this as a quick sanity check each month.

What to act on

  • If accuracy is consistently below 60% on a fast-moving SKU, check whether there have been unusual events (a large one-off order, a stockout period) distorting the history.
  • If bias is consistently positive (you keep selling more than forecast), consider raising the service level for that SKU to build in a larger safety buffer.
  • If bias is consistently negative (you keep selling less than forecast), your safety stock may be higher than needed. Reducing the service level slightly could free up cash.

Adjust Forecast (manual demand adjustments)

The Adjust Forecast panel at the top of the Performance tab lets you apply a percentage uplift (or downlift) to a SKU's forecast for a specific date range. For example, if you are running a promotion in April and expect a 40% increase in demand, enter +40% with start and end dates and Forthcast will factor it into the reorder calculations for that window only.

Use a negative percentage to dampen the forecast — for example, when a competitor is running a promotion you expect to take share, or when you've decided to deprioritise a SKU. Adjustments stack with the underlying model rather than replacing it, so seasonality and trend are preserved.

Active adjustments are listed below the entry form and can be removed at any time. Removing an adjustment immediately reverts the forecast for that SKU to its standard calculation. Adjustments are visible in the SKU detail panel as well, so anyone reviewing the reorder recommendation can see why the number is what it is.

SKU Detail Panel

Click the name of any SKU in the Replenishment table to open a detailed breakdown for that product.

Summary cards

The top row shows the key numbers at a glance: current stock, reorder point, safety stock, and suggested order quantity. These are the same values shown in the main table, but grouped together for easy reference.

Stock breakdown: Available, Committed, On PO, Backordered

The Inventory section of the SKU detail panel splits stock into four tiers so you can see exactly where every unit is:

  • Available — physically on hand and free to sell. This is the figure Shopify shows on the storefront.
  • Committed — units already attached to unfulfilled customer orders. Counted as sold from a forecasting standpoint, but still sitting in your warehouse until the order ships.
  • On PO — units on open purchase orders not yet received. The expected-arrival date is shown on hover.
  • Backordered — units customers have ordered that you couldn't fulfil. These are demand you owe and need to clear with your next inbound shipment.

Reorder calculations use all four — your effective stock position is Available + On PO − Committed − Backordered. Looking at on-hand alone is misleading once you have unfulfilled orders or POs in flight; the four-tier view is what the recommendations actually run on.

Retail vs. wholesale split

The Order Breakdown section labels each historical order as retail, bulk, or wholesale and shows you the percentage of recent demand coming from each. Bulk and wholesale orders are detected automatically from order tags, sales channel (B2B portal, Draft Orders), discount codes, and unusually large quantities — see the Order Tag Detection section for the full list of signals.

Wholesale and bulk orders are excluded from the seasonal pattern by default so a single large B2B order doesn't inflate your daily reorder point. They remain visible in the demand history so you can see the full picture, and you can override the classification on any individual order.

Reorder Intelligence

A chart showing how demand is expected to move over the coming months alongside your current stock trajectory. The shaded region shows the range of uncertainty. Where the stock line approaches zero, that is where you would run out if no order is placed.

  • Reorder point line: the threshold at which you should trigger an order.
  • Average cycle chip (for slow-moving items): shown as "~14mo" or similar. This is the typical gap between orders for a SKU that sells infrequently. It helps set expectations: if a product sells once every 14 months, holding months of safety stock is unnecessary.
  • Amber "~X/yr" chip: shown when a SKU sells fewer than roughly one unit per month annualised. It signals a low-frequency item where the standard daily-rate model is less precise.

Order Breakdown

A month-by-month view of historical sales for this SKU, including the number of orders and units per period. For SKUs with very few historical orders, a compact summary shows the total order count, units sold in the last 12 months, and the date of the last sale.

Demand History chart

Shows actual sales (bars) alongside the forecast line for the same period. Use this to see how well the model has been tracking real demand, and to spot any seasonal peaks or unusual spikes that may be distorting the numbers.

Anomalies

Any orders that were significantly larger than typical for this SKU are flagged here. Anomalies are excluded from the seasonal pattern by default, because one unusually large B2B or bulk order should not inflate your normal reorder calculations. You can review each one and decide whether to include or exclude it.

Purchase Orders

Found under Orders. Manage incoming stock orders and track what is in transit.

Creating a purchase order

Click New PO to create a purchase order. You can add SKUs and quantities manually, or use the suggested quantities from the Replenishment table as a starting point. Assign a supplier, an expected arrival date, and any reference number you use with that supplier.

PO statuses

  • Draft: saved but not yet confirmed with your supplier.
  • Ordered: sent to the supplier. Units are now counted as In Transit in the Replenishment table.
  • Received: stock has arrived. Units are removed from In Transit.
  • Cancelled: the order did not proceed. Units are removed from In Transit.

PO Late and PO Low warnings

PO Late appears on a SKU in the Replenishment table when an open purchase order has passed its expected arrival date and the stock has not yet been received. PO Low appears when the incoming quantity on a PO is lower than the amount originally planned for. Both are a prompt to follow up with your supplier.

Forwarding supplier emails to Forthcast

Each store has a private inbound email address (shown on the Purchase Orders page). When your supplier sends a confirmation, invoice, or shipping document by email, forward it to that address — Forthcast reads the message and any PDF attachments and matches them back to the right open purchase order automatically.

We use the parsed information to update the PO with the supplier's reference number, confirmed quantities, prices, and expected ship date. If the supplier confirms a different ETA than you originally entered, the PO is updated and the In Transit numbers in your Replenishment table follow automatically.

If a forwarded email cannot be matched to an existing PO with confidence, it is held for review on the Purchase Orders page so you can attach it manually. Nothing is changed on a PO until the match is confirmed.

Backorder tracking

When a customer order can't be fulfilled because stock has run out, the unfulfilled units are tracked as backorders. Forthcast counts them per SKU and shows the total in the optional Backorders column on the Replenishment table — turn it on via the Customize button.

Backordered units stay on the SKU until either the customer order is fulfilled or it is cancelled. Reorder calculations factor backorders into priority so SKUs with customers already waiting are surfaced first. Resolved backorders disappear automatically once the order ships from your store.

Notion sync

If you connect Notion via the Integrations page, purchase orders can be synced to a Notion database automatically. This is useful for teams who track supplier correspondence and delivery notes in Notion alongside their Forthcast data.

Packaging

Found under Inventory, Packaging. Forecast cartons, mailers, inserts, and other packaging materials from your finished-goods demand.

How packaging forecasts are built

For each packaging material you add (a mailer, a carton, an insert, an outer box), you tell Forthcast which finished SKUs use it and how many units of that material each finished unit consumes. Forthcast then takes the demand forecast for those finished SKUs and rolls it up into a projected quantity for the packaging material itself.

Setting up a packaging material

On the Packaging tab, click Add Material. Give it a name, a current on-hand quantity, a supplier and lead time, and the SKUs it is used on with the units consumed per finished unit (a mailer is usually 1; an insert that is shared across products may be 1 per order; tissue paper might be a fraction).

Once linked, the packaging material gets its own row with projected demand, days of cover, and a reorder recommendation — calculated the same way as a regular SKU but driven by the rolled-up demand of the finished products it ships in.

Why this matters

Running out of mailers or branded boxes stops you shipping just as effectively as running out of product. Treating packaging as a forecasted item — instead of guessing from past purchase invoices — means your packaging reorders track real customer demand and you stop overbuying or running short.

Customize

The Customize button in the Replenishment table lets you control which columns are visible.

Showing and hiding columns

Click Customize at the top of the Replenishment table to open the column chooser. Toggle any column on or off. Your preferences are saved in your browser so the same layout appears next time you open the app.

This is useful if your team only acts on a subset of columns, or if you want a cleaner view that focuses on the most urgent information.

Filtering and searching

The search bar at the top of the report lets you filter by SKU name or product title. You can also filter by status badge (Order Now, Plan Ahead, etc.) and by supplier, so you can quickly pull up only the SKUs relevant to an upcoming order.

Settings: Lead Time

Found in Settings, Lead Time. The single most important input in Forthcast.

What lead time means

Lead time is the number of days between placing an order with your supplier and having that stock available in your warehouse or ready to ship. If it is set incorrectly, every reorder point calculated by Forthcast will be off by the same margin.

Store default vs. per-SKU lead time

You can set a single default lead time that applies to all products. You can also set a different lead time on any individual SKU, which will override the store default for that product only. Per-SKU lead times are useful when certain suppliers are consistently faster or slower than your average.

Supplier-level lead times

If you use suppliers, you can set a lead time per supplier in the Suppliers section. That supplier lead time then applies automatically to all SKUs linked to them, unless a per-SKU lead time has been set that overrides it.

Settings: Service Level

Found in Settings, Service Level. Controls how much safety stock to hold.

How service level works

A service level of 95% means the safety stock is sized so that, across all your orders, you expect to have stock available 95% of the time. Raising it to 99% gives more protection but increases the amount of inventory you carry. Lowering it to 90% reduces safety stock and frees up cash, but increases the chance of running out.

95% is the recommended starting point for most stores. You can adjust it per SKU for products that are especially critical or especially low-priority.

Settings: Buffers

Found in Settings, Buffers. Add a fixed extra quantity on top of the calculated reorder point.

What buffers are for

A buffer adds a fixed number of units to the reorder point or safety stock for a SKU or group of SKUs. Use buffers when you have a known reason to hold extra stock that the forecast does not capture, such as a product that is hard to restock quickly, a planned promotion, or a supplier with inconsistent reliability.

Creating a buffer

Click Add Buffer, give it a name, set the extra units, and assign it to one or more SKUs. You can create multiple buffers and apply different ones to different products. Buffers can be edited or removed at any time without affecting the underlying forecast.

Settings: Suppliers

Found in Settings, Suppliers. Organise your products by supplier for easier reordering.

Adding a supplier

Create a supplier record with a name, lead time, and any minimum order quantity (MOQ). Once a supplier exists, you can assign SKUs to it in the per-SKU settings or via the Replenishment table.

Why suppliers matter

Assigning suppliers to your SKUs lets you filter the Replenishment table by supplier and create purchase orders that group all items from the same supplier together. It also feeds the supplier lead time into reorder calculations for all linked products.

Purchase price and MOQ

If you enter a purchase price per SKU and a minimum order quantity, Forthcast can show you the estimated cost of each reorder. This helps you plan cash flow alongside stock replenishment decisions.

Settings: Exclude Products

Found in Settings, Exclude Products. Remove specific SKUs from your reports.

When to exclude a product

Exclude products that you never want to appear in your replenishment report. Common reasons include discontinued SKUs still in your Shopify catalogue, samples or test products, gift cards, and any item you manage stock for entirely outside Forthcast.

Re-including a product

To bring an excluded product back into the report, go to Settings, Exclude Products, and remove it from the exclusion list. It will reappear in the Replenishment table on the next page load.

Order Tag Detection

How Forthcast identifies subscription and wholesale orders — no configuration required for most stores.

Forthcast automatically excludes subscription and wholesale orders from your demand calculations using seven detection signals. These run on every order without any tag setup needed.

Subscription signals (built-in)
  • Order tags: Skio, ReCharge, Bold, Smartrr, Loop, Ordergroove, Appstle, Seal, Stay AI, Subify, Paywhirl, and any tag containing subscription, recurring, or autoship
  • Shopify Selling Plans (native subscription billing) on any line item
  • Third-party app properties on line items (ReCharge, Bold subscription metadata)
  • Recurring customer pattern: customers with 3+ orders in 12 months averaging less than 60 days apart
Wholesale / B2B signals (built-in)
  • Order tags: wholesale, b2b, trade, reseller, bulk, distributor, stockist, key-account, and related patterns
  • Discount codes with wholesale-indicating text (e.g. WHOLESALE20, B2B-TRADE)
  • Sales channel: Draft Orders and Shopify B2B portal
  • Company field: orders placed via the Shopify B2B company portal
  • Statistical outlier: order quantity 3+ standard deviations above your SKU average

Integrations

Forthcast connects to additional platforms beyond your main Shopify store.

Shopify

Your primary connection. Order history, inventory levels, and product data all sync automatically from Shopify. No additional setup is needed.

TikTok Shop

Connect your TikTok Shop account to include TikTok sales in your demand data. Set up via the Integrations page.

Notion: Purchase Order Sync

Export your purchase orders to a Notion database for tracking and team visibility. Set up via the Integrations page.

Amazon FBA Beta

This integration is currently in beta. It is available to connect on the Integrations page, but we recommend contacting us before relying on it for live inventory data.

QuickBooks Beta

This integration is currently in beta. It is available to connect on the Integrations page, but we recommend contacting us before relying on it for live data.

Xero Beta

This integration is currently in beta. It is available to connect on the Integrations page, but we recommend contacting us before relying on it for live data.

Getting help

If something does not look right or you have a question not covered here, we are happy to help.

  • Chat with us: use the support chat bubble in the bottom corner of any page.
  • Email: info@forthcast.io
AI Assistant

Ask me anything about your inventory: