Planning is about setting the right Min/Max targets to stay ahead of demand — deciding when and how much to reorder to meet demand without overstocking. As usage patterns, supplier behavior, and business conditions change, Recurrency will identify these changes and bring items (and new recommendations) to your attention. You’ll them be prompted to accept or tweak a Min/Max.

Purchasing happens when your net stock drops below those targets. But proactive Recurrency Planning will streamline PO creation: Recurrency or your purchasing system can easily compare Min/Max values to net stock and provide better purchasing recommendations. This streamlines the PO creation process, allowing you to quickly review and approve recommendations instead of spending too much time on each line item. Essentially, Planning sets the stage, and Purchasing executes the plan.

Recurrency calculates your ideal reorder point (Min) and target stock level (Max) based on forecasted demand, supplier lead time, order cycle, and item behavior. Min/Max values may change for the following reasons:

Recurrency continuously monitors and recalculates Min/Max values based on these factors. For example, if an item hasn't been moving frequently but its usage increases, Recurrency will pick this up when analyzing the full month's data and adjust the Min/Max accordingly.

This ensures your Min/Max values stay relevant as demand and supply conditions evolve, keeping your inventory management proactive and up-to-date. To learn more about Demand Planning in Recurrency, visit this article.

Recurrency flags items for “Needs Review” when changes in demand patterns or supplier behavior are detected, helping you stay proactive and ensure your settings remain up to date. The default thresholds for flagging items are as follows:

Here’s an example for clarity:

This system ensures that you're always informed when meaningful changes occur, while minimizing unnecessary alerts. To learn more about Needs Review, visit this help center article.

Yes! Recurrency makes it easy to trace the logic behind recommendations. If you recently accepted a Min/Max and are receiving a new recommendation, you can view the changes that triggered it.

To do this, navigate to the item-location pair on the Planning page, open the Context Side Pane, and click "Edit" in the Min/Max section. This will open the Min/Max Modal, where you'll find detailed information about any changes. At the bottom of the modal, you'll see key data such as forecast drivers, supplier information, and safety stock settings — helping you understand the reasoning behind the recommendation and confidently explain it internally.

Additionally, the Audit Log section within the modal allows you to track who made changes and when. This provides a clear audit trail for any adjustments, ensuring full transparency at the item-location level.

You're always in control. If a recommendation doesn’t look right, you can override it, adjust the inputs that drive it (like forecasts, order cycles, or lead times), or temporarily pause it by excluding the item for a specific period. Recurrency is designed to be flexible — your judgment matters. If you want to learn more specifics, here are some resources that will help:

If you’d like support from the Recurrency team, you can flag the item directly from the context side pane in Planning. Flagging marks the item for review and temporarily excludes it from Planning until it’s addressed. When you flag an item, you can also add a note — whether it’s a reminder for yourself, a discussion point for your team, or a specific question or concern for Recurrency. Our team gets notified automatically when an item is flagged. If an action or response is required, we will follow up with a response within 24 hours.

Use OP/OQ when your supplier requires fixed order quantities or you prefer buying in bulk (an exact quantity each time) to reduce small or frequent POs. OP/OQ lets you lock in a specific Order Quantity while still benefiting from Recurrency’s dynamic Order Point calculations. This is great for items with strict packaging rules, fixed pallet sizes, or when you want to simplify receiving. For everything else, Min/Max is more flexible and adapts continuously to usage patterns, supplier changes, and forecast shifts — making it the default choice for most items.

If you want more detailed information, visit this help center article.

In most cases—nothing! When Min and Max are equal, it's usually expected behavior based on your item type and settings. For sparse items, they’ll always match because the goal is to stock a fixed number of months of demand. For non-sparse items, Min = Max simply means your Economic Order Quantity (EOQ) is low relative to your reorder frequency. You’ll still hit purchase targets over time, and Recurrency will accumulate inventory gradually. If you'd like a wider gap between Min and Max, adjusting your Order Cycle or EOQ settings can help—but it's not required for the system to work well.

If you prefer for Min and Max to always be different for non-sparse items, Recurrency provides you with a setting that can be enabled upon request. This setting helps create separation between your Min and Max levels across all items except for Sparse.

If you want to learn more about this, visit this help center article.

High Max values are often a result of Economic Order Quantity (EOQ)—which balances ordering and holding costs to save money overall.

Recurrency calculates Max based on:

Admins can fine-tune EOQ settings—if something truly feels off, we’ll work with your Admin team on adjusting configurations. To learn more about EOQ, visit this help center article.

Once Planning is set, Recurrency compares your current net stock to the Min/Max and recommends a quantity that brings you up to your Max.

No — Recurrency helps you quickly create and review Purchase Orders, then pushes them back into your ERP for final processing. However, sending the PO to your supplier always happens from within the ERP. This gives you the opportunity to make any last-minute customizations before sending. Once the PO is in the ERP, it becomes the source of truth, and any further edits or updates must be made directly in the ERP.

No — that's the power of Planning. By maintaining accurate, up-to-date Min/Max values in Recurrency, you’re doing the work before it’s time to buy. Recurrency (or your ERP) will compare your current net stock to these Min/Maxes and surface precise purchasing recommendations. This means Purchasing becomes a fast, streamlined process — you’re not starting from scratch or reviewing every line. Instead, you’re making final adjustments like tweaking quantities, reviewing transfers, or adding supplier-specific notes. The heavy lifting is already done.

The Days of Supply (also referred to as “Days of Stock”) metric helps you understand how long your current inventory will last based on forecasted demand. This value appears on the Purchase Status page of the Purchasing Module and is essential for prioritizing reorders.

There are two different calculation methods based on the item type: non-sparse and sparse.

For Non-Sparse Items, Days of Supply is calculated using forecasted usage. These items benefit from demand modeling and trend detection.

Formula:

This answers the question: “How many days will this item last if we continue selling at the forecasted rate?”

Sparse items are those with insufficient usage history for reliable forecasting—specifically, items that have recorded usage in only 6 or fewer of the past 12 months.

Formula:

Sparse logic is intentionally conservative and stable, designed to avoid triggering excessive reorders on rare-use items.

Understanding Days of Stock helps you:

Admins have full control over Recurrency's configuration settings and work closely with the Recurrency team to set them up before onboarding begins. Most customers complete initial configuration prior to the first onboarding session, though it’s common to make updates as end users provide feedback during onboarding.

Configuration is flexible by design—you’ll likely continue refining it even after go-live. We often see customers revisit their setup months later, especially if their purchasing model evolves or they set new business goals. When that happens, your Customer Success Manager will help you review and adjust settings to stay aligned and drive results.

You’ll start seeing more consistent purchasing, fewer surprises, and lower manual effort. During onboarding, we walk you through the logic behind forecasts and recommendations, and we continue to monitor performance together. These insights are reviewed regularly during key touchpoints such as progress reviews and business reviews to ensure everything is working as expected.