If you are changing platforms that are connected to Inventory Planner, we've put together a checklist to help transfer your information.
If you are adding a platform, use this process instead.
- Create a new Inventory Planner account.
- Connect your new platform.
- If needed, import sales history.
- Transfer vendor catalogs.
- Set lead time and days of stock for new warehouses.
- Update replenishment status.
Note that we are unable to retain stock history information but you can export it from your old account for reference.
Create a new Inventory Planner account.
To create an Inventory Planner account, please sign up here: https://www.inventory-planner.com/signup
Connect your new platform.
After you create an account, connect your store.
Follow the prompts to enter required information for your platform.
To check your connections to ensure that the correct data is being pulled into Inventory Planner. Go to Account > Settings to see which sales channels are connected.
Import sales history (optional)
If your new platform will contain your sales history, then that information will sync to Inventory Planner. If your new platform will not have sales history, then you need to load it into Inventory Planner so that a forecast can be generated.
Imported sales should not overlap with data already available in Inventory Planner. For example, if sales data from your platform starts September 1, then your import data should go up to August 31 only.
To import sales history click on Replenishment > Import > Sales Order History.
(The same import option is available in Edit Forecast, Overstock, Reports > Inventory KPIs. The import can be loaded from either of these screens with the same results.)
Your sales information should be in a CSV or XLS spreadsheet with the following column titles: SKU, Order Date, Quantity, Price (optional), and Currency (optional). Instead of SKU, you may alternately use Title, ID, Vendor Reference, or Barcode to match sales information with the correct variants in Inventory Planner. Note that the price should be the price paid by the customer for each unit. It is not the total revenue for that variant on that date.
In Inventory Planner, click on Select File to connect to your sales information. The file is successfully connected as indicated by the solid bar at the top of the dialog box.
Check to make sure that column titles from your spreadsheet are matched to the correct corresponding field in Inventory Planner. When all fields are matched correctly, click Upload to finish the process. It may take some time for the new data to load and reports to recompute. You will see when the upload is finished and recalculations are complete by looking at the sync icon at the top of the screen.
Transfer vendor catalogs
If you have one vendor per product and all vendors are in the same currency, you can export the replenishment report. Then, you'll import this into your new account as a Multiple Vendor Catalog.
If you have more than one vendor per product or multiple currencies, please contact Inventory Planner so that we can assist you with this transition.
Set lead time and days of stock for new warehouses
In order to product accurate replenishment recommendations, you will need to set the lead time and days of stock for your products.
The lead time is the amount of time that elapses between placing a purchase order and receiving products.
Days of stock is a period of time for which you’d like to have enough stock, or, in other words, the stock cover.
Read more about how to choose the lead time and days of stock.
You can update lead time and days of stock:
- By vendor (supplier)
- Individually by variant
- In bulk for variants through Bulk Actions
- In bulk for variants through import
Recommended: You can export lead time and days of stock from your old account and import it to your new account. In your old account, go to Replenishment. Make sure that your 'lead time' and 'days of stock' columns are showing on the report. Click on the gear icon in the upper right to add them if needed. Finally, click 'Export' at the bottom of the screen.
In Replenishment, click on Import at the bottom of the screen.
Select Replenishment from the import options.
Attach a spreadsheet with one column for the SKU (or other unique identifier such as barcode or ID), one column for lead time and one column for days of stock. Be sure that each column has a column title. Match your column title to the corresponding field in Inventory Planner.
Finally, click Upload.
Update replenishment status
To remove items from your forecast that you do not keep in stock (including dropshipped or discontinued items), go to the Replenishment report and select items you wish to remove.
Then click Bulk Actions > 'Set Non-Replenishable'
The default view of your Replenishment report shows replenishable items. If you wish to view items that are non-replenishable, remove the Replenishable filter.
Importing Non-Replenishable Status
If you have a spreadsheet of variants (SKUs) that need to be set as non-replenishable, you can import that information.
Recommended: In your old account, apply the 'Replenishable' = 'no' filter first. Then export this information.
In the Replenishment screen, select Import > Replenishment.
Attach your spreadsheet and select the column headers for the corresponding field.
Click 'Upload' to complete the import.