Metrics are important and allow you to understand your store and how it performs better.
 

7 Days Sales

Number of units sold the previous seven days

30 Days Revenue

Shows revenue for the most recent 30 days regardless of the date range of the report. For example, if using Inventory KPIs report for April 1 - 7, the 30 Days Revenue will still show revenue for the last 30 days. The Revenue column will show revenue for the date range of the report.

30 Days Sales

Shows how many units of a product has sold in the last 30 days. This will include stockouts (out of stock days) if applicable.

30 Days Stockouts

The number of days in the last 30 days when a product has been out of stock.

Stockouts are the days when a product is out of stock. For example, if stockouts shows as '15', then that means the stock level for the variants was 0 or show as a negative level for 15 days during the date range. 

ABC Class or “A” Class, “B” Class, “C” Class

Classes are categories of your inventory. By default, “A” Class includes SKUs comprising the top 80% of revenue, “B” Class is the next 15%, and “C” Class is the final 5%. 

You can change these percentages in Account > Settings > Forecasting. Classes are determined based on the last 30 days of sales by default but can be changed to calculate based on lifetime sales.

ACP (Average Cost Price)

COGS / number of units sold

Actual Sales

Shown on the Edit Forecast page, Actual Sales indicates the units sold less returns.

Age

Length of time since the first order date for a product or variant. If there is not a sale, then the 'created at' date will be used as the start date for calculating age.

Alerted (Filter)

Using the alerted filter (where Alerted = Yes) will show variants that either have run out of stock or will run out of stock before items can be replenished (stockouts are forecast during the lead time). Alerted items will be indicated with either a red or yellow 'Details' icon. 

Annotated (Filter)

Using the Annotated filter (where Annotated = Yes) will display variants with information in the Notes field. To view the Notes field, click on the gear icon in the upper right corner of Replenishment. 

ASP (Average Sale Price)

revenue / number of units sold

Available On Hand (Filter)

Using the Available On Hand filter will show all items in stock (when Available On Hand = Yes). If Available On Hand filter = No, then only items with 0 or negative stock levels will show in the report.

Available Stock is inventory on hand at that location in excess of what will be needed during the days of stock (planning period). This metric is based on the lowest amount of stock needed (based on the forecast) during the days of stock. Any inventory available over that amount is identified as available stock. (Note that Overstock is excess inventory after the days of stock. Available stock is excess inventory during the days of stock.)

AVG Cover (in months)

number of units in stock / average monthly sales

AVG PO Cover (in months)

number of units in non-closed purchase orders / average monthly sales

AVG Retail Price (Average Retail Price)

Average Retail Price = Revenue / units sold for the selected period of time

Revenue = gross revenue - discounts - returns

Gross revenue = number of units sold * sales order price before discounts 

Discounts = gross revenue - revenue

Returns are the number of product units included on returns (items sent back to the merchant). Return information is pulled from your connect sales platform and cannot be edited with Inventory Planner.

AVG ROS (Average Return on Sales)

profit / number of units sold

AVG Sales / Day

Sales / time period in days. There are no adjustments for out of stock days.

AVG Sales / Mo

Average sales/month is sales for all days average for the month. There are no adjustments for out of stock days.

AVG Stock Units (Average stock units)

Average stock units = Units in stock during the selected time period / number of days in the selected time period

Historical stock information is available as of the date that your Inventory Planner account was created. 

Barcode

The UPC of a product. If your connected sales platform does not have a barcode field, you can import this information using a Single or Multiple Vendor Catalog.

Brand

Brand is the name the product is sold under on your site. For example, Nike. 

Note for Shopify users, the 'Vendor' field in Shopify will show as Brand in Inventory Planner.

Bundles

Kits, bundles, or groups of variants can be designated as bundles. Read more about how to set up bundles and how they will show in Replenishment.

Category

A label for a group of similar products. For example, skis might be in a winter sports category. 

Categories are created in your connected sales platform and are not editable within Inventory Planner.

CBM

Cubic Meters per unit. When this is set, Inventory Planner will show CBM in purchase orders so that you can estimate how many cubic meters the container will be. 

Replenishment CBM = CBM of an individual item * replenishment amount.

Read more about setting CBM.

Class (Filter)

The Class filter refers to ABC Class or “A” Class, “B” Class, “C” Class.

Classes are categories of your inventory. By default, “A” Class includes SKUs comprising the top 80% of revenue, “B” Class is the next 15%, and “C” Class is the final 5%. You can change these percentages in Account > Settings > Forecasting. Classes are determined based on the last 30 days of sales.

Closing Stock

The amount of stock on hand for the end of a time period. It's based on the historical inventory snapshots taken by Inventory Planner.

Read more about how to view closing stock information.

Closing Stock Cost 

Cost value of stock at the end of the selected period.
Cost price * stock as of last sync
Cost price is the product price in the supplier catalog. The stock is based on the historical inventory snapshots taken by Inventory Planner.

Read more about how to view closing stock information.

Closing Stock Gross

Gross value of stock at the end of the selected period.
Regular price * units in stock.
Regular price is the retail price before discounts
The stock is based on the historical inventory snapshots taken by Inventory Planner.

Read more about how to view closing stock information.

Closing Stock Retail

Retail value of stock at the end of the selected period
Price * units in stock

Read more about how to view closing stock information.

Cost of Goods Sold (COGS)

COGS = number of units sold * landing cost price

If landing cost price is not set the cost price field is used.

COGS Diff % (Percentage change in cost of goods sold)

Percentage change in COGS = (Cost of goods during current time period - Cost of goods during previous time period) / Cost of goods during the previous time period

Landing cost price is the total unit cost for including cost price and related expenses. In addition to vendor cost it includes things like shipping, handling and other costs. Note that landing cost is the cost price in addition to extra expenses (and not only the extra expenses). 

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

Conversion Rate

Conversion rate = number of units purchased / number of page views

This information pulls from Google Analytics and cannot be edited in Inventory Planner.

Cost Compare

The "Cost Compare" metric shows each cost price from vendors associated with a variant.

When you have a variant that can be sourced from different vendors, there could be different cost prices associated with each. The "Cost Compare" feature shows each of these cost prices.

Learn more about how to compare costs when a variant is sourced from more than one vendor.

Cost price

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

If your connected platform has a cost field, we recommend updating cost prices there to keep all information in sync (updating costs in Inventory Planner will not push that information to your platform). If your platform does not have a cost field, then you can add costs directly to Inventory Planner.

Created at

When the product was imported or created in your sales platform. The 'created at' date will reflect when the product or variant was set up in your system and is different from 'published at' which indicates when a product most recently became visible to your customers.

Current Stock

Inventory level available as of the last sync between Inventory Planner and your connected platform(s).

Custom Alert (Filter)

Using the Custom Alert filter (where Custom Alert = Yes) will show variants that have alert settings different than your account settings.

Low stock alerts, email frequency, safety stock, and notify in advance alerts can be set in Account > Settings > Alerts. 

Variants can have different settings by marking items using Bulk Actions.

Learn more about setting alerts for your account or custom alerts for variants.

Days of Stock

The number of days that inventory should cover. This is important to determining an accurate inventory and making reasonable replenishment recommendations. 

It is also used to report on overstocked inventory. Products with stock in excess of forecasted days of stock will show as overstocked.

Read more about how to set the lead time.

Details

By clicking on the "i" icon in the Details column, you can access more information about replenishment, forecasted stock levels, edit the forecast or historical sales information, view stock history, set up bundles, merge or link variants, and customize low stock alerts.

Discounts

Discounts = gross revenue - revenue

The discounted price is taken from actual sales orders by comparing the listed price to the price in the sale order. 

Gross revenue = number of units sold * sales order price before discounts 

Revenue = gross revenue - discounts - returns

Discounts %

Discount percentage of gross revenue

Discounted (Filter)

Using the Discounted filter (where Discounted = Yes) will show all items that have a planned discount. 

Planned discount = Regular Price - Price. 

Expected Date

The calendar date that items on a purchase order or transfer are anticipated to arrive. Providing an expected date that is as close to accurate as possible will improve the accuracy of your replenishment forecast. 

If there are multiple purchase orders, transfers, or both that are open, the earliest expected date will be reflected in the Expected Date column of reporting.

The expected date on a transfer will show as creation date + lead time by default. This can be edited when creating a purchase order or transfer.

First 8 Weeks Revenue

Revenue made during the first eight weeks after the first sale date. If the first sale date is not available, then the product creation date is used. 

First 8 Weeks Sales

The number of sales occurring during the first eight weeks after the first sale date. If the first sale date is not available, then the product creation date is used. 

First Received At

Date that a product was first in received on a purchase order or transfer.

Read more about receiving a purchase order.

First Received Qty (Quantity)

Number of units received into inventory from the initial vendor purchase order or transfer.

Read more about receiving a purchase order.

First Sold At 

Shows the first sales for a product.

This information comes from your sales platform and cannot be edited in Inventory Planner.

Forecast

Projected customer demand shows as sales in units for the "days of stock" period. The forecast is calculated using the sales velocity and the sales trends in recent months (are sales increasing or decreasing?). Sales velocity is the rate of sales excluding out of stock days. Seasonal products emphasize the sales trends from the prior year rather than the most recent months.

Read more about how the forecast is calculated.

Forecast Lost Profit

Forecast lost profit = Stockouts during the lead time * (price - cost price)

Stockouts are the days when a product is out of stock. 

The forecast is the projected customer demand shows as sales in units for the "days of stock" period. The forecast is calculated using the sales velocity and the sales trends in recent months (are sales increasing or decreasing?). Sales velocity is the rate of sales excluding out of stock days. Seasonal products emphasize the sales trends from the prior year rather than the most recent months.

Read more about how the forecast is calculated.

Forecast Lost Revenue

Forecast lost revenue = Stockouts during the lead time * price

Stockouts are the days when a product is out of stock. 

The forecast is the projected customer demand shows as sales in units for the "days of stock" period. The forecast is calculated using the sales velocity and the sales trends in recent months (are sales increasing or decreasing?). Sales velocity is the rate of sales excluding out of stock days. Seasonal products emphasize the sales trends from the prior year rather than the most recent months.

Read more about how the forecast is calculated.

Forecast Profit

Forecast profit = forecast units * profit per unit

This is the projected profit for the "days of stock" period.

Profit/Unit is forward-looking to show the listed price and current landed cost. For Amazon sellers, product profit is the competitive price - landed cost price - estimated platform fee. If landed cost price is not available, Inventory Planner will use cost price.

The forecast is the projected customer demand shows as sales in units for the "days of stock" period. The forecast is calculated using the sales velocity and the sales trends in recent months (are sales increasing or decreasing?). Sales velocity is the rate of sales excluding out of stock days. Seasonal products emphasize the sales trends from the prior year rather than the most recent months.

Read more about how the forecast is calculated.

Forecast Revenue

Forecast revenue = forecast units * price

Projected revenue for the "days of stock" period

The forecast is the projected customer demand shows as sales in units for the "days of stock" period. The forecast is calculated using the sales velocity and the sales trends in recent months (are sales increasing or decreasing?). Sales velocity is the rate of sales excluding out of stock days. Seasonal products emphasize the sales trends from the prior year rather than the most recent months.

Read more about how the forecast is calculated.

Forecasted Stock

Forecasted stock is based on the forecasted demand for each product and the current stock on hand. Forecasted stock for the lead time and days of stock are available in Replenishment > Details. Read more about how different forecasts are calculated in Inventory Planner.

Gross Revenue

Gross revenue = number of units sold * sales order price before discounts 

Gross Revenue does not subtract returns and is same as Gross Sales metric in Shopify.

Gross Sales

Number of units sold during the time period. Returns are not included into this number.

Hidden in Overstock (Filter)

Using the Hidden in Overstock filter (where Hidden in Overstock = Yes) will display items that will not show in the Overstock report. Using the overstock report, you can hide variants from view (for example, items that are relatively new and you do not consider overstocked). 

Holiday excluded sales

Inventory Planner excludes holiday sales such as Black Friday, Cyber Monday and the week before Christmas so that unusually high sales do not skew forecasting calculations. 

ID

A unique number assigned to each variant by your eCommerce platform or inventory management system.

Image

Photo of the product or variant. This is pulled from your connected sales platform.

IP Tag

IP tags (Inventory Planner tags) allow you to assign tags within your IP account. These allow you to group, filter or search using these labels. Read more about how to set up IP tags here.

IP Variant

If there is a component of your bundle that is not sold individually, you can create an IP variant. An IP Variant only exists in Inventory Planner. Read more about how to set up an IP variant here.

IP Variant (Filter)

Using the IP Variant filter (where IP Variant = Yes) will display only IP Variants in your report. Read more about how to set up an IP variant here.

Is Bundle Component (Filter)

Using the Is Bundle Component filter (where the Is Bundle Component = Yes) will display only variants that are tied to bundles in Inventory Planner. 

Learn more about setting up bundles and components.

Labels

Noteworthy descriptions for products and SKUs including New Product, Overstocked, and Discounted

Landing Cost Price

Landing cost price is the total unit cost for including cost price and related expenses. In addition to vendor cost it includes things like shipping, handling and other costs. Note that landing cost is the cost price in addition to extra expenses (and not only the extra expenses). 

Landing costs can be imported, or will be computed over time using Inventory Planner as you create and receive purchase orders as long as you set the shipping cost and select to update variants when a PO is saved.

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

If your connected platform has a cost field, we recommend updating cost prices there to keep all information in sync (updating costs in Inventory Planner will not push that information to your platform). If your platform does not have a cost field, then you can add costs directly to Inventory Planner.

Last Received At

Most recent date a product was received and added to inventory

Read more about receiving a purchase order.

Last Received Qty (Quantity)

Number of units received into inventory from the most recent vendor purchase or transfer

Read more about receiving a purchase order.

Last Sold At

Shows the most recent date of sales for a product

This is set in your sales platform and cannot be edited in Inventory Planner.

Lead Time

The amount of time it takes to order a product from the vendor and receive it into inventory. This is an important factor for your forecast. 

Read more about how to set the lead time.

Lead Time Forecast

The number of units that Inventory Planner estimates will be needed during the specified lead time. A lead time forecast of "24/14 days" shows that 24 units will be needed during a 14 day lead time. The forecast is calculated based on sales velocity. Read more about how different forecasts are calculated in Inventory Planner.

Lifetime Revenue

Price * Number of units sold for the lifetime of the product

This is all revenue and is not limited to the revenue from only the date range of the report. To see revenue from the report date range, use 'revenue'. 

Price and unit sales information comes from your sales platform and cannot be edited in Inventory Planner.

Lifetime Sales

Number of gross units sold during the lifetime of the product.

This is all units sold and is not limited to the number of units sold during the date range of the report. To see units sold only during the report date range, use 'sales'. 

Unit sales information comes from your sales platform and cannot be edited in Inventory Planner.

Low Stock Alert

Based on the forecasted demand, items in stock and on order, a low stock alert will alert when a variant needs to be reordered. A low stock alert will be sent on the Replenish Date.

Margin

Margin = profit / revenue

Profit = Revenue - COGS
Revenue = gross revenue - discounts - returns
COGS = number of units sold * landing cost price
If landing cost price is not set the cost price field is used.

Markdown

Markdown = (Gross Regular Revenue - Gross Revenue) * quantity

Gross Regular Revenue is calculated using the Regular Price (sometimes called the 'compare to' price).

Revenue = gross revenue - discounts - returns

Markdown %

Markdown percentage = Markdown / Gross revenue

Markdown = (Regular Price - Revenue) * quantity

Markup

profit / COGS

Merged Variants

When a product has an updated style or slightly changes sizes, it may be helpful to merge variants so that the new product has sales history needed to create a forecast. Learn how to merge variants.

Modified at

The last time product information was updated on your sales platform. When details on a product page are changed, Inventory Planner will reflect the date that those details were updated.

MOQ (Minimum Order Quantity)

The lowest amount that you are allowed to order from a vendor. When an MOQ is set and it is not met in a purchase order, you will see a warning at the bottom of the purchase order. See more here about how to set up MOQ.

Name

The product or variant title. This column in Inventory Planner will also display with SKU, barcode, and ASIN. If you would like to only see the product or variant title, use the 'Title' column instead.

No Cost Price (Filter)

Using the No Cost Price filter (where No Cost Price = Yes) will show variants that do not have a cost price set in Inventory Planner. 

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

If your connected platform has a cost field, we recommend updating cost prices there to keep all information in sync (updating costs in Inventory Planner will not push that information to your platform). If your platform does not have a cost field, then you can add costs directly to Inventory Planner.

Notes

Information you enter about a variant. For example, if an item will be available at a discounted rate later in the year, you could enter a note to indicate that information.

Old Stock (Filter and Label)

Old stock is stock that does not have sales for more than 2 months and was created more than 2 months ago. It also has not been received for more than 2 months and there are no on order quantities.

On Order

On Order indicates the number of units in active purchase orders to vendors. Active purchase orders have 'open' or 'partially received' status. Purchase orders with 'draft,' 'closed,' or 'cancelled' status are not considered active.

Note that warehouse transfers will show quantities in the 'transfer in' and 'transfer out' columns. Different from purchase orders from vendors, warehouse transfers have a source and destination warehouse.

On Order % (On Order Percentage)

On order % = units in active purchase orders for a particular variants / all units on order. 

On Order indicates the number of units in active purchase orders to vendors.Active purchase orders have 'open' or 'partially received' status. Purchase orders with 'draft,' 'closed,' or 'cancelled' status are not considered active.

Note that warehouse transfers will show quantities in the 'transfer in' and 'transfer out' columns. Different from purchase orders from vendors, warehouse transfers have a source and destination warehouse.

On Order Cost

On order cost is the cost value of "on order" units. 

Cost price is the product price in the supplier catalog.

On Order indicates the number of units in active purchase orders to vendors. Active purchase orders have 'open' or 'partially received' status. Purchase orders with 'draft,' 'closed,' or 'cancelled' status are not considered active.

Note that warehouse transfers will show quantities in the 'transfer in' and 'transfer out' columns. Different from purchase orders from vendors, warehouse transfers have a source and destination warehouse.

On Order Cost %

On order cost % = the cost value in active purchase orders / the total cost value on order. 

Cost price is the product price in the supplier catalog.

On Order indicates the number of units in active purchase orders to vendors.Active purchase orders have 'open' or 'partially received' status. Purchase orders with 'draft,' 'closed,' or 'cancelled' status are not considered active.

Note that warehouse transfers will show quantities in the 'transfer in' and 'transfer out' columns. Different from purchase orders from vendors, warehouse transfers have a source and destination warehouse.

On Order Retail

On order retail is the retail value of "on order" units.

Retail value is the current product retail price as set on your sales platform. This is set in your sales platform and cannot be edited in Inventory Planner.

On Order indicates the number of units in active purchase orders to vendors. Active purchase orders have 'open' or 'partially received' status. Purchase orders with 'draft,' 'closed,' or 'cancelled' status are not considered active.

Note that warehouse transfers will show quantities in the 'transfer in' and 'transfer out' columns. Different from purchase orders from vendors, warehouse transfers have a source and destination warehouse.

On Order Retail %

On order retail % = Retail value of a particular variant in active purchase orders / the total retail value on order.

Retail value is the current product retail price as set on your sales platform. This is set in your sales platform and cannot be edited in Inventory Planner.

Active purchase orders have 'open' or 'partially received' status. Purchase orders with 'draft,' 'closed,' or 'cancelled' status are not considered active.

Note that warehouse transfers will show quantities in the 'transfer in' and 'transfer out' columns. Different from purchase orders from vendors, warehouse transfers have a source and destination warehouse.

Opening Stock

The amount of inventory on hand at the start of the selected time period. The stock is based on the historical inventory snapshots taken by Inventory Planner. Opening stock is computed as current stock + sales for the selected period. 

Read more about how to view opening stock information.

Opening Stock Cost

Cost value of opening stock. Opening stock is computed as current stock + sales for the selected period. This metric does not take into account stockouts. Cost price is the product price in the supplier catalog. The stock is based on the historical inventory snapshots taken by Inventory Planner.

Read more about how to view opening stock information.

Opening Stock Gross

Gross value of opening stock.
Regular price * units on hand at the beginning of a report time period.
Regular price is the retail price before any discounts are applied.
Opening stock is computed as current stock + sales for the selected period. This metric does not take into account stockouts. The stock is based on the historical inventory snapshots taken by Inventory Planner.

Read more about how to view opening stock information.

Opening Stock Retail

Retail value of opening stock.
Price * opening stock
Opening stock is computed as current stock + sales for the selected period. This metric does not take into account stockouts. The stock is based on the historical inventory snapshots taken by Inventory Planner.

Read more about how to view opening stock information.

Options

Sizes, colors and other variant options that apply to that SKU or product. This is set in your sales platform and cannot be edited in Inventory Planner.

Overstocked (Filter)

Using the Overstocked filter (where the Overstocked = Yes) will display variants that are forecast to have stock on hand beyond the planning period. The planning period is the lead time + days of stock as set in the Replenishment section of Inventory Planner. 

Learn more about the Overstock report and how overstock is calculated.

Overstocked Cost

The cost value of stock on hand that exceeds the planning period. The planning period is the lead time + days of stock as set in the Replenishment section of Inventory Planner. 

Learn more about the Overstock report and how overstock is calculated.

Overstocked Retail

The retail value of stock on hand that exceeds the planning period. The planning period is the lead time + days of stock as set in the Replenishment section of Inventory Planner. 

Learn more about the Overstock report and how overstock is calculated.

Overstocked Units

The number of units that exceeds the planning period. The planning period is the lead time + days of stock as set in the Replenishment section of Inventory Planner. 

Learn more about the Overstock report and how overstock is calculated.

Overstocked Variants

The number of variants (SKUs) that have units in stock exceeding the planning period. If a single variant has 100 units overstocked, that will count as 1 overstocked variant and 100 overstocked units. 

Note that this is different than 'overstock units' which will show the sum of all units overstocked. The planning period is the lead time + days of stock as set in the Replenishment section of Inventory Planner. 

Learn more about the Overstock report and how overstock is calculated.

Page Views

The number of times that product page has been viewed. This information pulls from Google Analytics and cannot be editing in Inventory Planner.

Period

Time span or dates included in data showing

Planned Discount

Calculated as Regular Price - Price. 

Price is the current product retail price as set on your sales platform. Regular price is the product retail price before discount, sometimes called the 'compare to' price. Price and regular price are set in your sales platform and cannot be edited in Inventory Planner.

Planned Margin

Planned Margin = (price - cost price) / price

Price is the current product retail price as set on your sales platform.  Price is set in your sales platform and cannot be edited in Inventory Planner.

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

If your connected platform has a cost field, we recommend updating cost prices there to keep all information in sync (updating costs in Inventory Planner will not push that information to your platform). If your platform does not have a cost field, then you can add costs directly to Inventory Planner.

Planned Markup

Planned markup = 100 * (historical retail price - historical cost price) / historical cost price

Planned Sales

Planned Sales viewed on the Edit Forecast page of Inventory Planner will include any edits to the Inventory Planner forecast and wholesale orders if applicable. The Planned Sales will show units sold for the entire month (not remaining days if viewing the current month). 

Planning Period Forecast

The number of units that Inventory Planner estimates will be needed during the specified days of stock. A planning period forecast of "49/30 days" shows that 49 units will be needed during 30 days of stock. The forecast is calculated based on sales velocity. Read more about how different forecasts are calculated in Inventory Planner.

Platform Fee

The 'platform' fee' will be the total fees charged by the connected platform for the date range of the report. Platform fees include referral fees, variable closing fee, per item fee, and FBA fees. 

Platform fees are currently available only for Amazon.

Platform Variant Fee

Platform variant fee is the fee per unit charged by the connected platform (currently only supported for Amazon connections). 

The 'platform' fee' will be the total fees charged by the connected platform for the date range of the report.

Product ID

The unique ID (identification number) for the product (or parent of a group of SKUs or variants). 

PO cover in days

The number of days ordered (but non-received) inventory will last given recent sales trends.

PO cover in months

The number of months ordered (but non-received) inventory will last given recent sales trends.

Price

Current product retail price as set on your sales platform. This is set in your sales platform and cannot be edited in Inventory Planner.

Competitive Price

For Amazon sellers, the competitive price is pricing for active offer listings based on two pricing models: New Buy Box Price and Used Buy Box Price.
https://docs.developer.amazonservices.com/en_US/products/Products_GetCompetitivePricingForSKU.html

Product Name

The title given to the product in your store. This information is set on your connected sales platform and cannot be edited in Inventory Planner.

Profit

Profit = Revenue - COGS

Revenue = gross revenue - discounts - returns

COGS = number of units sold * landing cost pice
If landing cost price is not set the cost price field is used.

Profit/Unit

Profit/Unit is forward-looking to show the listed price and current product landed cost. For Amazon sellers, product profit is the competitive price - landed cost price - estimated platform fee. If the landing cost is not set, Inventory Planner will use cost price instead.

Profit %

Profit for one variant / Profit for all variants

Profit = Revenue - COGS

Revenue = gross revenue - discounts - returns

COGS = number of units sold * landing cost pice
If landing cost price is not set the cost price field is used.

Profit Diff % (Percentage Change in Profit)

Percentage Change in Profit = (profit during current time period - profit during previous time period) / profit during the previous time period

Profit = Revenue - COGS

Revenue = gross revenue - discounts - returns

COGS = number of units sold * landing cost pice
If landing cost price is not set the cost price field is used.

Published at

The date that your product or variant became visible to your customers. Note that if a product is published, then unpublished, and published again, the 'published at' date will be the most recent date when the item became visible on your site.

Received Qty

The number of units received during the date range of the report.

Regular price 

Product retail price before discount, sometimes called the 'compare to' price. This is set in your sales platform and cannot be edited in Inventory Planner.

Replenish Date

The date to replenish a variant so that it covers the “lead time” and “days of stock” period. Ordering after the replenishment date will result in a predicted stockout.

Replenishable (Filter)

When Replenishable filter = 'Yes,' items that are marked as replenishable will show in the report. Items marked as non-replenishable will be excluded. Replenishable items are ones to be reordered. When the Replenishable filter = 'No' then non-replenishable items will show and replenishable items are excluded from view.

Discontinued and dropshipped items should be marked as non-replenishable.

Replenishable (Status in Columns)

As a column, Replenishable shows if an items is replenishable or non-replenishable. 'Yes' in the Replenishable column indicates the item is replenishable. 'No' indicates the item is non-replenishable. 

Discontinued and dropshipped items should be marked as non-replenishable.

Replenishment

Replenishment is based on forecasted demand and indicates how many more units are needed in order to meet customer demand. It takes into consideration current stock, on order or transfer quantities, continued selling during the lead time, and how many units are needed to meet demand during the days of stock.

Read more about how the forecast and replenishment are calculated here.

Replenishment CBM

Volume of an individual item shown as CBM * replenishment

CBM is Cubic Meters per unit. When this is set, Inventory Planner will show cumulative CBM in purchase orders so that you can estimate how many cubic meters the container will be.

Replenishment is based on forecasted demand and indicates how many more units are needed in order to meet customer demand. It takes into consideration current stock, on order or transfer quantities, continued selling during the lead time, and how many units are needed to meet demand during the days of stock.

Read more about how the forecast and replenishment are calculated here.

Read more about setting CBM.

Replenishment Cost

Replenishment cost = replenishment * cost price.

This is the purchase cost to cover the "days of stock" period. Cost price is the product price in the supplier catalog. 

Replenishment is based on forecasted demand and indicates how many more units are needed in order to meet customer demand. It takes into consideration current stock, on order or transfer quantities, continued selling during the lead time, and how many units are needed to meet demand during the days of stock.

Read more about how the forecast and replenishment are calculated here.

Replenishment Profit

Replenishment profit = replenishment * (price - cost).

The expected profit of products needed to cover the "days of stock" period.

Replenishment is based on forecasted demand and indicates how many more units are needed in order to meet customer demand. It takes into consideration current stock, on order or transfer quantities, continued selling during the lead time, and how many units are needed to meet demand during the days of stock.

Read more about how the forecast and replenishment are calculated here.

Replenishment Retail

Replenishment retail = replenishment * price.

The retail value of products to cover the "days of stock" period. Retail price is the price the customer will pay.

Replenishment is based on forecasted demand and indicates how many more units are needed in order to meet customer demand. It takes into consideration current stock, on order or transfer quantities, continued selling during the lead time, and how many units are needed to meet demand during the days of stock.

Read more about how the forecast and replenishment are calculated here.

Return Units

Number of product units included on returns (items sent back to the merchant). Return information is pulled from your connect sales platform and cannot be edited with Inventory Planner.

Returns Revenue

The revenue amount (units * sales order price) sent back to customers following returns to the merchant. Return information is pulled from your connect sales platform and cannot be edited with Inventory Planner.

Revenue

Revenue = gross revenue - discounts - returns

Returns use the sales order return date, not original order date. This is the same as Net Sales metric in Shopify.

Revenue Diff %

Revenue Difference percentage = (revenue during current time period - revenue during previous time period) / revenue during the previous time period

The change in the revenue from the previous time period.

Revenue = gross revenue - discounts - returns

Safety Stock

The minimum stock level for a product.

Read about how to set safety stock.

Sales

Sales are the number of units sold for the selected period (date range of the report) less returns. 

This is information comes from your sales platform.

Sales %

Number of units sold for one variant / Number of units sold for all variants

Sales are the number of units sold for the selected period (date range of the report) less returns. 

Units sales information comes from your sales platform.

Sales Diff % (Percentage change in the number of units sold)

Sales Difference percentage = (sales during current time period - sales during previous time period) / sales during the previous time period

This is the change in the number of units sold from the previous time period.

Sales are the number of units sold for the selected period (date range of the report) less returns. 

Sales information comes from your sales platform.

Sales Velocity

Sales velocity = sales / number of days product was in stock for the selected period.

Out of stock days are excluded from the calculation. In stock means the stock level is at least 1 unit.

Sales are the number of units sold for the selected period (date range of the report) less returns. 

This is information comes from your sales platform.

Sales Velocity / Day

Expressed in days, sales velocity = sales / days with stock in the time period.

Out of stock days are excluded from the calculation. In stock means the stock level is at least 1 unit.

Sales are the number of units sold for the selected period (date range of the report) less returns. 

This is information comes from your sales platform.

Sales Velocity / Mo

Expressed in months, sales velocity = (sales / days with stock in the time period) * 30. 

Sales velocity/month is sales when the product is in stock averaged for the month. 

Out of stock days are excluded from the calculation. In stock means the stock level is at least 1 unit.

Sales are the number of units sold for the selected period (date range of the report) less returns. 

This is information comes from your sales platform.

Seasonal (Filter)

Using the seasonal filter (where Seasonal = Yes) will show only variants that are set to use a seasonal forecast.

Read more about how seasonal and non-seasonal forecasts are calculated.

Sell Through

Sell through = Sales for the selected period / opening stock. 

Average stock is based on the historical inventory snapshots taken by Inventory Planner during the daily data sync with your connected platform. Opening stock is computed as current stock + sales for the selected period. 'Sales' in Inventory Planner is net sales and is different than 'Gross Sales'. This metric does not take into account stockouts.

Sells Out In

The number of days until a product will be out of stock. 

'Sells out in' starts with your forecast, then takes into consideration your current stock and any items on order to calculate when you'll run out.

'Sells out in first' shows if stock run out before a PO arrives (based on expected date).

To see when current stock will run out, use 'stock cover in days'.  

Sells Out In First

If there are products on a purchase order "Sells Out In First" will indicate if there is a predicted stock out before products arrive. "Sells Out In" will show when products run out after the PO is delivered.

To see when current stock will run out, use 'stock cover in days'.  

Shipping

Amount paid by customers on orders to receive their products. This will not include shipping costs already built into the listed price. This is set in your sales platform and cannot be edited in Inventory Planner.

SKU

The Stock Keeping Unit refers to a unique code you assign to your variant or product. This is set in your sales platform and cannot be edited in Inventory Planner.

Stock

Number of units of inventory. This number is pulled from your connected platform and cannot be edited in Inventory Planner (unless you have an IP warehouse set up, in which case you will need to control stock manually). 

Stock % (Stock Percentage)

Stock % = number of units available of one variant / Number of all units available across all variants

Stock is the number of units of inventory. This number is pulled from your connected platform and cannot be edited in Inventory Planner (unless you have an IP warehouse set up, in which case you will need to control stock manually). 

Stock Begin (Opening Stock)

number of units in the beginning of selected period

Stock Cost

Stock cost = cost * stock

Stock cost is the cost price in the supplier catalog of inventory on hand. 

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

If your connected platform has a cost field, we recommend updating cost prices there to keep all information in sync (updating costs in Inventory Planner will not push that information to your platform). If your platform does not have a cost field, then you can add costs directly to Inventory Planner.

Stock Cost % (Stock cost percentage of all stock cost)

Stock Cost % = Stock Cost of one variants / Stock Cost of all variants

Stock cost is the cost price in the supplier catalog for all inventory on hand.

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

If your connected platform has a cost field, we recommend updating cost prices there to keep all information in sync (updating costs in Inventory Planner will not push that information to your platform). If your platform does not have a cost field, then you can add costs directly to Inventory Planner.

Stock cover in days

The number of days the available inventory will last based on the forecast.

The forecast is projected customer demand shown as sales in units to cover the "days of stock" period. The forecast is calculated using the sales velocity and the sales trends in recent months (are sales increasing or decreasing?). Sales velocity is the rate of sales excluding out of stock days. Seasonal products emphasize the sales trends from the prior year rather than the most recent months.

Read more about how the forecast is calculated.

Stock cover in months

The number of months the available inventory will last based on the forecast.

The forecast is projected customer demand shown as sales in units to cover the "days of stock" period. The forecast is calculated using the sales velocity and the sales trends in recent months (are sales increasing or decreasing?). Sales velocity is the rate of sales excluding out of stock days. Seasonal products emphasize the sales trends from the prior year rather than the most recent months.

Read more about how the forecast is calculated.

Stock End (Closing Stock)

number of units at the end of selected period

Stock Gross

Stock gross = regular price * stock

Regular price is the product retail price before discount, sometimes called the 'compare to' price. This is set in your sales platform and cannot be edited in Inventory Planner.

Stock is the number of units of inventory. This number is pulled from your connected platform and cannot be edited in Inventory Planner (unless you have an IP warehouse set up, in which case you will need to control stock manually). 

Stock Retail

Stock retail = Price * stock

This will be the retail price of all units in inventory. 

Price is the current product retail price as set on your sales platform. This is set in your sales platform and cannot be edited in Inventory Planner.

Stock is the number of units of inventory. This number is pulled from your connected platform and cannot be edited in Inventory Planner (unless you have an IP warehouse set up, in which case you will need to control stock manually). 

Stock Retail % (Stock retail percentage of all stock retail)

Stock Retail of one variants / Stock Retail of all variants

Stock retail = Price * stock

This will be the retail price of all units in inventory. 

Price is the current product retail price as set on your sales platform. This is set in your sales platform and cannot be edited in Inventory Planner.

Stock is the number of units of inventory. This number is pulled from your connected platform and cannot be edited in Inventory Planner (unless you have an IP warehouse set up, in which case you will need to control stock manually). 

Stockouts

Stockouts are the days when a product is out of stock. For example, if stockouts shows as '15', then that means the stock level for the variants was 0 or show as a negative level for 15 days during the date range. 

Stockouts % (Percentage of Stockouts)

Stockouts % = Out of stock days / Days in the selected period

Stockouts are the days when a product is out of stock. 

Stockturn

Stockturn = sales / average stock for the selected period. 

Average stock is based on the historical inventory snapshots taken by Inventory Planner during the daily data sync with your connected platform. This metric will not be available immediately when creating an Inventory Planner account. Historical stock information is recorded starting with the date an Inventory Planner account is created. 

Tags

Tags are imported from your store or inventory management system. They are used to help describe and filter products, orders and other information within your store. 

If you would like to set tags within Inventory Planner, use IP Tags (Inventory Planner tags). IP tags can be set using Bulk Actions. 

Tax

Tax amount paid by customers on orders. This will not include taxes already built into the listed price (ie VAT). This is set in your sales platform and cannot be edited in Inventory Planner.

Title

The variant or product title (name) as defined on your connected sales platform. 

Total Available Stock 

The sum of Available Stock from all compared locations. Available Stock is inventory on hand at that location in excess of what will be needed during the days of stock (planning period). This metric is based on the lowest amount of stock needed (based on the forecast) during the days of stock. Any inventory available over that amount is identified as available stock. 

Total Revenue

Total revenue = gross revenue - discounts - returns + taxes + shipping charges

Total revenue will be a positive number for a sale on the date that an order was placed, and a negative number for a return on the date that an order was returned.

Tracked Inventory (Filter)

Tracked inventory means you are monitoring the stock level for that item. Untracked inventory could be drop-shipped or made to order items where you do not need to worry about low or out of stock levels. 

Tracked inventory is set in your sales platform and cannot be edited in Inventory Planner.

Transfer In

When creating a transfer from one warehouse to another "Transfer In" represents the incoming stock to a warehouse. Different from purchase orders from vendors, warehouse transfers have a source and destination warehouse.

Transfer In indicates the number of units in active warehouse transfers. Active transfers have 'open' or 'partially received' status. Transfer with 'draft,' 'closed,' or 'cancelled' status are not considered active.

Transfer Out

When creating a transfer from one warehouse to another "Transfer Out" represents the outgoing stock from a warehouse. Different from purchase orders from vendors, warehouse transfers have a source and destination warehouse.

Transfer Out indicates the number of units in active warehouse transfers. Active transfers have 'open' or 'partially received' status. Transfer with 'draft,' 'closed,' or 'cancelled' status are not considered active.

UOM (Units of Measurement)

The Units of Measurement (UOM) requirement specifies the granularity of products and is used when products are purchased in boxes. See more here about how to set up UOM.

Variants

The most granular level of items for sale in your store. This will include the type of the item such as the color or size when available. This is sometimes referred to as the 'child' and a product is the 'parent'. For example, one style of dress would the product. Then the dress in small is one variant, medium is another variant, and so on.

Vendor

Vendor is the distributor with whom you place orders. For example, Running Shoe Distributors.

Note that in Shopify, the Vendor field on your product page will show as the Brand in Inventory Planner.

Vendor Reference

Use this field in your purchase order when the vendor uses a different SKU or code than you use in your store. If your connected sales platform does not have a vendor reference or supplier SKU field, you can add this in the Vendor section of Inventory Planner or import this information using a Single or Multiple Vendor Catalog.

To add Vendor Reference to your purchase order or transfer, click 'Switch to advanced mode' while editing your order. Then enable 'include vendor SKUs'. 

Vendor Product Name

A product name given by your vendor. This can be noted on purchase orders and is particularly helpful when you and your vendor have different names for the same item. If your connected sales platform does not have a vendor product name or supplier product title field, you can import this information using a Single or Multiple Vendor Catalog.

To add Vendor Product Name to your purchase order or transfer, click 'Switch to advanced mode' while editing your order. Then enable 'use my titles as vendor product names'.

Visible (Filter)

Visible items are showing on your website. Some merchants will create the product page but not make the item live on their sites, so those would not be visible items.

If an item is visible or not is set in your sales platform and cannot be edited in Inventory Planner.

Warnings

Warnings indicate no sales for a product or extended stockouts.

Yesterday Sales

Number of units sold the previous calendar day

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