If your business is a combination of wholesale and retail, you cannot forecast your sales based on the combined sales history. Let's look at an example:

You sell 100 units per month of a product and have a wholesale order of 600 units every 3 months. On average you sell 300 units a month - (3*100+600)/3. If you are replenishing merchandize for the next month you need either 100 units or 700 depending on whether you'll have a wholesale order. The average forecast would recommend to you to purchase 200 units.

To make it more accurate, Inventory Planner allows you to plan wholesale orders separately from retail orders. 

To enable it go to Account > Settings 

> Forecasting and click on "Enable forecasting for wholesale customers".

Then you will see "Wholesale Order" menu on the left.

When you create a wholesale order for a customer you can specify:

  • the expected date of this order
  • the source warehouse
  • the frequency

Once this wholesale order is saved we consider "Lee John" as a wholesale customer and treat his past purchases separately. Wholesale customers can be identified by their email, company name or customer name. This information is pulled from your connected platform as is available to be selected in the 'Customer' field dropdown.

Once the wholesale order is created, this will change the average forecast with wholesale orders

to projections that ignore them.

Wholesale orders are taken into account in the replenishment based on the expected date.

Wholesale planning is currently not supported for the following platforms: Amazon, Prestashop, Vend. Please contact us if you require this functionality.

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