Your Inventory Planner account settings control the default behavior of your account. Being familiar with the available settings allows you to customize Inventory Planner to best suit your business. This article will walk you through the settings and how they impact your account.

Access your account settings by clicking on "Account" in the lower left corner, then "Settings".

Use the Connections and warehouses tab to manage your currently connected platforms and add new ones. Click here to learn more about how to connect your store or stores.

Warehouses represent locations where stock is kept. They are set up on your connected platform (sometimes as "locations"), and one platform may have several warehouses. For example, Amazon connections will show FBA warehouses for each country within the region as well as a FBM warehouse across the region. Learn more about warehouses here, and learn how to configure individual warehouses here.

In this tab you can enable or disable warehouses for replenishment and reporting purposes. You can also create combined warehouses to group warehouses together for forecasting and replenishment. Learn more about combined warehouses here.

Under the General tab, you can set basic information about your account and also configure your alerts.

Inventory Planner lets you set alerts to inform you when you're running out of stock or when you’ve met a vendor’s minimum requirements for ordering.

You can configure the frequency and what information you receive, as well as customize the alerts by SKU.

You can also send alerts to multiple email addresses at once, ensuring everyone who needs to be alerted receives the relevant information.

Enable or disable low stock alerts in this section.

If the notify in advance setting is enabled, Inventory Planner will send you an email on the replenish date of your variant, based on the variant's lead time, so you can order stock before you run out.

When enabled, delta alerts will only notify you on the first date that an item reaches its replenish date. If the variant is not ordered that day, it will not be included in future notifications.

You can stop alerts for variants whose stock is below zero by checking the box to "exclude variants with negative stock". This setting is useful if you allow backorders or preorders.

You can also choose whether or not to exclude hidden variants from low stock alerts.

Learn more about other ways to set up low stock alerts for individual variants.

Enable or disable vendor alerts in this section.

If vendor alerts are enabled, Inventory Planner will send you an email when a product’s replenishment recommendation is approaching a vendor’s minimum order quantity.

In the Replenishment tab, you can configure your default replenishment settings.

Set the default replenishment recommendation for items with zero stock and no sales history.

Note that this setting only applies to items with zero stock and no sales history. The setting is intended to be used for newly listed item awaiting an initial order of inventory. Once an item either has stock or sales history, the default replenishment will not apply.

Set the number of units added to the calculated replenishment recommendation.

For example, if Inventory Planner calculates 5 units are needed of an item and the default minimum stock is set to 10 units, the new replenishment recommendation will be 15 units.
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For better recommendations and stock control, Inventory Planner recommends adding to the days of stock instead of using a default minimum stock level. Adding to days of stock ensures that the buffer amount of stock is relative to the sales velocity for each item. Read more about why it's better to use days of stock rather than minimum safety stock here.

Set the default lead time (in days) for new variants.

Set the default days of stock for new variants.

Set the default assembly time (in days) for new assemblies.

Set the default assembly cycle (in days) for new assemblies.

In the Forecast tab, you can configure your default forecast settings. You can also enable and configure your wholesale settings here.

Inventory Planner automatically detects when a product is out of stock starting from the moment you connect your store to Inventory Planner. Looking at stockouts helps to estimate the demand correctly. For example, if you sell 10 units of Variant A per month on average but the product is out of stock for 1/2 of a month, the real demand for it is 20 units. Without taking stockouts into account, the forecasted demand could be too low.
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​By default, your account is set to take stockouts into account. However, if your store allows overselling (sales of an item even when it is out of stock), then you should change this setting to disregard out-of-stock information.

Choose the forecasting method used by all items in your account by default, unless the variant uses a custom forecast setting.

When this option is checked, Inventory Planners will take holiday sales seasons (including Black Friday and Cyber Monday) into account, even for items that are non-seasonal.

Inventory Planner checks the previous year's sales in the months of November and December and any detected increases are automatically factored in to your future forecast for these times.

Read more about forecasting for the holiday season here.

Check this box to ignore returns when generating a forecast.

For non-seasonal forecasting methods (Recent Sales & Trends and Last Sales), it can be helpful to exclude certain periods of unusual sales from the forecast calculation. For example, by excluding Black Friday and Cyber Monday sales, the forecast the following weeks and months will not be overstated despite a spike in sales.

Choose whether to enable the Wholesale functionality, allowing you to separate wholesale orders from your regular demand. Replenishment recommendations will add wholesale needs on top of regular demand. Learn more about wholesale planning here.

The Stock orders tab allows you to configure the following settings:

Learn more about stock order settings here.

Learn more about stock order templates here.

The Reports and metrics tab lets you configure settings that impact your reporting.

If your retail prices include VAT, your forecasted revenue will be calculated including VAT. You can enter the average VAT percentage value here to generate forecasts excluding VAT.

ABC analysis is a way to categorize your product catalog using classes, so you can report on how well your products are performing.

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 use this section to change the percentage each section represents.

By default, Inventory Planner calculates classes based on revenue within the last 30 days of sales, but you can modify the date range using the "ABC metric" option.

You can also configure your settings to segment the classes based on the number of units sold and lifetime sales instead, by checking the "ABC analysis by units sold" checkbox.

The Inventory Planner API provides realtime access to data in your Inventory Planner account and is intended to be used by developers.

Please note that the API is currently in beta and subject to change.

To access Inventory Planner API, first you need an API authorization key. The key is associated with user. To obtain the key:

Use “Delete key” if you would like to remove the key.

To authorize using API key, add the following two headers to HTTP requests:

Authorization: <API_key> Account: <account_id>

Note that you can also access the API from the browser using existing Inventory Planner session. This may be useful for making manual requests with browser.

Read more about Inventory Planner's API here.

The Users tab allows you to view your current users, add new users and customize permissions.

Learn more about adding and managing your users here.