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

Connections

You can confirm you current platform connections and add additional connections as needed. Read more here about how to connect your store, including connecting more than one store.
 

Warehouses

Enable or disable warehouses to view for replenishment and reporting purposes. If all warehouses are disabled, you will see a combined view of all warehouses. If you would like to set up combined warehouses, click here for step-by-step instructions and considerations.

Warehouses are set up on your connected platform (depending on the platform, these may be called 'locations'). Amazon connections will show FBA warehouses for each country within the region as well as a FBM warehouse across the region. 

Users

You can add users and customize permissions in Settings > Users. Add additional user emails in this section. 

To customize permissions, click on Edit under the Permissions heading and then click Full Access (uncheck the box). Then you can select which sections of Inventory Planner that user can view. To update access, click on ‘Save Permissions’. 

Forecast

Click on the Forecast tab in Settings to customize account-wide settings affecting the sales forecast and related analytics.

Top-down forecasting

Use top-down forecasting should be enabled when you have items with a short sales history. This setting computes a forecast at the Category level*, then distributes forecasted sales to the Variants. The last 2 months of sales are used to determine each variant's percentage contribution to the total unit sales of the category.

For example, if Variant A contributed 5% of the sales units to Category Z during the last 2 months, then Variant A will receive 5% of the category's forecasted sales in upcoming months.

*Note: if a category has less than 12 months of history, forecasts are first computed at the store-wide level then distributed to the Variants.

Enable forecasting for wholesale customers

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. Learn more about how to use the Wholesale planning section of Inventory Planner.

Adjust forecast using out-of-stock information

By default, Inventory Planner accounts take out of stock information into consideration. This means that if a product is out of stock, the forecast will exclude that time so that the true sales velocity is not understated. If your store allows overselling (continued selling even when an item is out of stock), then you should uncheck the box for "Adjust forecast using out-of-stock information". Read more about how stockouts affect the forecast.

Products are seasonal by default

If you sell seasonal products, you can set variants to use a seasonal forecast by default. Seasonal product may be sold only at certain times of the year or may sell all year but perform differently at particular times of the year (ie you see spring and fall sales spikes). If most or all of your products are seasonal, select this box. You can also adjust seasonality on a variant level in the Replenishment section.

Produced bundles by default

Setting up bundles in Inventory Planner ensures that sales demand of the bundle are accounted for in the components of that bundle. Bundles need to be configured so that you are ordering enough to meet demand of both individual sales and sales of bundles where the item is a component.

If your bundles are assembled prior to fulfillment (that is, stock of your bundles is separate from stock for each of its components) then check the box for 'Produced Bundles'. If your bundles are assembled at the time of fulfillment, then do not check this box. Learn more about how bundles are managed and used in forecasting in Inventory Planner.

Trend months

Trends months indicates an effect on the forecast. The default forecast in Inventory Planner uses sales velocity and considers recent trends. Adjust the number of months to create a trend in settings.

If 'Trend Months' is set to 2 and you see increased sales for an item from March to April and again from April to May, a growth trend will be incorporated when forecasting June.

Default replenishment

Default replenishment can be set for variants that do not have a sales history. With no sales history, there will be no forecast generated for that item. For example, if an item is recommended to replenish 0 units because it does not have any sales so far, the default replenishment set at 5 will create a recommendation of 5 units for the purchase order.

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%. An option is available to calculate classes based on the number of units sold rather than revenue. 

By default, Inventory Planner calculates classes based on the last 30 days of sales. This can be updated to calculate based on other date ranges.

Alerts

Low inventory alerts can be set for your whole store or can be customized at the SKU level. Frequency of alerts and what information you receive is also adjustable.

You can enter multiple email address to ensure everyone in your company that needs to be alerted receives this information.

You can set a safety stock level. Note that setting the safety stock level here will apply to all products in your store. Safety stock level can be set on the SKU level in the replenishment report. The safety stock level will be added to any replenishment recommendation. 

Inventory Planner recommends adding to your Days of Stock so that you have a dynamic buffer for your supply chain. Using safety stock uses a static number, meaning this will not grow as your store grows. To read more, check out our blog, The Case Against Safety Stock.

The notify in advance setting will ensure that you receive an email on the Replenish Date of your variant. This means you will receive a low-stock alert on the last day that . you need to order to ensure that you do not run out of stock. This is based on your Lead Time setting. 

When enabled, delta alerts will notify you only on the first date that an item reaches its Replenish Date (last date to order to avoid a stockout). If the variant is not ordered that day, you will not receive notification on future emails when delta alerts are enabled.

You can exclude variants with a negative stock level from your low stock alerts. By ignoring variants with a negative stock, you will to receive email alerts for these items (often backorders). 

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

Purchase Orders

On an account-wide basis, you can set the following information in Account > Settings:

  • Purchase order counter - where numbering of POs will begin
  • Set shop name and upload logo
  • Enable or disable product images from showing on the purchase order
  • Set the image size on a purchase order
  • Enable or disable cost prices from appearing on the PO
  • Exclude the expected arrival date from showing on the PO
  • Connect to an accounting platform to sync purchase orders, and select if you would like POs to save by default to your accounting platform. 

These settings will then apply to all purchase orders in your system (the counter will be sequential and continue with each new PO).

API

The Inventory Planner API (beta) 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.

Authorization

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

  • Use Generate key to generate API key
  • Save generated 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.

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