Connecting your MintSoft account to Inventory Planner
First in your MintSoft account, create a new user for accessing the API.
Once that is done, set up an Inventory Planner account. Go to https://www.inventory-planner.com/signup to enter your email and password.
You'll then select a platform where your product and order history can be synced from in order to populate Inventory Planner. Here you'll select MintSoft.
From there, you will fill out the form with your credentials including shop name, the new MintSoft user you created for the API and the new user password.
Launch Inventory Planner
To start using Inventory Planner and to get the most out of inventory forecasting, we recommend the following steps:
- Ensure your first sync of data is underway
- Adjust account settings
- Provide additional product information such as seasonality (Optional)
- Set lead times and days of stock (Required - most important step for producing an accurate forecast)
See our full Launch Guide here.
Inventory Planner demand forecasting will be used to produce purchase orders. Once saved, purchase orders will sync to MintSoft. After the PO sync, all additional work will happen in MintSoft including receiving, editing, or cancelling the purchase order.
Product information, sales history, vendor information, and previously created purchase orders will all sync from MintSoft to Inventory Planner on the first sync, then will be updated automatically every 24 hours.
Note: If you have enabled PO syncing in MintSoft from either Xero or QuickBooks and have enabled pushing POs from Inventory Planner to your accounting system, then modify your workflow to avoid duplication of POs in MintSoft.
One option is to disable PO syncing between MintSoft and your accounting system. In this case, you will push POs from Inventory Planner to MintSoft and your accounting system.
Another option is to only push POs from Inventory Planner to your accounting system. Once the PO is synced to Xero or QuickBooks, it will flow to MintSoft during the PO sync. Please consult with either the Inventory Planner or MintSoft teams if you have questions about this.