Connecting your Skubana account to Inventory Planner

First, 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 Skubana.

From the connection page, you'll click "Install Inventory Planner".

From there you will be taken to Inventory Planner's listing in the Skubana app directory.

Click to Install.

Then "Accept and Install" to authorize Inventory Planner permission.

Finally, you will create a new account in Inventory Planner (or choose an existing account if you are adding Skubana as a second connected platform).

From there, your first sync will begin.

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.

Workflow Overview

Inventory Planner demand forecasting will be used to produce purchase orders. Once saved, purchase orders will sync to Skubana. After the PO sync, all additional work will happen in Skubana including receiving, editing, or cancelling the purchase order. 

Product information, sales history, vendor information, and previously created purchase orders will all sync from Skubana to Inventory Planner on the first sync, then will be updated automatically every 24 hours. 

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