Maintaining vendor and catalog attributes is a key step for creating accurate purchase orders in Inventory Planner, generating reports, and recommending replenishment accurately.

Inventory Planner downloads vendor information when possible from your connected system. For a full list of integrations and details that are pulled from every system, visit https://inventory-planner.com/integrations.

For e-Commerce systems that do not have vendor/catalog information, you must create vendors and update catalog details directly in Inventory Planner.

Shopify Users: What is the Unknown Vendor?

In this article, we will explain how to:

  • Create and Manage Vendors
  • Update Vendor Settings
  • Update Variants & Vendor Attributes
  • Enable/Disable Vendors and Set Currency (using Bulk Actions)
  • Import Vendor and Catalog Information

Create and Manage Vendors

Create and Edit vendors directly by selecting Catalog > Vendors.

This takes you to the main Vendors screen. Here you can Create Vendors (blue arrow), Manage Vendor Settings (red arrow), or Vendor/Variant Attributes (green arrow).

You can also update many Vendor Settings directly in the main Vendors screen including email address, currency, default tax & discounts, minimum order quantities (MOQ), and others.

Select the gear icon in the top right to add or remove columns, update information, then select 'Save Changes'. Select the gear icon in the top right for options.

At the bottom you will also notice the Export/Import buttons. Use this feature to export information to a CSV/Excel document, or to import vendor information directly into Inventory Planner to save time. View instructions on How to Import Data into Inventory Planner, or view step-by-step instructions at the bottom of this article.

Vendor Settings

From Catalog > Vendors, select 'Settings';

On the Vendor Settings page, you can update vendor contact, payment, and shipping details; the planning period (lead time and days of stock) for all warehouses; and, associate brand variants to the vendor.

Variants & Vendor Attributes

Manage vendor attributes for variants by selecting Catalog > Vendor Attributes.

In this section you can Associate Variants with Vendors, Manage Cost Prices, and apply Vendor Rules (eg. minimum order quantity, units of measurement) to variants.

Select the "+" button next to a variant to add another vendor;


Select a Vendor and add details (eg. Cost Price, Tiered Costs, Vendor Reference);

Select 'Save Changes' to finish updating Vendor Attributes.

Note: You can also 'Set Vendor' from the Replenishment screen by selecting items > Bulk Actions > Set Vendor. Learn more about associating variants with vendors.

Reset Manually Edited Attributes

Editing attributes directly in the Catalog section overrides the synced attributes information from your platform (if applicable). These can be easily filtered and adjusted at any time to refresh the synced data.

For Example: if Cost Price has been manually edited, in Catalog > Vendor Attributes you can add a Filter for "Cost Price Assigned" to see items that have been manually updated. They will be marked with "Assigned in Inventory Planner" under the Vendor column. To refresh the synced data, you can select the cost price displayed in purple text under each cost price field (displayed with red arrows below).

Select Variant > Bulk Actions (at the bottom) > Clear Attributes Assigned in Inventory Planner to reset manually edited data and restore values from your synced platform.

Bulk Actions

Enable / Disable Vendors

By default, all vendors are enabled in Inventory Planner. This means that Replenishment information is available for these suppliers on the Purchase Order Calendar. To see the calendar, go the Purchase Order section and click 'Calendar' at the bottom of the screen.

If you do not plan to order from a supplier and therefore do not want to see reorder reminders on the PO Calendar, you can disable the vendor in the Catalog > Vendors section of Inventory Planner. Do to this, select the Vendors using the left checkboxes, then click Bulk Actions > Disable.

Set Currency

If you order from a supplier using a different currency than the currency used in your Inventory Planner account, you can update the currency using Bulk Actions.

Read here to learn how different currencies are handled in Inventory Planner.

Select Vendors where you would like to update currency information using the check boxes on the left of the Vendor page. Next click Bulk Actions > Set Currency.

Select the appropriate currency from the dropdown and click Apply.

Import Vendors and Catalog Attributes

View instructions on How to Import Data into Inventory Planner, or view step-by-step instructions below related to Vendors and Catalog Attributes.

Import Vendors

To add new vendors, vendor contact information, payment terms, and other vendor-specific information, you can import this information in the Catalog section of Inventory Planner. Information that can be imported includes:

  • Vendor name
  • Vendor email
  • Currency of purchase orders to the vendor
  • Minimum budget - least amount for a purchase order to the vendor
  • Minimum quantity - fewest units to order from the vendor
  • MOQ type - define if the minimum order quantity applies to the total purchase order, to variants, or to products. For more about MOQ types, read here.
  • Shipment method
  • Payment terms
  • Notes
  • Vendor address
  • Discount
  • Tax

Of these fields, only the name is required for import. All other fields are optional.

To import vendor information, go to Vendors from the left menu. Click Import at the bottom of the screen, then Vendors.

Next click 'Select file' to attach a spreadsheet with your vendor information.

The first line of the file should contain column names and is not processed. Once your spreadsheet has been selected, you'll see your column names in the dropdown on the right. Select the column to match the corresponding field.

Once you have selected all columns that you want imported, click 'Upload'. 

Import Catalog Details

To upload variant catalog details for a vendor:

  • Go to Catalog > Vendor Attributes.
  • Select Import at the bottom, then Vendor Catalog (either single or multiple).
  • Select a file to upload.

The first line of the file should contain column names and is not processed. Once your spreadsheet has been selected, you'll see your column names in the dropdown on the right. Select the column to match the corresponding field.

Import Cost Prices

You can upload a file with sku and cost prices. This will update cost prices for all vendors and variants. From the Catalog, select Import > Cost Prices. View instructions on How to Import Data into Inventory Planner, or scroll above.

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