Using Inventory Planner

Learn about setting up your store and how to use Inventory Planner features.

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49 articles in this collection
Written by Oleg, Nick, Jill and 1 other

Catalog

Central point to manage vendors, costs, warehouse lead times, listings, bundles, components, forecast settings, alerts, and more.

Written by Bassel
Updated over a week ago

Glossary of Terms

Learn the ins and outs of what your metrics mean and how they are computed

Written by Oleg
Updated over a week ago

Getting Started

Launching Inventory Planner [Videos]

Get started in Inventory Planner - From connecting your store to setting up vendor and variant information

Written by Jill
Updated this week

How to Create a New Account

Written by Jill
Updated over a week ago

Connecting your store

Learn how to connect your store or connect a second store

Written by Jill
Updated over a week ago

Inventory Planner Account Settings [Video]

Customize warehouse settings, low-stock alerts, seasonality, connect to accounting systems and more.

Written by Jill
Updated over a week ago

Inventory Planner 101

Getting started with Inventory Planner, and becoming familiar with the basics of forecasting, replenishment, and reporting.

Written by Bassel
Updated over a week ago

Inventory Planner Overview [Video]

Get started video for Inventory Planner

Written by Jill
Updated over a week ago

Import Stockout History or Stock Level History

Written by Jill
Updated over a week ago

Changing platforms connected to Inventory Planner

If you are switching platforms, here is a checklist to transfer information.

Written by Jill
Updated over a week ago

How to Import Data to Inventory Planner

Written by Jill
Updated over a week ago

Purchase Order Overview

Purchase Orders

Create purchase orders for your vendors

Written by Nick
Updated over a week ago

Compare Costs From Different Vendors

The "Cost Compare" metric shows each cost price from vendors associated with a variant.

Written by Jill
Updated over a week ago

Purchase Orders - Receiving Stock [Video]

How can you receive information against a purchase order?

Written by Jill
Updated over a week ago

Receiving inventory and pushing inventory to your store

After receiving inventory on a Purchase Order, select inventory to push to BigCommerce, Shopify and other stores

Written by Jill
Updated over a week ago

Import a Purchase Order or Transfer

Upload a PO or warehouse transfer from a spreadsheet

Written by Jill
Updated over a week ago

Change email and text when emailing a purchase order to vendor

Change text and save templates when sending a PO to your vendor

Written by Jill
Updated over a week ago

Attaching documents to Purchase Orders

Written by Jill
Updated over a week ago

Save purchase orders to QuickBooks

Save POs to QuickBooks Online and QuickBooks Desktop

Written by Jill
Updated over a week ago

Save purchase orders to Xero

Written by Jill
Updated over a week ago

Print Labels

Written by Jill
Updated over a week ago

Vendor and Product Information Set-up

Vendors (Suppliers)

Create vendors and manage catalog attributes (eg. cost prices, units of measurement, minimum order quantity).

Written by Bassel
Updated over a week ago

Update Vendor Catalog

How to upload single or multiple vendor catalogs

Written by Jill
Updated over a week ago

How to upload cost information

Learn how to bulk upload cost price and other product or vendor information

Written by Jill
Updated over a week ago

Bundles and Assemblies

Replenishing enough components (variants) to cover the forecasted needs of bundles, assemblies, and/or individual component sales.

Written by Bassel
Updated over a week ago

IP Variant

Create a variant within Inventory Planner for components and raw goods

Written by Jill
Updated over a week ago

Listings: Connect the Same Item

Combine Listings across the same or different platforms. Replaces the "Linking Variants" functionality.

Written by Bassel
Updated over a week ago

Combine Sales/Stock (Merge Variants)

Copies the sales (and/or stock) from one variant to another for forecasting purposes. Replaces the "merging variants" functionality.

Written by Bassel
Updated over a week ago

Bulk upload non-replenishable status

Written by Jill
Updated over a week ago

Forecasting and Replenishment Overview

Replenishment Report [Video]

Get started with replenishment

Written by Oleg
Updated over a week ago

Edit Forecast

Review, fix and reconcile the forecast for your products

Written by Oleg
Updated over a week ago

Forecast Methods & Settings

Setting forecasting methods based on recent sales and trends, seasonality, or stockout history.

Written by Bassel
Updated over a week ago

Wholesale Planning

Plan and forecast for wholesale sales channel

Written by Oleg
Updated over a week ago

Create Assemblies (Produced Bundles)

Create assemblies to convert components into finished goods.

Written by Bassel
Updated over a week ago

Forecasting for holiday season

How Inventory Planner forecasts sales for Black Friday and Christmas

Written by Oleg
Updated over a week ago

Warehouse Overview

Warehouse Set-Up

Configure warehouses, create additional warehouses

Written by Jill
Updated over a week ago

Combined Warehouses

Setup a Combined Warehouse to generate forecasts and replenishment using combined stock and/or sales from multiple locations.

Written by Bassel
Updated over a week ago

Lead Time Set-up for Multiple Warehouses

How to configure replenishment settings using a Combined Warehouse

Written by Bassel
Updated over a week ago

Set up and Configure Amazon Warehouses

Connect FBA and FBM warehouses, one connection needed per Amazon region

Written by Jill
Updated over a week ago

IP Warehouse

Set up and use a manual warehouse to track additional inventory

Written by Jill
Updated over a week ago

Open to Buy Overview

Open-to-Buy Planning (OTB) Planning

Planning a purchasing budget based on planned revenue goals, optimal stock cover, and cashflow requirements.

Written by Bassel
Updated this week

Inventory Planner API

Inventory Planner Public API

Programmatic way to access your inventory metrics

Written by Nick
Updated over a week ago

Overstock Overview

Overstock Report [Video]

Written by Jill
Updated over a week ago

Reports Overview

How to Export Data from Inventory Planner

Written by Jill
Updated over a week ago

Inventory KPIs Report [Video]

Written by Jill
Updated over a week ago

Stock History Report

Written by Jill
Updated over a week ago

Inventory Aging Analysis Report

Learn more about the Inventory Aging report (Inventory Ageing)

Written by Jill
Updated over a week ago

Compare Warehouse Report

Transferring stock, balancing stock, and viewing SKUs across warehouses are all accomplished with the Compare Warehouse report

Written by Jill
Updated over a week ago

Assortment Report [Video]

Use the assortment report to see performance within groups

Written by Jill
Updated over a week ago