Using Inventory Planner | Inventory Planner Help Center

Using Inventory Planner

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

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

Glossary of Terms

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

Written by Oleg
Updated this week

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 over a week ago

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

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 text and create template 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

Manage vendors, cost prices and more

Written by Nick
Updated over a week ago

Uploading Vendor Catalogs

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 components based on the forecasted sales of bundles they are associated with.

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

Combine or link SKUs from different platforms

Written by Jill
Updated over a week ago

Merging variants

How to combine the sales history for two variants or products - merged variant functionality

Written by Jill
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

Sales Forecasting

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 to forecast 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 warehouse set-up

Set up a combined warehouse

Written by Jill
Updated over a week ago

Lead Time Set-up for Multiple Warehouses

Written by Jill
Updated over a week ago

Set up Amazon Warehouses

Connect FBA and FBM warehouses

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

Merchandise financial planning.

Written by Oleg
Updated over a week ago

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 this week

Reports Overview

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