Using Inventory Planner | Inventory Planner Help Center

Using Inventory Planner

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

44 articles in this collection
Written by Oleg, Nick, and Jill

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 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 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 or Upload a Purchase Order

Upload a PO 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 Online

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 Packs

How to deal with bundles in replenishment

Written by Oleg
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 Oleg
Updated yesterday

Wholesale Planning

Plan and forecast for wholesale sales channel

Written by Oleg
Updated over a week ago

Creating assemblies - components to bundles

Learn how to create an assembly of components to create finished goods

Written by Jill
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

Set up Additional Warehouses

Connect 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 over a week ago

Reports Overview

Inventory KPIs Report [Video]

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