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Using Inventory Planner

Using Inventory Planner

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

Oleg avatar Nick avatar Jill avatar
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
Oleg avatar
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
Jill avatar
Written by Jill
Updated over a week ago

How to Create a New Account

Jill avatar
Written by Jill
Updated over a week ago

Connecting your store

Learn how to connect your store or connect a second store
Jill avatar
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.
Jill avatar
Written by Jill
Updated over a week ago

Inventory Planner Overview [Video]

Get started video for Inventory Planner
Jill avatar
Written by Jill
Updated over a week ago

Import Stockout History or Stock Level History

Jill avatar
Written by Jill
Updated yesterday

Changing platforms connected to Inventory Planner

If you are switching platforms, here is a checklist to transfer information.
Jill avatar
Written by Jill
Updated over a week ago
Purchase Order Overview

Purchase Orders

Create purchase orders for your vendors
Nick avatar
Written by Nick
Updated over a week ago

Purchase Orders - Receiving Stock [Video]

How can you receive information against a purchase order?
Jill avatar
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
Jill avatar
Written by Jill
Updated over a week ago

Import or Upload a Purchase Order

Upload a PO from a spreadsheet
Jill avatar
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
Jill avatar
Written by Jill
Updated over a week ago

Attaching documents to Purchase Orders

Jill avatar
Written by Jill
Updated over a week ago

Save purchase orders to Quickbooks Online

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Written by Jill
Updated over a week ago

Save purchase orders to Xero

Jill avatar
Written by Jill
Updated over a week ago

Print Labels

Jill avatar
Written by Jill
Updated over a week ago
Vendor and Product Information Set-up

Vendors

Manage vendors, cost prices and more
Nick avatar
Written by Nick
Updated over a week ago

Uploading Vendor Catalogs

How to upload single or multiple vendor catalogs
Jill avatar
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
Jill avatar
Written by Jill
Updated over a week ago

Bundles and Packs

How to deal with bundles in replenishment
Oleg avatar
Written by Oleg
Updated over a week ago

IP Variant

Create a variant within Inventory Planner for components and raw goods
Jill avatar
Written by Jill
Updated over a week ago

Combine or link SKUs from different platforms

Jill avatar
Written by Jill
Updated over a week ago

Merging variants

How to combine the sales history for two variants or products - merged variant functionality
Jill avatar
Written by Jill
Updated over a week ago

Bulk upload non-replenishable status

Jill avatar
Written by Jill
Updated over a week ago
Forecasting and Replenishment Overview

Replenishment Report [Video]

Get started with replenishment
Oleg avatar
Written by Oleg
Updated over a week ago

Edit Forecast

Review, fix and reconcile the forecast for your products
Oleg avatar
Written by Oleg
Updated over a week ago

Sales forecasting

Oleg avatar
Written by Oleg
Updated over a week ago

Wholesale Planning

Plan and forecast for wholesale sales channel
Oleg avatar
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
Jill avatar
Written by Jill
Updated over a week ago

Forecasting for holiday season

How to forecast sales for Black Friday and Christmas
Oleg avatar
Written by Oleg
Updated over a week ago
Warehouse Overview

Set up Additional Warehouses

Connect additional warehouses
Jill avatar
Written by Jill
Updated over a week ago

Combined warehouse set-up

Set up a combined warehouse
Jill avatar
Written by Jill
Updated over a week ago

Combined warehouse - lead time set-up and warehouse transfers

Jill avatar
Written by Jill
Updated over a week ago

Lead Time Set-up for Multiple Warehouses

Jill avatar
Written by Jill
Updated over a week ago

Set up Amazon Warehouses

Connect FBA and FBM warehouses
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Written by Jill
Updated over a week ago

IP Warehouse

Set up and use a manual warehouse to track additional inventory
Jill avatar
Written by Jill
Updated over a week ago
Open to Buy Overview

Open-to-Buy Planning

Merchandise financial planning.
Oleg avatar
Written by Oleg
Updated over a week ago
Inventory Planner API

Inventory Planner Public API

Programmatic way to access your inventory metrics
Nick avatar
Written by Nick
Updated over a week ago
Overstock Overview

Overstock Report [Video]

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Written by Jill
Updated over a week ago
Reports Overview

Inventory KPIs Report [Video]

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Written by Jill
Updated over a week ago

Inventory Aging Analysis Report

Learn more about the Inventory Aging report (Inventory Ageing)
Jill avatar
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
Jill avatar
Written by Jill
Updated over a week ago

Assortment Report [Video]

Use the assortment report to see performance within groups
Jill avatar
Written by Jill
Updated over a week ago