Group 65
Go to Inventory Planner
All Collections
Using Inventory Planner
Using Inventory Planner
Learn about setting up your store and how to use Inventory Planner features.
+1
49 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
Catalog
Central point to manage vendors, costs, warehouse lead times, listings, bundles, components, forecast settings, alerts, and more.
Written by
Bassel
Updated this week
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
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 and Settings: How to Configure the Forecast
Setting forecast methods based on recent sales and trends, seasonality, or stockout history.
Written by
Bassel
Updated over a week ago
Wholesale Planning
Separate past wholesale orders from past regular sales to improve forecast accuracy, and plan future wholesale orders in Replenishment.
Written by
Bassel
Updated over a week ago
Assembly Orders
Assembly Orders, also considered “production orders,” are used to build Assemblies from existing (or incoming) component stock.
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
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 this week
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
Upload or Import Vendor Catalogs
How to import single or multiple vendor catalogs
Written by
Jill
Updated this week
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 this week
Bulk upload non-replenishable status
Written by
Jill
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 [Video]
Planning a purchasing budget based on planned revenue goals, optimal stock cover, and cashflow requirements.
Written by
Bassel
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
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