Frequently Asked Questions

Where you can get answers to questions that are asked... frequently.

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60 articles in this collection
Written by Oleg, Nick, and Jill
Forecast

How can I set the lead time and days of stock?

Set lead time and days of stock for an individual variant or in bulk
Jill avatar
Written by Jill
Updated over a week ago

How is the forecast calculated?

What is the difference between the forecast and replenishment amount?
Jill avatar
Written by Jill
Updated over a week ago

The forecast or replenishment is wrong. How do I fix it?

Checklist for ensuring forecast and replenishment accuracy
Jill avatar
Written by Jill
Updated over a week ago

How is the combined warehouse forecast calculated?

Is the combined warehouse showing the sum of connected warehouses?
Jill avatar
Written by Jill
Updated over a week ago

How do I set a seasonal forecast?

Mark variants (SKUs) or products as seasonal
Jill avatar
Written by Jill
Updated over a week ago

What are stockouts? How do stockouts affect the forecast?

Adjust forecast using stockout data, custom forecast settings, and how to import past stockouts.
Jill avatar
Written by Jill
Updated over a week ago

How can I clear forecast override information?

Clear or remove forecast override or forecast percentage increase information
Jill avatar
Written by Jill
Updated over a week ago

How to choose the lead time and days of stock

Oleg avatar
Written by Oleg
Updated over a week ago

How to remove dropshipped or discontinued items from the forecast

Set archived or inactive items as non-replenishable
Jill avatar
Written by Jill
Updated over a week ago

What is top-down forecasting?

Jill avatar
Written by Jill
Updated over a week ago

How can I see when my stock will run out?

What is the difference between 'sells out in,' 'sells out in first,' and 'stock cover in days'?
Jill avatar
Written by Jill
Updated over a week ago

How is COGS (Cost of Goods Sold) calculated and updated?

Jill avatar
Written by Jill
Updated over a week ago
Product and Stock Information

The Inventory Retail total is wrong - how do I fix it?

Learn more about what settings in your store affect the Inventory Retail sum total
Jill avatar
Written by Jill
Updated over a week ago

Does Inventory Planner control stock levels?

Does Inventory Planner manage inventory count?
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Written by Jill
Updated over a week ago

What is the difference between Brand and Vendor?

Jill avatar
Written by Jill
Updated over a week ago

Why don't stock levels match my store?

Checklist for what to do when inventory levels are off
Jill avatar
Written by Jill
Updated over a week ago

How can I view or export a list of products in stock?

View or export your current inventory
Jill avatar
Written by Jill
Updated over a week ago

How can I see all of my inventory?

View, download and print all of your stock
Jill avatar
Written by Jill
Updated over a week ago

How do you set cost prices for products?

Check cost price and edit cost price in Inventory Planner
Oleg avatar
Written by Oleg
Updated over a week ago

How can I export product costs?

Jill avatar
Written by Jill
Updated over a week ago

How do I add a product to Inventory Planner?

Add a new product to a purchase order or sync to add a new product to replenishment
Jill avatar
Written by Jill
Updated over a week ago

How can I see past stock levels and stock value?

View point in time or stock levels and values for previous dates.
Jill avatar
Written by Jill
Updated over a week ago

Will bundle sales show in the components?

Learn how sales of bundled products affect sales history and forecasting
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Written by Jill
Updated over a week ago

Why does Inventory Planner show different information than Shopify?

Learn about what could cause discrepancies between Shopify and IP
Jill avatar
Written by Jill
Updated over a week ago

Why can't I find a variant or product?

Missing variant, SKU or product? Here's a checklist to help find it.
Jill avatar
Written by Jill
Updated over a week ago

How can you add Minimum Order Quantity and Units of Measurement?

MOQ & UOM for purchase orders
Oleg avatar
Written by Oleg
Updated over a week ago

Why aren't low-stock alerts being emailed?

Jill avatar
Written by Jill
Updated over a week ago

How do I add CBM or the size of my product?

Jill avatar
Written by Jill
Updated over a week ago
Set-up and Account Settings

How long does the first sync take?

First data sync that pulls all sales history.
Oleg avatar
Written by Oleg
Updated over a week ago

Can I connect multiple Shopify or Amazon stores?

Jill avatar
Written by Jill
Updated over a week ago

Can I see detail for FBA and FBM with my Amazon connection?

Jill avatar
Written by Jill
Updated over a week ago

How do I connect my Shopify store to Inventory Planner? (Video)

Jill avatar
Written by Jill
Updated over a week ago

What is the difference between full sync and products sync?

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Written by Nick
Updated over a week ago

Where can I find billing information?

View invoices, recent charges and current plan
Jill avatar
Written by Jill
Updated over a week ago

What information does Inventory Planner change in your store?

Oleg avatar
Written by Oleg
Updated over a week ago

How often is my data updated?

Oleg avatar
Written by Oleg
Updated over a week ago

How and why connect Inventory Planner to Google Analytics? [Video]

Jill avatar
Written by Jill
Updated over a week ago

How can I import additional sales history?

Add more sales order to your Inventory Planner account if your connected platform is missing historical sales information.
Jill avatar
Written by Jill
Updated over a week ago

How do I set up a low inventory alert or safety stock?

Learn how to set up alerts and safety stock by variant, product, vendor or for your entire store
Jill avatar
Written by Jill
Updated over a week ago

How does Inventory Planner handle different currencies?

Order from vendors in different currencies, currency is displayed in Inventory Planner reports, and how currencies are converted.
Jill avatar
Written by Jill
Updated over a week ago

What is the pricing for Inventory Planner?

Where to view your invoice and how payments are processed
Jill avatar
Written by Jill
Updated over a week ago