Frequently Asked Questions

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

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

Why does Inventory Planner show different information than Shopify?

Learn about what could cause discrepancies between Shopify and IP
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Written by Jill
Updated today

What are stockouts? How do stockouts affect the forecast?

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Written by Jill
Updated this week

What are IP tags?

Assign tags within Inventory Planner without making changes to your store
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Written by Jill
Updated yesterday

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
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Written by Jill
Updated over a week ago

How do I set a seasonal forecast?

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

How can I customize a Purchase Order?

Options for a PO include updating addresses, images, set PO number, currency, vendor-specific information and more
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Written by Jill
Updated over a week ago

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
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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
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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
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Written by Jill
Updated over a week ago

How can I remove a vendor?

Delete or remove a vendor
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Written by Jill
Updated over a week ago

How do I associate variants with vendors?

Attach or associate SKUs or products with the supplier or vendor
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Written by Jill
Updated over a week ago

How can I transfer stock between warehouses?

Use Inventory Planner to move inventory from one location to another
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Written by Jill
Updated over a week ago

How do I add a discount to a purchase order?

Add a discount to an entire purchase order or discount individual SKUs or products
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Written by Jill
Updated over a week ago

How can I change my address on a Purchase Order?

Update your billing address and shipping address on purchase orders
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Written by Jill
Updated over a week ago

How can I change columns?

Learn how to customize and sort reports by adding or changing columns.
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Written by Jill
Updated over a week ago

How can I find which purchase orders contain a certain product?

Search POs to find SKUs or products
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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.
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Written by Jill
Updated over a week ago

How do I set up a low inventory alert?

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

What is top-down forecasting?

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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
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Written by Jill
Updated over a week ago

What do the different colors in the Replenishment report mean?

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Written by Jill
Updated over a week ago

How is the forecast calculated?

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

Where can I find billing information?

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

How can I see all of my inventory?

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

How do I handle replenishment with multiple warehouses?

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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

Inventory Planner Privacy Policy

General Data Protection Regulation (GDPR)
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Written by Jill
Updated over a week ago

How to remove dropshipped or discontinued items from the forecast

Set items as non-replenishable
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Written by Jill
Updated over a week ago

Edit Purchase Order Status

Change status to open, partially received, closed or a custom status
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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

How long does the first sync take?

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

How often is my data updated?

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Written by Oleg
Updated over a week ago

How to change the lead time and days of stock in bulk?

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Written by Oleg
Updated over a week ago

What information Inventory Planner changes in your store

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Written by Oleg
Updated over a week ago

Update stock quantities in your e-commerce platform

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Written by Oleg
Updated over a week ago

How to choose the lead time and days of stock

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Written by Oleg
Updated over a week ago

Historical stock

How to see your historical stock in Inventory KPIs report
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Written by Oleg
Updated over a week ago

How to set cost prices for products?

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

Bundles and Packs

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

Minimum Order Quantity and Units of Measurement

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