Connections

You can confirm you current platform connections and add additional connections as needed (see prior section for detail).

Warehouses

Enable or disable warehouses to view for replenishment and reporting purposes. If you would like to set up combined warehouses, click here for step-by-step instructions and considerations.

Users

You can add users and customize permissions in Settings > Users. Add additional user emails in this section. 

To customize permissions, click on Edit and then click Full Access. Then you can select which sections of Inventory Planner that user can view.

Forecast

Click on the Forecast tab in Settings to customize account-wide settings affecting the sales forecast and related analytics.

By default, Inventory Planner accounts take out of stock information into consideration. This means that if a product is out of stock, the forecast will exclude that time so that the sales velocity is not understated. If your store allows overselling(continued selling even when an item is out of stock), then you should uncheck the box for "Adjust forecast using out-of-stock information".

If you sell seasonal products, you can set variants for a seasonal forecast by default. Seasonal product may be sold only at certain times of the year or may sell all year but perform differently at particular times of the year (ie spring and fall sales spikes). If most or all of your products are seasonal, select this box. You can also adjust seasonality on a variant level.

Trends months indicates an effect on the forecast. The default forecast in Inventory Planner uses sales velocity and considers recent trends. Adjust the number of months to create a trend in settings.

Default replenishment can be set for products that may not have a sales history. For example, if an item is recommended to replenish 0 units because it does not have any sales so far, the default replenishment set at 5 will create a recommendation of 5 units for the purchase order.

ABC Class or “A” Class, “B” Class, “C” Class Classes are categories of your inventory. By default, “A” Class includes SKUs comprising the top 80% of revenue, “B” Class is the next 15%, and “C” Class is the final 5%. 

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