We are excited to announce the general release of our Advanced CSV Connector within the first week of September, giving you the power to conveniently connect any system from your tech stack to Inventory Planner by Sage – even when a native integration isn’t available. It means you’re free to change up your tech stack as you grow, confident that Inventory Planner will always be here for you.

Webhook events for stock orders are now available across the platform from any connector. These events also return transfer orders and assembly orders (all handled as 'purchase-orders' in the API).

The new topics are:

You can now import goods received quantities for multiple stock orders in a single CSV file by mapping the order reference.

When exporting stock orders to a CSV file, the payment terms and shipment method columns are now included.

"Has MOQ" and "Has UOM" filters have been added to the Vendor attributes catalog, allowing you to quickly find variants with/without minimum order quantities or units of measurements. Using the filters makes it easier to clean up your data and complete variant-vendor setup.

Filters for 'Returns units', 'Lifetime returns units', 'Returns %', and 'Returns revenue' have been added to the Replenishment, Inventory KPIs and Compare warehouses reports.

The Replenishment report now displays the total for the CBM column, unless the value is zero.

Instructions for importing have been moved to the Help Center, allowing us to provide more detail.

When Inventory Planner is updated to a new version, a popup notification is now triggered. Using the notification refreshes Inventory Planner to prevent unresponsiveness.

If you manage your stock updates directly in your sales channels, you can now hide the option to increase or decrease inventory in connected platforms when receiving or sending inventory against a stock order.

The default purchase order status is now applied to all stock orders created in Inventory Planner, regardless of whether they were created manually, via import, automations, or in bulk.

We've improved the syncing of product tag data for the Odoo connector. If you believe your account could benefit, contact Inventory Planner support.

You can now set the replenishable status for variants in the Snowflake connector, using the new "non-replenishable" field.

New filters have been added to help you more easily plan your transfer orders. When comparing warehouses, you can now filter on how much stock you have or need to transfer, preventing you from over-ordering stock you have elsewhere.

"Total to transfer" is available under the "Replenishment" section of filters for the Variants, Bundles, Assemblies and Products views.

"Total available stock" and "Available stock" have been added to the Products view for consistency, as they were previously available as columns.

A "First sold recently" label has been added, marking variants which have had their first sale within the last 60 days.

This label complements the existing label for "New product" (marking variants created in the last 60 days), enabling you to create more tailored reports for your recently-launched products.

The Stock orders report now includes columns and filters for ‘Total remaining cost’ and ‘Total received cost’, which show the monetary value of open and received inventory respectively.

The new columns and filters help you tailor reports to check if you have enough cash to cover open orders and find any discrepancies with received quantities.

A new bulk action has been added to the Stock orders report, allowing you to save time by updating expected, shipment and payment dates in bulk.

You can now filter out variants based on their visibility when creating purchase orders.

Purchase order PDFs now display shipping tax as both a percentage and amount, ensuring your purchase order documents reflect all costs and taxes. For example:

Warehouses are now listed alphabetically in dropdown menus across Inventory Planner, making it easier to find a location when dealing with a lengthy list.

"Combine sales/stock" is now available as an option when using the Import button on the Catalog > Forecast settings page.

Stock order statuses can now be managed at Settings > Purchase orders, allowing you to control whether statuses are treated as draft, active, closed, or cancelled.

When importing your stockout history, you now have more control over what data is updated. Previously, all of your stockout history would be overwritten when uploading a new file.

Now, if the "Keep previous stockouts for other months" option is toggled on, only the months included in your file will be updated.

Open-to-Buy metrics are now available for two years' of history, allowing you to compare across two years in case a month in the previous year was an outlier.

Support for the Amazon Ireland marketplace has been added.

Data syncing has been improved for ShipHero returns orders, WooCommerce SKUs and Odoo stock levels. If you believe you could benefit, please contact the Support team.

New functionality has been introduced to let you create, edit and personalize purchase order, transfer order and assembly order PDF templates to match your needs and your vendor's preferences. With the new, flexible tool, you can:

Learn more about the new PDF template customizer here.

You can now filter by labels on the Replenishment report:

"Next assembly order date" is now available as a filter on almost all reports.

The following metrics are now available on reports:

When filtering any report on a "date" type custom field, the filter now uses a date picker for easier filtering.

You can now class your products using ABC analysis on the last 90 days' revenue.

To change the ABC metric, go to Settings > Forecast > ABC Analysis, and set the "ABC metric" to "Last 90 days".

You can now add a column to view which platforms your stock orders have been saved to.

When viewing a stock order, you can now add a column to see the brand of the product on each row.

When viewing a variant's details, you can now see the "Extra reference #" when viewing the "On order" tab.

You can now use two more filters when creating Automation reports:

When creating or editing the automated report, you now also have the option to enable or disable it with one click.

If you go to Catalog > Forecast settings, you can now combine sales/stock using the bulk actions menu.

When a file is imported, now the user who performs the import is identified by their email address rather than their ID.

In the Open-to-Buy report, the "Margin" figure now displays a percentage sign, making it clearer.

Capitalization across Inventory Planner has been updated to use “Sentence case” instead of “Title Case”. This update affects all areas, including column headers, menu options and text on buttons, and improves accessibility of the app.

When saving stock orders to Amazon, you can now set expiry dates for perishable products.

If your product is not perishable, you can leave the expiry date field blank.

The Ordoro integration now supports the following functionality:

A new admin setting is available for the Mintsoft connector which updates the mapping for attributing sales to parent bundles. With the setting enabled, Inventory Planner will use BUNDLE-ID to attribute sales to parent bundles as ChannelSKU is not always available.

Please contact Support to enable the setting for your account.

The new Google Analytics connector supersedes the previous functionality, connecting users to Google Analytics 4 and providing new features to access and analyze valuable data.

The connector can connect to multiple platforms, providing a high-level analysis of user behavior and product popularity, all visible within Inventory Planner. Installation is simple and free for Standard and Premium subscribers.

Learn more about the GA4 connector here.

The WooCommerce connector has been updated to ensure compatibility with WooCommerce 9.0. Significantly, users can now access WooCommerce's High Performance Order Storage (HPOS).

Inventory Planner is also continuing to support the WooCommerce Legacy API, giving you the flexibility to choose which API works best for your business.

The updates to the connector also mean Inventory Planner can now sync refunds as return units.

Installation is simple and free for Standard and Premium subscribers.

Learn more about the WooCommerce connector here.

All accounts have been migrated to GraphQL, opening the door to several benefits to enhance your experience.

GraphQL offers a powerful, flexible, and scalable API that meets the needs of modern commerce.

Amazon implemented an API upgrade, introducing significant changes to the "Send to Amazon" workflow. All accounts have been updated to accommodate the change, and we've adjusted to align to current "Send to Amazon" workflow requirements.

Learn more about the changes to the "Send to Amazon" functionality here.