2025 Q3
New filters, columns and labels
Compare Warehouses | New filters: 'Total to transfer', 'Total available stock', 'Available stock'
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.
Reporting | New label for variants first sold recently
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.
Stock orders list | New columns and filters: 'Total remaining cost', 'Total received cost'
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.
Quality of life improvements
Stock orders | Bulk updates for stock order dates
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.
Stock order creation | Filter variants by 'Visible'
You can now filter out variants based on their visibility when creating purchase orders.
Stock orders | Shipping tax % and amount displayed on PDFs
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:
Shipping and Handling $300.00
Shipping Tax 5.00% $15.00
Miscellaneous | Warehouses sorted alphabetically
Warehouses are now listed alphabetically in dropdown menus across Inventory Planner, making it easier to find a location when dealing with a lengthy list.
Catalog (Forecast settings) | 'Combine sales/stock' option added to Import list
"Combine sales/stock" is now available as an option when using the Import button on the Catalog > Forecast settings page.
Improved administration
Stock order statuses | PO status type now editable
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.
Imports | Overwrite stockout history configuration added
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 | More history available in the OTB report
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.
Amazon | Amazon IE market added
Support for the Amazon Ireland marketplace has been added.
Improved syncing | ShipHero, WooCommerce, Odoo
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.
2024/25 Q2
Stock orders | PDF template customizer
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:
Create and manage multiple PDF templates
Customize each template with unique branding
Specify which fields are displayed in the header, line items table and footer
Display variants in a size matrix
Assign a default template to each vendor
New metrics and filters
Replenishment | New filter: Labels
You can now filter by labels on the Replenishment report:
Decreasing sales (last 30 days vs prior 30 days
Discounted
Has out of stock variants
Increasing sales (last 30 days vs prior 30 days)
Low page views
New product (variants with a created date in the last 2 months)
Reports | New filter: Next assembly order date
"Next assembly order date" is now available as a filter on almost all reports.
Reports | New metrics
The following metrics are now available on reports:
Metric | Description | Report(s) |
YoY Growth % | Year on year growth expressed as a percentage | Year on Year |
Non-replenishable until | Displays the "Non-replenishable until" date if the product is temporarily non-replenishable | Almost all reports |
First 90 days revenue | Displays the value of the first 90 days' of revenue for the product | Replenishment, Inventory KPIs, Compare warehouses |
Reports | "Date" type custom fields filter uses date picker
When filtering any report on a "date" type custom field, the filter now uses a date picker for easier filtering.
ABC analysis | Last 90 days revenue
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".
Stock orders list | New metric: Saved to
You can now add a column to view which platforms your stock orders have been saved to.
Stock orders view | Brand
When viewing a stock order, you can now add a column to see the brand of the product on each row.
Variant details | New metric: Extra reference # to "On Order" view
When viewing a variant's details, you can now see the "Extra reference #" when viewing the "On order" tab.
Automation reports | New filters and toggles
You can now use two more filters when creating Automation reports:
Sells out in
Stock cover in days
When creating or editing the automated report, you now also have the option to enable or disable it with one click.
Quality of life improvements
Catalog | New option: Combine sales/stock
If you go to Catalog > Forecast settings, you can now combine sales/stock using the bulk actions menu.
Imports | User shown by email
When a file is imported, now the user who performs the import is identified by their email address rather than their ID.
Open-to-Buy | "%" added to "Margin"
In the Open-to-Buy report, the "Margin" figure now displays a percentage sign, making it clearer.
Miscellaneous | Capitalization updated to "Sentence case"
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.
Amazon | Save to Amazon expiry date
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.
Ordoro | New functionality
The Ordoro integration now supports the following functionality:
Sync sales order tags
View "estimated delivery date" from Ordoro in Inventory Planner as "expected date"
Mintsoft | New admin setting: Change mapping for attributing sales to parent bundles
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.
2024/25 Q1
Google Analytics | GA4 connector
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.
WooCommerce | WooCommerce 9.0+ added functionality
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.
Shopify | GraphQL migration
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 | "Send to Amazon" API update
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.