Sage Copilot is your new productivity assistant, powered by Sage Ai, designed to help you, offering you key insights, automating routine tasks and enabling better decision making.

Sage Copilot brings powerful new capabilities to your retail operations through one of our first agents, the Retail Intelligence agent, and built-in guidance. It helps you:

Sage Copilot for Inventory Planner is in beta. Learn more about Sage Copilot for Inventory Planner.

The Option insights report is now available for all Premium customers.

The report helps you to clearly understand what’s selling across sizes, colors, materials, and other product variations:

Learn more about the Option insights report.

You can now schedule automated emails for the stock orders report.

Scheduling automated stock order reports gives you timely visibility into operational priorities by highlighting:

Stay informed and take action sooner with reports delivered directly to your inbox. Learn more about automating stock order reports.

You can now choose to append the current date to the subject line of automated report emails, making it easier to identify the exact date of a report when emails are forwarded or stored for reference.

A new "Sort" dropdown in the attachment settings for automated report emails lets you choose the metric or attribute used to sort the report, and to specify ascending or descending order. Sorting surfaces the most relevant rows first (for example, the highest revenue or lowest stock cover), so key items are immediately visible.

Monthly report email automations now include a "Last day of month" scheduling option. When selected, the report will be sent on the final day of each month, automatically adjusting for month length and leap years. This option ensures reports are always sent on the month-end date, without needing to adjust for short months.

When editing an automated report, the "Compare to" date ranges now correctly display the dynamic periods that will be used when the report is generated, removing confusion.

The option to automatically stop an automation after a set number of occurrences has been removed. You can still end automations manually or by setting an end date.

You can now filter on "Total net weight" and add it as a column in the Stock orders report. This field displays the combined net weight of all goods on each order. It makes it easier to estimate logistics costs without opening each purchase order individually, streamlining order review and supporting quicker operational decisions.

A new bulk action on transfer orders lets you automatically set the quantity of all line items to match the stock available in the source warehouse, making it easier to move all remaining stock from one location to another.

This bulk action significantly speeds up creating transfer orders when clearing out a location, such as returning all store stock to the warehouse at the end of a season.

A new Export to PDF bulk action on the Stock orders page lets you generate PDFs for multiple stock orders. Each stock order is generated as an individual PDF with the relevant template, delivered together in a single zipped download.

This feature makes document preparation significantly faster when working with multiple purchase orders.

In the Replenishment page, the bulk action to update Min safety stock and Max stock now has toggles to clear existing values, giving you more control and clarity when adjusting these fields in bulk.

"Last 30 days revenue" has been added to the Stock, sales & commitment report. This metric displays revenue from the past 30 days, independent of the date range selected for the report. It makes it easier to identify high-value variants directly within the report, and provides visibility into a metric that was previously used for sorting but not displayed.

The "Opening landed cost price" metric has been added to the Replenishment page, and the Inventory KPIs and Compare warehouses report. This enhancement offers more accurate and meaningful cost analysis.

A search bar has been added to the filter menu in reports, making it easier to find specific metrics or attributes to apply as filters. As filter menus often exceed a hundred options, the new search feature makes locating the right filter faster.

The "Profit" column in Replenishment now correctly displays a currency symbol alongside the profit value, making profit values easier to interpret at a glance and improving consistency with other monetary fields in the report.

The "Profit" and "Forecast profit" popovers in reports have been updated for clearer, more consistent formatting. They're now easier to read and interpret, improving clarity and consistency.

The icons used to indicate alerted variants in reports now display consistently in all cases.

Numeric values in reports and popovers now use consistent thousand separators. Examples include "Total revenue %", "Total profit %" and "Total sales %" in the Replenishment report, as well as several popovers like "Forecast profit" and "Last markdown date".

The layout of the Settings pages has been updated to remove unnecessary spacing and gaps, making them more compact and easier to read.

The information box on the Details summary page now includes key price fields: "Price", "Regular price" and "Cost price", making it easier to access important pricing details when reviewing a SKU.

The ShipBob connector has been updated to use the latest version of ShipBob's API. New connections will use the updated API immediately while existing accounts will be migrated automatically during the next few months.

We’ve refreshed the Details view to make it easier to use, easier to understand, and easier on the eyes, while keeping the same trusted metrics. You’ll see clearer data behind forecasts and replenishment, better navigation for assemblies and components, a new Summary tab to quickly identify key inventory planning performance metrics that drive inventory success, larger product images, and quick access to catalog info.

Starting January 29, 2026, the new Details view will be automatically enabled for all accounts.

You can still switch back to the previous view if needed, but we strongly recommend using the new view. All future updates and features will be built only on this experience. Our Support and Customer Success teams are here to help if you need it. Learn more about the new Details page here.

For those of you who have already made the switch, see below for a list of improvements based on feedback during the beta:

The new Option insights report is an easy way to see how product options like color, size, material and more are performing. Visual charts help you quickly spot what’s selling and where demand is strongest, so you can make smarter buying decisions.

This feature is in beta and available on Premium plans. We’d love your feedback as we continue to improve it.

The Settings layout has been refreshed, to better match the structure of Inventory Planner. All the same settings are still there, but may have been moved to different tabs. As new settings are released in the future for upcoming features, this new structure will make them easier to find. Learn more about the new layout here.

We've updated the formatting of hyperlinks and improved the naming of modals and action buttons, making their purpose clearer and Inventory Planner easier to use.

We’ve standardized the filename format for stock order files (PDF and CSV) when they are downloaded or emailed, ensuring consistency and clarity across different order types and export methods. The type of stock order is now also correctly displayed in the file name ('PO', 'TO', 'AO'). Learn more about the file name formatting here.

You can now view the "LT closing stock" metric in Replenishment.

We've introduced the option to only map the EAN from Mintsoft to the barcode field in Inventory Planner. Contact Support to enable this option in your account.

In line with Shopify's API update schedule, we've migrated the connector to the new GraphQL API where required.

The date range pickers on all reports now remember your last selection, so if you exit and re-enter a report, Inventory Planner retains the reporting period, helping save you time and avoid errors.

You can now add "Average lead time" as a column in Replenishment. This metric calculates the actual average number of days between creating a purchase order and receiving inventory for each variant, allowing you greater confidence when planning your orders.

You can now add "Vendor address", "Billing address", "Shipping address", "Attn" and "Start date" as columns in the Stock orders list, so you can view more detailed order information without having to open individual records.

When exporting a group of stock orders to a CSV file, you can now choose between "All available columns" or "Visible columns only", avoiding unnecessary fields cluttering your file.

Updating the date range on Replenishment previously updated both the sales data shown on the page and the date range used for forecasting. Now, only the sales data is updated. The forecast date range is controlled under Settings > Forecast.

When creating report email automations, the UI is now clearer that the selected date range is dynamic.

We've updated Inventory Planner's default font, providing cleaner, more readable text with a clear distinction between similar characters.

We've updated the product label colors to provide stronger contrast and better alignment with our branding.

Transfers created using Linnworks' beta warehouse transfers feature are now pulled into Inventory Planner. Additionally, when saving a transfer to Linnworks, you can choose whether to create it as a legacy transfer or using the new beta method.

The Skubana connector is now called the Extensiv Order Manager connector, matching their updated branding.

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.