Access account settings by clicking on Account in the lower left corner, then Settings.
Connections & Warehouses
You can confirm you current platform connections and add additional connections as needed. Read more here about how to connect your store, including connecting more than one store.
Enable or disable warehouses to view for replenishment and reporting purposes. If all warehouses are disabled, you will see a combined view of all warehouses. If you would like to set up combined warehouses, click here for step-by-step instructions and considerations.
Warehouses are set up on your connected platform (depending on the platform, these may be called 'locations'). Amazon connections will show FBA warehouses for each country within the region as well as a FBM warehouse across the region.
You can add users and customize permissions in Settings > Users. Add additional user emails in this section.
To customize permissions, click on Edit under the Permissions heading
and then click Full Access (uncheck the box).
Then you can select which sections of Inventory Planner that user can view. To update access, click on ‘Save Permissions’.
Click on the Forecast tab in Settings to customize account-wide settings affecting the sales forecast and related analytics.
- Use Stockouts History: Inventory Planner automatically detects when a product is out of stock starting from the moment you connect your store to Inventory Planner. This data helps to estimate the demand correctly.
For example, if you sell on average 10 units of Variant A per month and the product is out of stock for 1/2 of a month - the real demand for it is 20 units. Without taking stockouts into account, the forecasted demand could be too low.
By default, your account is set to take into account stockouts. If your store allows overselling (continuing to sell an item even when it is out of stock), then you should change this setting to disregard out-of-stock information.
- Default Forecasting Method: This account-wide setting will be the forecasting method used by all items in your account unless a custom forecast setting is used. Read more about forecast methods and settings here.
- Apply seasonal increase for non-seasonal products for Black Friday and Christmas: When this option is set, Inventory Planners will take in to account Holiday Sales seasons (Including Black Friday and Cyber Monday), for items that are non-seasonal.
We check the previous year sales in the months of November and December and if increases are detected, these are automatically applied to your future forecast for these times.
Read more about this, here: Forecasting for holiday season
- Bundles are Assemblies by default: This setting considers all bundles to be produced bundles. If all bundles in the account are assembled prior to fulfillment (that is, the stock of bundles is separate from stock for each of its components) then this setting should be enabled. If bundles are assembled at the time of fulfillment, then do not check this box. Learn more about bundles and packs here.
- Default Replenishment: This field sets default replenishment recommendations for items with zero stock and no sales history. Note that this only applies to items with zero stock and no sales history. This is intended to be used for newly listed items before receiving your initial order of inventory. Once an item either has stock or sales history, the default replenishment will not apply.
- Default Min Stock (Safety Stock): The number of units added to the calculated replenishment recommendation. For example, if Inventory Planner calculates 5 units are needed of an item and the Default Min Stock is set to 10 units, the new replenishment recommendation will be 15 units.
Rather than using Min Stock, we strongly recommend adding to the Days of Stock setting to produce better recommendations and stock control. Adding to Days of Stock ensures that the buffer amount of stock is relative to the sales velocity for each item. Read more about why it is better to use Days of Stock rather than Min Stock here.
- Excluded Sales: For non-seasonal forecasting methods (Recent Sales & Trends and Last Sales), it can be helpful to exclude certain periods of unusual sales from the forecast calculation. For example, by excluding Black Friday and Cyber Monday sales, the forecast the following weeks and months will not be overstated following a spike in sales.
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%.
By default, Inventory Planner calculates classes based on the last 30 days of sales. This can be updated to calculate based on other date ranges using the option seen below.
An option is available to calculate classes based on the number of units sold rather than revenue.
Low inventory alerts can be set for your whole store or can be customized at the SKU level. Frequency of alerts and what information you receive is also adjustable.
You can enter multiple email addresses to ensure everyone in your company that needs to be alerted receives this information.
The notify in advance setting will ensure that you receive an email on the Replenish Date of your variant. This means you will receive a low-stock alert on the last day that . you need to order to ensure that you do not run out of stock. This is based on your Lead Time setting.
When enabled, delta alerts will notify you only on the first date that an item reaches its Replenish Date (last date to order to avoid a stockout). If the variant is not ordered that day, you will not receive notification on future emails when delta alerts are enabled.
You can exclude variants with a negative stock level from your low stock alerts. By ignoring variants with a negative stock, you will to receive email alerts for these items (often backorders).
You can also choose whether or not to include variants with negative stock, or non-visible (hidden) variants in Low Stock Alerts.
On an account-wide basis, you can set the following information in Account > Settings:
- Purchase order counter - where numbering of POs will begin
- Set shop name and upload logo
- Enable or disable product images from showing on the purchase order
- Set the image size on a purchase order
- Enable or disable cost prices from appearing on the PO
- Exclude the expected arrival date from showing on the PO
- Connect to an accounting platform to sync purchase orders, and select if you would like POs to save by default to your accounting platform.
These settings will then apply to all purchase orders in your system (the counter will be sequential and continue with each new PO).
Enable forecasting for wholesale customers: This setting allows the ability to separate wholesale orders from regular, replenishable demand. Replenishment recommendations will add wholesale needs on top of regular demand. Learn more about wholesale planning here.
The Inventory Planner API (beta) provides realtime access to data in your Inventory Planner account and is intended to be used by developers. Please note that the API is currently in beta and subject to change.
To access Inventory Planner API, first you need an API authorization key. The key is associated with user. To obtain the key:
- Use Generate key to generate API key
- Save generated key
Use 'Delete key' if you would like to remove the key.
To authorize using API key, add the following two headers to HTTP requests:
Note that you can also access the API from the browser using existing Inventory Planner session. This may be useful for making manual requests with browser.