If you are changing to a new Inventory Planner account, including changing platforms that are connected to Inventory Planner, we've put together a checklist to help transfer your information.
Note: If you are adding a platform, use this process instead.
If you are changing platforms connected to your current Inventory Planner account, use this process instead.
Summary
Importing your sales history (optional)
Creating a new Inventory Planner account
To create a new Inventory Planner account, please sign up for a new account at this link then follow the instructions in the Connecting your store article. Alternatively, you can go to Account > Settings > Connections and warehouses and click the arrow beside "+ New Connection" to add a new connection into a separate account.
Then follow the steps from "Importing your sales history" to set up your new account.
Once you've set the new account up, contact the Inventory Planner team to disable your old account (disables syncing and billing, but keeps data intact while you move systems).
Note that we are unable to retain stock history information, but you can export it from your old account for reference.
Keeping your existing Inventory Planner account
To keep your existing account, replacing your current connection with another, follow the instructions in the "Changing platforms connected to Inventory Planner" article.
Importing your sales history (optional)
When you connect your platform to your new account, if it contains a sales history, that information will sync to Inventory Planner. If your platform doesn't have a sales history, you may need to import it into Inventory Planner in order to generate a forecast.
Imported sales should not overlap with data already available in Inventory Planner. For example, if the sales data from your platform starts from September 1, then your import data should only go up to August 31.
For information on how to import your sales history, please see this article.
Transferring past stockout data (stock level history)
Inventory Planner takes past stockouts into account when calculating forecasts and replenishment recommendations. If you have your stockout or stock level history available, you can import it into your new Inventory Planner account to improve the accuracy of your forecasts.
Please see this article for instructions on how to import your stockout history into your account.
Note: Importing your stockout or stock level history does not adjust the stored stock history, only the number of stockouts.
Transferring vendor catalogs
You can use the replenishment report from your old account to import vendors into your new account as long as your products each have one vendor and each vendor is in the same currency.
If you have more than one vendor per product or multiple currencies, please contact Inventory Planner so that we can assist you with this transition.
Setting lead time and days of stock for new warehouses
In order to product accurate replenishment recommendations, you will need to set the lead time and days of stock for your products.
The lead time is the amount of time that elapses between placing a purchase order and receiving products.
Days of stock is a period of time for which you’d like to have enough stock, or, in other words, the stock cover.
You can update lead time and days of stock:
By vendor (supplier)
Individually by variant
In bulk for variants through Bulk Actions
In bulk for variants through import
For further instructions, see this article.
Recommended: You can export lead time and days of stock from your old account and import it to your new account. In your old account, go to Replenishment. Make sure that your 'lead time' and 'days of stock' columns are showing on the report. Click on the gear icon in the upper right to add them if needed. Finally, click 'Export' at the bottom of the screen.
Updating replenishment status
To remove items from your forecast that you do not keep in stock (including drop-shipped or discontinued items), go to the Replenishment report and select items you wish to remove.
Then click Bulk Actions > Set Non-Replenishable:
The default view of your Replenishment report shows replenishable items. If you wish to view items that are non-replenishable, remove the "Replenishable" filter.
Importing non-replenishable Status
If you have a spreadsheet of variants (SKUs) that need to be set as non-replenishable, you can import that information.
Tip: In your old account, you can set the "Replenishable: No" filter to find and export a list of non-replenishable SKUs.
Transferring purchase orders and transfers
To export your purchase orders from your old account, go to the Stock Orders section. Click Actions at the bottom of the page, then Export Stock Orders line items.
Then follow these instructions to import a purchase order or transfer.