Inventory Planner tracks the history of stockouts (days when a variant is out of stock) and stock level history, starting with the date you create your Inventory Planner account. Stockout and Stock Level history prior to that date is not available.
If you have stockout or stock levels history available from another program, you can import that information into your Inventory Planner account. This can help to produce a more accurate forecast more quickly.
Inventory Planner takes into account stockouts when calculating the forecast and replenishment recommendations. Read more about how the forecast is calculated here.
Please note, if you import stock level history, including dates where the stock was "0", we will automatically apply a Stockout day. It will not be required to perform the import of both the stock level history and the stockout history.
Importing Stock Level History
Create a spreadsheet with the following information and including a column title for each:
SKU or other identifier such as Title, ID (used by your sales platform), Inventory Planner ID, Vendor Reference, or Barcode.
Stock Date using 'mm/dd/yyyy' format, for example, 1/31/2019.
Stock level for the corresponding date.
Go to Account > Import.
Select the Import type "Stock History":
Click to Select or Drag the file you've created with stockout history, to the import section.
We also offer the ability to download a CSV template.
Proceed, using the option to Map Columns.
In the import dialog, be sure to select the correct identifier. SKU will be the identifier used by default.
Please also select the Warehouse and the date format, so that we upload the data to the correct warehouse/location, for the correct dates.
It's also required to select the correct Period for updating the Stock History. The stock history during the selected period will be fully replaced, while other dates will be left in tact.
Note: Stock History is tracked automatically starting with the account creation date, and it's generally unnecessary to replace information since account creation. The primary purpose for this import is for stock history prior to connection, but the import can be used if needed to replace stock history beyond that point.
When all fields are matched to the corresponding field in Inventory Planner, select Import.
You will then see an Import overview page, where changes will be confirmed.
If there are errors, please action these and then re-attempt the import.
Importing Stockout History
Note: importing stockout history does not adjust the stored stock history, only the number of stockouts.
Create a spreadsheet with the following information and including a column title for each:
SKU or other identifier such as Title, ID (used by your sales platform), Inventory Planner ID, Vendor Reference, or Barcode.
Month and Year when stockouts occurred using 'mm/yyyy' format, for example 01/2020.
Number of stockouts during that month. Each day when the item was out of stock will count as a stockout.
Go to Account > Import.
Select the Import type "Stockouts":
Proceed using the option to Upload file.
Click to Select or Drag the file you've created with stockout history, to the import section.
We also offer the ability to download a CSV template.
Proceed by using option to Map Columns.
In the import dialog, be sure to select the correct identifier. SKU will be the identifier used by default.
Also select the warehouse that this information relates to.
When all fields are matched to the corresponding field in Inventory Planner, select Import.
Note: You can import files as large as 100 MB but larger files might take longer to upload.