Inventory Planner

Central point to manage vendors, costs, warehouse lead times, listings, bundles, components, forecast settings, alerts, and more.

Catalog

Using Inventory Planner's Automations functionality to send reports to staff.

Emailing automated reports

Learn how to save columns and filters as presets, and how to share reporting presets with other Inventory Planner users in your account.

User presets, filters and columns

Reporting on, filtering for and amending stock orders using the Stock Orders list.

Stock Orders report

Separate past wholesale orders from past regular sales to improve forecast accuracy, and plan future wholesale orders in Replenishment.

Wholesale planning

Monica

Jansen

Jasper

Learn about the reports available in Inventory Planner and how to use them.

Reporting

Replenishment report

Detailed discussion of the figures displayed on the details tab

Forecast and replenishment details tab

Adjust forecast using stockout data, import past stockouts, and report on lost sales and revenue related to stockouts.

Stockouts

Review, fix and reconcile the forecast for your products

Edit Forecast

Setting forecast methods based on recent sales and trends, seasonality, or stockout history.

Configuring the forecast

What is the difference between 'sells out in,' 'sells out in first,' and 'stock cover in days'? What does 'replenish date' mean?

Forecasting stockouts and sells out in days

How Inventory Planner forecasts sales for Black Friday and Christmas

Forecasting for holiday season

Learn how to handle lead time and days of stock to cover factory shutdowns or vendor delays during seasonal downtime.

Planning replenishment to cover supplier holidays

Checklist for ensuring forecast and replenishment accuracy

Troubleshooting the forecast and replenishment

Forecasting and replenishment

Set lead time and days of stock for an individual variant or in bulk

Setting the lead time and days of stock

Mark variants (SKUs) or products as seasonal

Setting a seasonal forecast

Choosing the lead time and days of stock

Learn more about settings affecting forecast and replenishment

Forecasting and replenishment settings

How to use "To order" to see adjusted replenishment recommendations based on vendor attributes

Adjusting replenishment for vendor attributes

Is the combined warehouse showing the sum of connected warehouses?

Calculating the combined warehouse forecast

Learn more about specific adjustments and calculations regarding the forecast and replenishment

Calculating and adjusting the forecast and replenishment

Overstock report

Tips for moving items identified as being overstocked

Clearing overstocked items

Labels in the Overstock report

Sara Jaffer

Overstock overview

An introduction to the concept of Open-to-Buy planning.

Overview of Open-to-Buy (OTB) planning

How to create and configure an open-to-buy plan.

Creating an Open-to-Buy plan

How to use your Open-to-Buy plan

Troubleshooting Open-to-Buy

Frequently asked questions about OTB planning.

FAQs about Open-to-Buy

Open-to-Buy column reference

Open to Buy overview

Inventory KPIs report

Year on Year report

Stock, sales and commitment

Learn more about the Inventory Aging report

Aging analysis report

Stock history report

Delivery schedule report

Good received note report

Assembly schedule report

Transferring stock, balancing stock, and viewing SKUs across warehouses are all accomplished with the Compare Warehouse report