Inventory Planner

Overview page

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

Importing wholesale customers and planned wholesale orders

Monica

Jasper

Sara Jaffer

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

Reporting

Overstock report

Tips for moving items identified as being overstocked

Clearing overstocked items

Labels

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

Goods received note report

Assembly schedule report

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

Compare warehouses report

Use the assortment report to see performance within groups

Assortment Report [Video]

Chan

Jansen

Reports section overview

Find answers and get help from Intercom Support and Community Experts

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