Inventory Planner

Inventory Planner Overview [Video]

Getting in touch with Inventory Planner Support

Jansen

Sara Jaffer

Monica

Learn about setting up and configuring your store

Getting started with Inventory Planner

Connecting your store and setting up vendor and variant information

Inventory Planner setup and configuration

Getting started with Inventory Planner, and becoming familiar with the basics of forecasting, replenishment, and reporting.

Inventory Planner 101

Jasper

Quick guidance on getting started with Inventory Planner for new users

Quickstart guides

Customize warehouse settings, low-stock alerts, seasonality, connect to accounting systems, adding new users and more.

Inventory Planner account settings

Permissions in Inventory Planner

Learn how to set up alerts and safety stock by variant, product, vendor or for your entire store

Low stock alerts

Troubleshooting low stock alerts

Order from vendors in different currencies, currency is displayed in Inventory Planner reports, and how currencies are converted.

Multiple currencies in Inventory Planner

Creating a new account

Settings Inventory Planner support can toggle on and off for your account

Admin-only settings

A detailed look at the settings available to customize your Inventory Planner account.

Settings

View integration platforms. Learn which platform connect if you use several that connect to Inventory Planner.

Overview of integrating with Inventory Planner

Learn how to connect your store or connect a second store

Connecting your store

How to switch platforms connected to Inventory Planner, including with a new Inventory Planner account

Changing platforms connected to Inventory Planner

Defining full sync, variant sync, and purchase orders sync, and sync frequency

Syncing data

Chan

Learn how to connect your Inventory Planner account to other platforms

Connecting to other platforms

Importing data into Inventory Planner

Importing the stock level history and stockout history

Exporting data from Inventory Planner

Add more sales order to your Inventory Planner account if your connected platform is missing historical sales information.

Importing additional sales history

Information on importing and exporting data from your Inventory Planner account

Importing and exporting

Find answers and get help from Intercom Support and Community Experts

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