Inventory Planner

Learn the ins and outs of what your metrics mean and how they are computed

Glossary of terms

Sage Copilot for Inventory Planner

Sara Jaffer

Aly Sams

Monica

Learn how to use Inventory Planner to manage products, vendors and orders 

Inventory Planner basics

Viewing and filtering stock orders

Updating stock orders in bulk

Create multiple stock orders simultaneously, associating them with a batch number.

Batch stock orders

Automate the creation of purchase orders (POs) and transfers.

Automations for stock orders

Assembly orders, also considered “production orders,” are used to build assemblies using existing (or incoming) component stock.

Overview of assembly orders

Use Inventory Planner to move inventory from one location to another using a warehouse transfer.

Transfer orders

Use a spreadsheet to import purchase orders, transfer orders or assembly orders.

Importing stock orders and received quantities

Exporting stock orders

Printing labels in Inventory Planner, useful for Amazon shipments

Printing and configuring labels

Purchase orders, transfer orders and assembly orders

Stock orders

Overview of purchase orders

Settings for stock orders

Creating and editing purchase orders

Sending purchase orders to vendors

How and when to receive inventory on purchase orders, and how to push received stock to your store.

Receiving inventory on purchase orders

Purchase Order calendar

Add a discount to an entire purchase order or discount individual SKUs or products

Discounts on purchase orders

Learn how to change statuses, add statuses and remove statuses for POs

Purchase order statuses

Customizing stock order PDF templates

Purchase orders

Overview of multi-delivery purchase orders (beta)

Splitting a purchase order into multiple deliveries (beta)

Combining purchase orders into a multi-delivery purchase order (beta)

Managing multi-delivery purchase orders (beta)

Editing and working with multi-delivery purchase orders (beta)

Editing and working with deliveries (beta)

Emailing, exporting, and saving multi-delivery purchase orders/deliveries to external platforms (beta)

Workflow-based guidance on how to use multi-delivery purchase orders and deliveries.

Multi-delivery purchase orders (beta)

Create a variant within Inventory Planner for components and raw goods

IP variants

Assign tags within Inventory Planner without making changes to your store

IP tags

Inventory Planner and stock levels

Importing variants

Learn how to combine the sales and/or stock of two variants for forecasting purposes. (Replaces the "merging variants" functionality)

Combining sales and stock

Link listings across the same or different platforms.

Connecting the same item to multiple listings

Check cost price, edit cost price, set tiered prices in Inventory Planner

Setting cost prices for products

Calculating and updating landing cost

Calculating cost of goods sold (COGS)

Set items that are archived, inactive, or with 'do not stock' as non-replenishable

Replenishable and non-replenishable status

Min/max stock

Defining the MOQ and UOM vendor attributes for purchase orders

Minimum order quantities and units of measurement

Setting your products' sizes and weights and using them on purchase orders

Product dimensions

Explaining opening and closing stock and where to view them

Historical stock reporting

Missing a variant, SKU or product? Here's a checklist to help find it.

Effectively searching for products and variants

View or export your current inventory levels and cost prices

Exporting product and stock information

Add a new product to a purchase order or sync to add a new product to replenishment

Adding products to Inventory Planner

Products

Overview of bundles and assemblies

Configuring bundles

Configuring assemblies

Forecasting and replenishment for bundles

Forecasting and replenishment for assemblies

Creating assembly orders

Creating purchase orders for components

Importing bundles and assemblies

Additional tips for bundles and assemblies

Bundles and assemblies

How to create and configure vendors (suppliers)

Vendors

How to import vendor information into Inventory Planner

Importing vendors

Managing vendor catalog attributes (e.g. cost prices, units of measurement, minimum order quantities).

Variants and vendor attributes

Importing vendor attributes

How brands and vendors can create an unknown vendor for Shopify users

The 'unknown' vendor

Learn how to assign a supplier or vendor to a variant

Associating variants with vendors

The "Cost Compare" metric shows each cost price from vendors associated with a variant.

Comparing costs from different vendors

How to update Vendor attributes from Purchase orders or reload them into a Purchase Order from Catalog

Updating vendor attributes using purchase orders

Removing vendors in Inventory Planner

Chan

Overview of warehouses

Learn how to set up and configure your warehouses

Setting up and configuring warehouses

Learn how to use multiple warehouses in Inventory Planner.

Working with multiple warehouses

Setup a combined warehouse to generate forecasts and replenishment using combined stock and/or sales from multiple locations.

Combined warehouses

Set up and use a manual warehouse to track additional inventory

IP Warehouses

Warehouses

Programmatic way to access your Inventory Planner account information

Inventory Planner Public APIs

Programmatic way to access your stock orders

Inventory Planner Stock Orders API

Programmatic way to access your inventory metrics

Inventory Planner Reports API

Webhooks in Inventory Planner

Inventory Planner API

Inventory Planner status page

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.