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Using Inventory Planner
Learn about setting up your store and how to use Inventory Planner features.
Glossary of terms
Configure Inventory Planner with an eCommerce Connection
Sync options
Configure Inventory Planner with Amazon
Configure Inventory Planner with an Inventory Management (or Warehouse Management) System
Configure Inventory Planner with a Custom Integration (CSV)
Launching Inventory Planner [Videos]
How to Create a New Account
Connecting your store
Inventory Planner Account Settings [Video]
Inventory Planner 101
Inventory Planner Overview [Video]
Catalog
Import Stockout History or Stock Level History
Changing platforms connected to Inventory Planner
How to Import Data to Inventory Planner
Purchase Orders
Batch Stock Orders
Purchase Orders - Receiving Stock [Video]
Receiving inventory and pushing inventory to your store
Automations
Import a Purchase Order or Transfer
Change email and text when emailing a purchase order to the vendor
Attaching documents to Purchase Orders
Compare Costs From Different Vendors
Save purchase orders to QuickBooks
Save purchase orders to Xero
Print Labels
Good Received Note Report
Email and Automate Reports
Purchase Order Delivery Schedule Report
How to Export Data from Inventory Planner
Year-on-Year Report
Inventory KPIs Report [Video]
Stock History Report
Assembly Schedule Report
Inventory Aging Analysis Report
Compare Warehouse Report
Assortment Report [Video]
Stock, Sales & Commitment