Using Inventory Planner

Glossary of Terms

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

Written by Jasper
Updated this week

Email and Automate Reports

Create Emails and Automate Reports

Written by Monica
Updated this week

Configure Inventory Planner with an eCommerce Connection

Configure Warehouses, Purchase Orders & Transfers, Forecasts and Replenishment, Bundles and Assemblies, and More.

Written by Jasper
Updated this week

Configure Inventory Planner with Amazon

Configure Amazon Connections (Marketplaces) and Warehouses, FBA Shipments, Forecasts and Replenishment, Assemblies (FBA Prep), and Transfers

Written by Jansen
Updated this week

Configure Inventory Planner with an Inventory Management (or Warehouse Management) System

Configure Warehouses, Purchase Orders & Transfers, Forecasts and Replenishment, Bundles and Assemblies, and More.

Written by Jansen
Updated this week

Configure Inventory Planner with a Custom Integration (CSV)

Configure Warehouses, Purchase Orders & Transfers, Forecasts and Replenishment, Bundles and Assemblies, and More.

Written by Jasper
Updated this week

Launching Inventory Planner [Videos]

Get started in Inventory Planner - From connecting your store to setting up vendor and variant information

Written by Monica
Updated this week

How to Create a New Account

Written by Monica
Updated this week

Connecting your store

Learn how to connect your store or connect a second store

Written by Jansen
Updated this week

Inventory Planner Account Settings [Video]

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

Written by Jansen
Updated this week

Inventory Planner 101

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

Written by Jasper
Updated this week

Inventory Planner Overview [Video]

Get started video for Inventory Planner

Written by Jansen
Updated this week

Catalog

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

Written by Monica
Updated this week

Import Stockout History or Stock Level History

Written by Monica
Updated this week

Changing platforms connected to Inventory Planner

If you are switching platforms, here is a checklist to transfer information. You can always keep the same account or create a new account.

Written by Jansen
Updated this week

How to Import Data to Inventory Planner

Written by Jansen
Updated this week

Replenishment Report [Video]

Get started with replenishment

Written by Jasper
Updated this week

Forecast Methods and Settings: How to Configure the Forecast

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

Written by Jansen
Updated this week

Edit Forecast

Review, fix and reconcile the forecast for your products

Written by Jansen
Updated this week

Wholesale Planning

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

Written by Jansen
Updated this week

Assembly Orders

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

Written by Jansen
Updated this week

Forecasting for holiday season

How Inventory Planner forecasts sales for Black Friday and Christmas

Written by Monica
Updated this week

Purchase Orders

Create Purchase Orders for your vendors

Written by Monica
Updated this week

Batch Stock Orders

Create Multiple Stock Orders simultaneously associating them with a Batch number

Written by Monica
Updated this week

Purchase Orders - Receiving Stock [Video]

How can you receive information against a purchase order?

Written by Monica
Updated this week

Receiving inventory and pushing inventory to your store

After receiving inventory on a Purchase Order, select inventory to push to BigCommerce, Shopify and other stores

Written by Jansen
Updated this week

Import a Purchase Order or Transfer

Upload a PO or warehouse transfer from a spreadsheet

Written by Monica
Updated this week

Change email and text when emailing a purchase order to vendor

Change text and save templates when sending a PO to your vendor

Written by Jansen
Updated this week

Attaching documents to Purchase Orders

Written by Monica
Updated this week

Compare Costs From Different Vendors

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

Written by Jasper
Updated this week

Save purchase orders to QuickBooks

Save POs to QuickBooks Online and QuickBooks Desktop

Written by Jansen
Updated this week

Save purchase orders to Xero

Written by Jasper
Updated this week

Print Labels

Written by Jasper
Updated this week

Vendors (Suppliers)

Create vendors and manage catalog attributes (eg. cost prices, units of measurement, minimum order quantity).

Written by Jansen
Updated this week

Upload or Import Vendor Catalogs

How to import single or multiple vendor catalogs

Written by Jasper
Updated this week

How to upload cost information

Learn how to bulk upload cost price and other product or vendor information

Written by Jasper
Updated this week

Bundles and Assemblies

Replenishing enough components (variants) to cover the forecasted needs of bundles, assemblies, and/or individual component sales.

Written by Jansen
Updated this week

IP Variant

Create a variant within Inventory Planner for components and raw goods

Written by Monica
Updated this week

Listings: Connect the Same Item

Combine Listings across the same or different platforms. Replaces the "Linking Variants" functionality.

Written by Jansen
Updated this week

Combine Sales/Stock (Merge Variants)

Copies the sales (and/or stock) from one variant to another for forecasting purposes. Replaces the "merging variants" functionality.

Written by Monica
Updated this week

Bulk upload non-replenishable status

Written by Jasper
Updated this week

Warehouse Set-Up

Configure warehouses, create additional warehouses

Written by Jasper
Updated this week

Combined Warehouses

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

Written by Monica
Updated this week

Lead Time Set-up for Multiple Warehouses

How to configure replenishment settings using a Combined Warehouse

Written by Jansen
Updated this week

Set up and Configure Amazon Warehouses

Connect FBA and FBM warehouses, one connection needed per Amazon region

Written by Jansen
Updated this week

IP Warehouse

Set up and use a manual warehouse to track additional inventory

Written by Jasper
Updated this week

Open-to-Buy Planning (OTB) Planning [Video]

Planning a purchasing budget based on planned revenue goals, optimal stock cover, and cashflow requirements.

Written by Monica
Updated this week

Inventory Planner Public API

Programmatic way to access your inventory metrics

Written by Monica
Updated this week

Overstock Report [Video]

Written by Monica
Updated this week

How to Export Data from Inventory Planner

Written by Jasper
Updated this week

Inventory KPIs Report [Video]

Written by Jansen
Updated this week

Stock History Report

Written by Jansen
Updated this week

Inventory Aging Analysis Report

Learn more about the Inventory Aging report (Inventory Ageing)

Written by Jansen
Updated this week

Compare Warehouse Report

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

Written by Monica
Updated this week

Assortment Report [Video]

Use the assortment report to see performance within groups

Written by Jasper
Updated this week