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 over a week ago

Configure Inventory Planner with an eCommerce Connection

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

Written by Jasper
Updated over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

Launching Inventory Planner [Videos]

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

Written by Monica
Updated over a week ago

How to Create a New Account

Written by Monica
Updated over a week ago

Connecting your store

Learn how to connect your store or connect a second store

Written by Jansen
Updated over a week ago

Inventory Planner Account Settings [Video]

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

Written by Jansen
Updated over a week ago

Inventory Planner 101

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

Written by Jasper
Updated over a week ago

Inventory Planner Overview [Video]

Get started video for Inventory Planner

Written by Jansen
Updated over a week ago

Catalog

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

Written by Monica
Updated over a week ago

Import Stockout History or Stock Level History

Written by Monica
Updated over a week ago

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 over a week ago

How to Import Data to Inventory Planner

Written by Jansen
Updated over a week ago

Replenishment Report [Video]

Get started with replenishment

Written by Jasper
Updated over a week ago

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 over a week ago

Edit Forecast

Review, fix and reconcile the forecast for your products

Written by Jansen
Updated over a week ago

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 over a week ago

Assembly Orders

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

Written by Jansen
Updated over a week ago

Forecasting for holiday season

How Inventory Planner forecasts sales for Black Friday and Christmas

Written by Monica
Updated over a week ago

Purchase Orders

Create Purchase Orders for your vendors

Written by Monica
Updated over a week ago

Batch Stock Orders

Create Multiple Stock Orders simultaneously associating them with a Batch number

Written by Monica
Updated over a week ago

Purchase Orders - Receiving Stock [Video]

How can you receive information against a purchase order?

Written by Monica
Updated over a week ago

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 over a week ago

Automations

Schedule reports, and automate Purchase Orders (POs) and Transfers.

Written by Monica
Updated over a week ago

Import a Purchase Order or Transfer

Upload a PO or warehouse transfer from a spreadsheet

Written by Monica
Updated over a week ago

Change email and text when emailing a purchase order to the vendor

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

Written by Jansen
Updated over a week ago

Attaching documents to Purchase Orders

Written by Monica
Updated over a week ago

Compare Costs From Different Vendors

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

Written by Jasper
Updated over a week ago

Save purchase orders to QuickBooks

Save POs to QuickBooks Online and QuickBooks Desktop

Written by Jansen
Updated over a week ago

Save purchase orders to Xero

Written by Jasper
Updated over a week ago

Print Labels

Written by Jasper
Updated over a week ago

Vendors (Suppliers)

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

Written by Jansen
Updated over a week ago

Upload or Import Vendor Catalogs

How to import single or multiple vendor catalogs

Written by Jasper
Updated over a week ago

How to upload cost information

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

Written by Jasper
Updated over a week ago

Bundles and Assemblies

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

Written by Jansen
Updated over a week ago

IP Variant

Create a variant within Inventory Planner for components and raw goods

Written by Monica
Updated over a week ago

Listings: Connect the Same Item

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

Written by Jansen
Updated over a week ago

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 over a week ago

Bulk upload non-replenishable status

Written by Jasper
Updated over a week ago

Warehouse Set-Up

Configure warehouses, create additional warehouses

Written by Jasper
Updated over a week ago

Combined Warehouses

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

Written by Monica
Updated over a week ago

Lead Time Set-up for Multiple Warehouses

How to configure replenishment settings using a Combined Warehouse

Written by Jansen
Updated over a week ago

Set up and Configure Amazon Warehouses

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

Written by Jansen
Updated over a week ago

IP Warehouse

Set up and use a manual warehouse to track additional inventory

Written by Jasper
Updated over a week ago

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 over a week ago

Inventory Planner Public API

Programmatic way to access your inventory metrics

Written by Monica
Updated over a week ago

Overstock Report [Video]

Written by Monica
Updated over a week ago

Email and Automate Reports

Create Emails and Automate Reports

Written by Monica
Updated over a week ago

How to Export Data from Inventory Planner

Written by Jasper
Updated over a week ago

Inventory KPIs Report [Video]

Written by Jansen
Updated over a week ago

Stock History Report

Written by Jansen
Updated over a week ago

Inventory Aging Analysis Report

Learn more about the Inventory Aging report (Inventory Ageing)

Written by Jansen
Updated over a week ago

Compare Warehouse Report

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

Written by Monica
Updated over a week ago

Assortment Report [Video]

Use the assortment report to see performance within groups

Written by Jasper
Updated over a week ago