Using Inventory Planner

Learn about setting up your store and how to use Inventory Planner features.

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56 articles in this collection
Written by Jasper, Jansen, and Monica
Getting Started

Configure Inventory Planner with an eCommerce Connection

Configure Warehouses, Purchase Orders & Transfers, Forecasts and Replenishment, Bundles and Assemblies, and More.
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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
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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.
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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.
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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
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Written by Monica
Updated over a week ago

How to Create a New Account

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Written by Monica
Updated over a week ago

Connecting your store

Learn how to connect your store or connect a second store
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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.
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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.
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Written by Jasper
Updated over a week ago

Inventory Planner Overview [Video]

Get started video for Inventory Planner
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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.
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Written by Monica
Updated over a week ago

Import Stockout History or Stock Level History

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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.
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Written by Jansen
Updated over a week ago

How to Import Data to Inventory Planner

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Written by Jansen
Updated over a week ago
Purchase Order Overview

Purchase Orders

Create Purchase Orders for your vendors
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Written by Monica
Updated over a week ago

Batch Stock Orders

Create Multiple Stock Orders simultaneously associating them with a Batch number
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Written by Monica
Updated over a week ago

Purchase Orders - Receiving Stock [Video]

How can you receive information against a purchase order?
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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
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Written by Jansen
Updated over a week ago

Automations

Schedule reports, and automate Purchase Orders (POs) and Transfers.
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Written by Monica
Updated over a week ago

Import a Purchase Order or Transfer

Upload a PO or warehouse transfer from a spreadsheet
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Written by Monica
Updated over a week ago

Change email and text when emailing a purchase order to vendor

Change text and save templates when sending a PO to your vendor
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Written by Jansen
Updated over a week ago

Attaching documents to Purchase Orders

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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.
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Written by Jasper
Updated over a week ago

Save purchase orders to QuickBooks

Save POs to QuickBooks Online and QuickBooks Desktop
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Written by Jansen
Updated over a week ago

Save purchase orders to Xero

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Written by Jasper
Updated over a week ago

Print Labels

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Written by Jasper
Updated over a week ago