Inventory Planner

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

Glossary of terms

Jasper

Monica

Jansen

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 purchase 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

Sara Jaffer

Purchase orders

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

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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

Find answers and get help from Intercom Support and Community Experts

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