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Using Inventory Planner
Using Inventory Planner
Learn about setting up your store and how to use Inventory Planner features.
+4
62 articles in this collection
Written by
Jasper,
Jansen,
Monica
and 4 others
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
Getting Started
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
Forecasting and Replenishment Overview
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 Order Overview
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
Vendor and Product Information Set-up
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 Overview
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 Overview
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 API
Inventory Planner Public APIs
Programmatic way to access your Inventory Planner account information
Written by
Monica
Updated over a week ago
Inventory Planner Stock Orders API
Programmatic way to access your stock orders
Written by
Savannah
Updated over a week ago
Inventory Planner Reports API
Programmatic way to access your inventory metrics
Written by
Savannah
Updated this week
Overstock Overview
Overstock Report [Video]
Written by
Monica
Updated over a week ago
Reports Overview
Good Received Note Report
Written by
Lavender
Updated over a week ago
Email and Automate Reports
Create Emails and Automate Reports
Written by
Monica
Updated over a week ago
Purchase Order Delivery Schedule Report
Written by
Anita
Updated over a week ago
How to Export Data from Inventory Planner
Written by
Jasper
Updated over a week ago
Year-on-Year Report
Written by
Karen
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
Assembly Schedule 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