Inventory Planner

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

Glossary of Terms

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

Using Inventory Planner

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

Configure Inventory Planner with an eCommerce Connection

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

Configure Inventory Planner with Amazon

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

Configure Inventory Planner with a Custom Integration (CSV)

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

Launching Inventory Planner [Videos]

How to Create a New Account

Learn how to connect your store or connect a second store

Connecting your store

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

Inventory Planner Account Settings [Video]

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

Inventory Planner 101

Inventory Planner Overview [Video]

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

Catalog

Import Stockout History or Stock Level History

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

Changing platforms connected to Inventory Planner

How to Import Data to Inventory Planner

Getting Started

Replenishment Report [Video]

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

Forecast Methods and Settings: How to Configure the Forecast

Review, fix and reconcile the forecast for your products

Edit Forecast

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

Wholesale Planning

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

Assembly Orders

How Inventory Planner forecasts sales for Black Friday and Christmas

Forecasting for holiday season

Forecasting and Replenishment Overview

Purchase Orders

Create Multiple Stock Orders simultaneously associating them with a Batch number

Batch Stock Orders

How can you receive information against a purchase order?

Purchase Orders - Receiving Stock [Video]

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

Receiving inventory and pushing inventory to your store

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

Automations

Upload a PO or warehouse transfer from a spreadsheet

Import a Purchase Order or Transfer

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

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

Attaching documents to Purchase Orders

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

Compare Costs From Different Vendors

Save POs to QuickBooks Online and QuickBooks Desktop

Save purchase orders to QuickBooks

Save purchase orders to Xero

Print Labels

Purchase Order Overview

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

Vendors (Suppliers)

How to import single or multiple vendor catalogs

Upload or Import Vendor Catalogs

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

How to upload cost information

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

Bundles and Assemblies

Create a variant within Inventory Planner for components and raw goods

IP Variant

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

Listings: Connect the Same Item

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

Combine Sales/Stock (Merge Variants)

Bulk upload non-replenishable status

Vendor and Product Information Set-up

Configure warehouses, create additional warehouses

Warehouse Set-Up

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

Combined Warehouses

How to configure replenishment settings using a Combined Warehouse

Lead Time Set-up for Multiple Warehouses

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

Set up and Configure Amazon Warehouses

Set up and use a manual warehouse to track additional inventory

IP Warehouse

Warehouse Overview

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

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

Open to Buy Overview

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

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Inventory Planner API

Overstock Report [Video]

Overstock Overview

Good Received Note Report

Email and Automate Reports

Purchase Order Delivery Schedule Report

How to Export Data from Inventory Planner

Year-on-Year Report

Inventory KPIs Report [Video]

Stock History Report

Assembly Schedule Report

Learn more about the Inventory Aging report (Inventory Ageing)

Inventory Aging Analysis Report

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