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Frequently Asked Questions
Frequently Asked Questions
Where you can get answers to questions that are asked... frequently.
+4
63 articles in this collection
Written by
Jill,
Bassel,
Jasper
and 4 others
How can I set and save user presets for generating fast reports?
Learn how to set User Presets for filters and columns, and how to share reporting preset with other Inventory Planner Users in your account.
Written by
Jasper
Updated over a week ago
Understanding the Relationship between Inventory Planner, Brightpearl, and Sage
Written by
Savannah
Updated over a week ago
Forecast
How can I set the lead time and days of stock?
Set lead time and days of stock for an individual variant or in bulk
Written by
Monica
Updated over a week ago
How is the forecast and replenishment calculated?
What is the difference between the forecast and replenishment amount?
Written by
Monica
Updated over a week ago
How do I see what I'm actually going to order from my Vendor?
Use "To Order" to see Replenishment adjusted based on vendor attributes such as units of measurement (UOM) and minimum order quantity (MOQ).
Written by
Jansen
Updated over a week ago
The forecast or replenishment is wrong. How do I fix it?
Checklist for ensuring forecast and replenishment accuracy
Written by
Jasper
Updated over a week ago
How is the combined warehouse forecast calculated?
Is the combined warehouse showing the sum of connected warehouses?
Written by
Jansen
Updated over a week ago
How do I set a seasonal forecast?
Mark variants (SKUs) or products as seasonal
Written by
Jansen
Updated over a week ago
What are stockouts? How do stockouts affect forecasting and KPI reporting?
Adjust forecast using stockout data, import past stockouts, and report on lost sales and revenue related to stockouts.
Written by
Jansen
Updated over a week ago
How can I clear forecast override information?
Clear or remove forecast override or forecast percentage increase information
Written by
Jansen
Updated over a week ago
How to choose the lead time and days of stock
Written by
Monica
Updated over a week ago
How to hide or remove dropshipped or discontinued items from the forecast
Set items that are archived, inactive, or with 'do not stock' as non-replenishable
Written by
Jasper
Updated over a week ago
Min/Max Stock
Min stock, max stock, safety stock.
Written by
Jansen
Updated over a week ago
How can I see when my stock will run out? When should I order?
What is the difference between 'sells out in,' 'sells out in first,' and 'stock cover in days'? What does 'replenish date' mean?
Written by
Jansen
Updated over a week ago
How is COGS (Cost of Goods Sold) calculated and updated?
Written by
Monica
Updated over a week ago
Product and Stock Information
Landing Cost - How is it calculated and updated?
Written by
Monica
Updated over a week ago
Does Inventory Planner control stock levels?
Does Inventory Planner manage inventory count?
Written by
Jansen
Updated over a week ago
What is the difference between Brand and Vendor?
Written by
Monica
Updated over a week ago
How is stock from FBA stores shown in Inventory Planner?
Written by
Monica
Updated over a week ago
Why don't stock levels match my store?
Checklist for what to do when inventory levels are off
Written by
Jansen
Updated over a week ago
How can I view or export a list of products in stock?
View or export your current inventory
Written by
Jasper
Updated over a week ago
How can I see all of my inventory?
View, download and print all of your stock
Written by
Monica
Updated over a week ago
How do you set cost prices for products?
Check cost price, edit cost price, set tiered prices in Inventory Planner
Written by
Monica
Updated over a week ago
How can I export product costs?
Written by
Jasper
Updated over a week ago
How do I add a product to Inventory Planner?
Add a new product to a purchase order or sync to add a new product to replenishment
Written by
Monica
Updated over a week ago
How can I see past stock levels and stock value?
View point in time or stock levels and values for previous dates, including generating a year-end stock valuation report.
Written by
Jansen
Updated over a week ago
Will bundle sales show in the components?
Learn how sales of bundled products affect sales history and forecasting
Written by
Bassel
Updated over a week ago
Why can't I find a variant or product?
Missing variant, SKU or product? Here's a checklist to help find it.
Written by
Jansen
Updated over a week ago
How can you add Minimum Order Quantity and Units of Measurement?
MOQ & UOM for purchase orders
Written by
Jansen
Updated over a week ago
Why aren't low-stock alerts being emailed?
Written by
Jasper
Updated over a week ago
How do I add CBM (size) or weight of my product?
Written by
Jill
Updated over a week ago
Set-up and Account Settings
What platforms integrate with Inventory Planner?
View integration platforms. Learn which platform connect if you use several that connect to Inventory Planner.
Written by
Jansen
Updated over a week ago
How long does the first sync take?
First data sync that pulls all sales history.
Written by
Jasper
Updated over a week ago
Can I connect multiple Shopify or Amazon stores?
Written by
Jansen
Updated over a week ago
Can I see detail for FBA and FBM with my Amazon connection?
Written by
Jasper
Updated over a week ago
How do I connect my Shopify store to Inventory Planner? (Video)
Written by
Jasper
Updated over a week ago
What is the difference between full sync and products sync?
Written by
Jasper
Updated over a week ago
Where can I find billing information?
View invoices, recent charges and current plan
Written by
Jasper
Updated over a week ago
What information does Inventory Planner change in your store?
Written by
Jasper
Updated over a week ago
How often is my data updated?
Written by
Monica
Updated over a week ago
How and why connect Inventory Planner to Google Analytics? [Video]
Written by
Monica
Updated over a week ago
How can I import additional sales history?
Add more sales order to your Inventory Planner account if your connected platform is missing historical sales information.
Written by
Monica
Updated over a week ago
How do I set up a low inventory alert or safety stock?
Learn how to set up alerts and safety stock by variant, product, vendor or for your entire store
Written by
Jasper
Updated over a week ago
How does Inventory Planner handle different currencies?
Order from vendors in different currencies, currency is displayed in Inventory Planner reports, and how currencies are converted.
Written by
Monica
Updated over a week ago
What is the pricing for Inventory Planner?
Where to view your invoice and how payments are processed
Written by
Monica
Updated over a week ago
Warehouses
How can I see my warehouse settings?
Check warehouse settings to see which warehouses and sales channels are showing in Inventory Planner
Written by
Jansen
Updated over a week ago
How do I handle replenishment with multiple warehouses?
Written by
Jasper
Updated over a week ago
How can I transfer stock between warehouses?
Use Inventory Planner to move inventory from one location to another using a warehouse transfer.
Written by
Jasper
Updated over a week ago
Purchase Orders
Why is my purchase order split into two shipment plans when syncing with Amazon Seller Central?
Written by
Jansen
Updated over a week ago
How can I set a default Purchase Order view?
Written by
Monica
Updated over a week ago
Edit Purchase Order Status
Change status to open, partially received, or closed status/Remove status
Written by
Monica
Updated over a week ago
How can I customize a Purchase Order?
Options for a PO include updating addresses, images, set PO number, currency, vendor-specific information and more
Written by
Jasper
Updated over a week ago
How do I add a discount to a purchase order?
Add a discount to an entire purchase order or discount individual SKUs or products
Written by
Jasper
Updated over a week ago
How can I find which purchase orders contain a certain product?
Search POs to find SKUs or products
Written by
Monica
Updated over a week ago
How can I change my address on a Purchase Order?
Update your billing address and shipping address on purchase orders
Written by
Monica
Updated over a week ago
How can I filter out FBA shipments from Purchase Orders?
Written by
Monica
Updated over a week ago
Vendors
Why do I see 'unknown' vendor?
Why can't I change the name of 'unknown' vendor?
Written by
Monica
Updated over a week ago
Set Vendor: Associate Variants with Vendors
Assign or associate variants (SKUs) with a Supplier or Vendor.
Written by
Jansen
Updated over a week ago
How can I remove a vendor?
Delete or remove a vendor
Written by
Monica
Updated over a week ago
Other topics
Inventory Planner public security statement
M
Written by
Marije
Updated over a week ago
What are IP tags?
Assign tags within Inventory Planner without making changes to your store
Written by
Jasper
Updated over a week ago
How can I change columns?
Learn how to customize and sort reports by adding or changing columns.
Written by
Jansen
Updated over a week ago
Inventory Planner Privacy Policy
General Data Protection Regulation (GDPR)
Written by
Jansen
Updated over a week ago