Frequently Asked Questions

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

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Written by Savannah Kelley
Updated over a week ago

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

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

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

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

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

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

Inventory Planner public security statement

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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