Inventory Planner

Learn how to set User Presets for filters and columns, and how to share reporting preset with other Inventory Planner Users in your account.

How can I set and save user presets for generating fast reports?

Understanding the Relationship between Inventory Planner, Brightpearl, and Sage

Jansen

Monica

Jasper

Where you can get answers to questions that are asked... frequently.

Frequently Asked Questions

Set lead time and days of stock for an individual variant or in bulk

How can I set the lead time and days of stock?

What is the difference between the forecast and replenishment amount?

How is the forecast and replenishment calculated?

Use "To Order" to see Replenishment adjusted based on vendor attributes such as units of measurement (UOM) and minimum order quantity (MOQ).

How do I see what I'm actually going to order from my Vendor?

Checklist for ensuring forecast and replenishment accuracy

The forecast or replenishment is wrong. How do I fix it?

Is the combined warehouse showing the sum of connected warehouses?

How is the combined warehouse forecast calculated?

Mark variants (SKUs) or products as seasonal

How do I set a seasonal forecast?

Adjust forecast using stockout data, import past stockouts, and report on lost sales and revenue related to stockouts.

What are stockouts? How do stockouts affect forecasting and KPI reporting?

Clear or remove forecast override or forecast percentage increase information

How can I clear forecast override information?

How to choose the lead time and days of stock

Set items that are archived, inactive, or with 'do not stock' as non-replenishable

How to hide or remove dropshipped or discontinued items from the forecast

Min/Max Stock

What is the difference between 'sells out in,' 'sells out in first,' and 'stock cover in days'? What does 'replenish date' mean?

How can I see when my stock will run out? When should I order?

How is COGS (Cost of Goods Sold) calculated and updated?

Forecast

Landing Cost - How is it calculated and updated?

Does Inventory Planner manage inventory count?

Does Inventory Planner control stock levels?

What is the difference between Brand and Vendor?

How is stock from FBA stores shown in Inventory Planner?

Checklist for what to do when inventory levels are off

Why don't stock levels match my store?

How can I view or export a list of products in stock?

View, download and print all of your stock

How can I see all of my inventory?

Check cost price, edit cost price, set tiered prices in Inventory Planner

How do you set cost prices for products?

How can I export product costs?

Add a new product to a purchase order or sync to add a new product to replenishment

How do I add a product to Inventory Planner?

View point in time or stock levels and values for previous dates, including generating a year-end stock valuation report.

How can I see past stock levels and stock value?

Learn how sales of bundled products affect sales history and forecasting

Will bundle sales show in the components?

Missing variant, SKU or product? Here's a checklist to help find it.

Why can't I find a variant or product?

How can you add Minimum Order Quantity and Units of Measurement?

Why aren't low-stock alerts being emailed?

How do I add CBM (size) or weight of my product?

Product and Stock Information

View integration platforms. Learn which platform connect if you use several that connect to Inventory Planner.

What platforms integrate with Inventory Planner?

First data sync that pulls all sales history.

How long does the first sync take?

Can I connect multiple Shopify or Amazon stores?

Can I see detail for FBA and FBM with my Amazon connection?

How do I connect my Shopify store to Inventory Planner? (Video)

What is the difference between full sync and products sync?

View invoices, recent charges and current plan

Where can I find billing information?

What information does Inventory Planner change in your store?

How often is my data updated?

How and why connect Inventory Planner to Google Analytics? [Video]

Add more sales order to your Inventory Planner account if your connected platform is missing historical sales information.

How can I import additional sales history?

Learn how to set up alerts and safety stock by variant, product, vendor or for your entire store

How do I set up a low inventory alert or safety stock?

Order from vendors in different currencies, currency is displayed in Inventory Planner reports, and how currencies are converted.

How does Inventory Planner handle different currencies?

Where to view your invoice and how payments are processed

What is the pricing for Inventory Planner?

Set-up and Account Settings

Check warehouse settings to see which warehouses and sales channels are showing in Inventory Planner

How can I see my warehouse settings?

How do I handle replenishment with multiple warehouses?

Use Inventory Planner to move inventory from one location to another using a warehouse transfer.

How can I transfer stock between warehouses?

Warehouses

Why is my purchase order split into two shipment plans when syncing with Amazon Seller Central?

How can I set a default Purchase Order view?

Change status to open, partially received, or closed status/Remove status

Edit Purchase Order Status

Options for a PO include updating addresses, images, set PO number, currency, vendor-specific information and more

How can I customize a Purchase Order?

Add a discount to an entire purchase order or discount individual SKUs or products

How do I add a discount to a purchase order?

How can I find which purchase orders contain a certain product?

Update your billing address and shipping address on purchase orders

How can I change my address on a Purchase Order?

How can I filter out FBA shipments from Purchase Orders?

Purchase Orders

Why can't I change the name of 'unknown' vendor?

Why do I see 'unknown' vendor?

How to update Vendor attributes from Purchase orders or reload them into a Purchase Order from Catalog