# Inventory Planner Help Center

> Inventory Planner by Sage Help Center

## Getting started with Inventory Planner

- [Inventory Planner Overview \[Video\]](https://help.inventory-planner.com/en/articles/589020-inventory-planner-overview-video.md): Get started video for Inventory Planner
- [Getting in touch with Inventory Planner Support](https://help.inventory-planner.com/en/articles/10097104-getting-in-touch-with-inventory-planner-support.md)
- [Inventory Planner setup and configuration](https://help.inventory-planner.com/en/articles/1832615-inventory-planner-setup-and-configuration.md): Connecting your store and setting up vendor and variant information
- [Inventory Planner 101](https://help.inventory-planner.com/en/articles/3456738-inventory-planner-101.md): Getting started with Inventory Planner, and becoming familiar with the basics of forecasting, replenishment, and reporting.
- [Inventory Planner account settings](https://help.inventory-planner.com/en/articles/2726565-inventory-planner-account-settings.md): Customize warehouse settings, low-stock alerts, seasonality, connect to accounting systems, adding new users and more.
- [Users and permissions in Inventory Planner](https://help.inventory-planner.com/en/articles/8306027-users-and-permissions-in-inventory-planner.md)
- [Low stock alerts](https://help.inventory-planner.com/en/articles/1959514-low-stock-alerts.md): Learn how to set up alerts and safety stock by variant, product, vendor or for your entire store
- [Troubleshooting low stock alerts](https://help.inventory-planner.com/en/articles/2968596-troubleshooting-low-stock-alerts.md)
- [Multiple currencies in Inventory Planner](https://help.inventory-planner.com/en/articles/1959604-multiple-currencies-in-inventory-planner.md): Order from vendors in different currencies, currency is displayed in Inventory Planner reports, and how currencies are converted.
- [Creating a new account](https://help.inventory-planner.com/en/articles/2725926-creating-a-new-account.md)
- [Admin-only settings](https://help.inventory-planner.com/en/articles/8954072-admin-only-settings.md): Settings Inventory Planner support can toggle on and off for your account
- [Overview of integrating with Inventory Planner](https://help.inventory-planner.com/en/articles/3702889-overview-of-integrating-with-inventory-planner.md)
- [Connecting your store](https://help.inventory-planner.com/en/articles/1835724-connecting-your-store.md): Learn how to connect your store or connect a second store
- [Changing platforms connected to Inventory Planner](https://help.inventory-planner.com/en/articles/11081501-changing-platforms-connected-to-inventory-planner.md): Changing from one connected platform to another within the same account
- [Changing to a new Inventory Planner account](https://help.inventory-planner.com/en/articles/2912795-changing-to-a-new-inventory-planner-account.md): How to change to a new Inventory Planner account, including changing platforms
- [Syncing data](https://help.inventory-planner.com/en/articles/7234997-syncing-data.md): Defining full sync, variant sync, and purchase orders sync, and sync frequency
- [Importing data into Inventory Planner](https://help.inventory-planner.com/en/articles/3860615-importing-data-into-inventory-planner.md)
- [Importing the stock history and stockouts](https://help.inventory-planner.com/en/articles/3270298-importing-the-stock-history-and-stockouts.md)
- [Importing additional sales history](https://help.inventory-planner.com/en/articles/2852330-importing-additional-sales-history.md): Add more sales order to your Inventory Planner account if your connected platform is missing historical sales information.
- [Exporting data from Inventory Planner](https://help.inventory-planner.com/en/articles/3860608-exporting-data-from-inventory-planner.md)

## Inventory Planner basics

- [Glossary of terms](https://help.inventory-planner.com/en/articles/1040319-glossary-of-terms.md): Learn the ins and outs of what your metrics mean and how they are computed
- [Sage Copilot for Inventory Planner](https://help.inventory-planner.com/en/articles/13843704-sage-copilot-for-inventory-planner.md)
- [Viewing and filtering stock orders](https://help.inventory-planner.com/en/articles/2611920-viewing-and-filtering-stock-orders.md)
- [Updating stock orders in bulk](https://help.inventory-planner.com/en/articles/11122225-updating-stock-orders-in-bulk.md)
- [Batch stock orders](https://help.inventory-planner.com/en/articles/5807167-batch-stock-orders.md): Create multiple stock orders simultaneously, associating them with a batch number.
- [Automations for stock orders](https://help.inventory-planner.com/en/articles/5807766-automations-for-stock-orders.md): Automate the creation of purchase orders \(POs\) and transfers.
- [Overview of assembly orders](https://help.inventory-planner.com/en/articles/2601116-overview-of-assembly-orders.md): Assembly orders, also considered “production orders,” are used to build assemblies using existing \(or incoming\) component stock.
- [Transfer orders](https://help.inventory-planner.com/en/articles/2164889-transfer-orders.md): Use Inventory Planner to move inventory from one location to another using a warehouse transfer.
- [Importing stock orders and received quantities](https://help.inventory-planner.com/en/articles/2739630-importing-stock-orders-and-received-quantities.md): Use a spreadsheet to import purchase orders, transfer orders or assembly orders.
- [Exporting stock orders](https://help.inventory-planner.com/en/articles/8237876-exporting-stock-orders.md)
- [Printing and configuring labels](https://help.inventory-planner.com/en/articles/2664354-printing-and-configuring-labels.md): Printing labels in Inventory Planner, useful for Amazon shipments
- [Overview of purchase orders](https://help.inventory-planner.com/en/articles/588988-overview-of-purchase-orders.md)
- [Settings for stock orders](https://help.inventory-planner.com/en/articles/8228042-settings-for-stock-orders.md)
- [Creating and editing purchase orders](https://help.inventory-planner.com/en/articles/8231792-creating-and-editing-purchase-orders.md)
- [Sending purchase orders to vendors](https://help.inventory-planner.com/en/articles/1959453-sending-purchase-orders-to-vendors.md)
- [Receiving inventory on purchase orders](https://help.inventory-planner.com/en/articles/2893749-receiving-inventory-on-purchase-orders.md): How and when to receive inventory on purchase orders, and how to push received stock to your store.
- [Purchase Order calendar](https://help.inventory-planner.com/en/articles/8228571-purchase-order-calendar.md)
- [Discounts on purchase orders](https://help.inventory-planner.com/en/articles/2110217-discounts-on-purchase-orders.md): Add a discount to an entire purchase order or discount individual SKUs or products
- [Purchase order statuses](https://help.inventory-planner.com/en/articles/1836982-purchase-order-statuses.md): Learn how to change statuses, add statuses and remove statuses for POs
- [Customizing stock order PDF templates](https://help.inventory-planner.com/en/articles/10353541-customizing-stock-order-pdf-templates.md)
- [Overview of multi-delivery purchase orders \(beta\)](https://help.inventory-planner.com/en/articles/13569963-overview-of-multi-delivery-purchase-orders-beta.md)
- [Splitting a purchase order into multiple deliveries \(beta\)](https://help.inventory-planner.com/en/articles/13569986-splitting-a-purchase-order-into-multiple-deliveries-beta.md)
- [Combining purchase orders into a multi-delivery purchase order \(beta\)](https://help.inventory-planner.com/en/articles/13570041-combining-purchase-orders-into-a-multi-delivery-purchase-order-beta.md)
- [Managing multi-delivery purchase orders \(beta\)](https://help.inventory-planner.com/en/articles/13570106-managing-multi-delivery-purchase-orders-beta.md)
- [Editing and working with multi-delivery purchase orders \(beta\)](https://help.inventory-planner.com/en/articles/13570267-editing-and-working-with-multi-delivery-purchase-orders-beta.md)
- [Editing and working with deliveries \(beta\)](https://help.inventory-planner.com/en/articles/13570348-editing-and-working-with-deliveries-beta.md)
- [Emailing, exporting, and saving multi-delivery purchase orders/deliveries to external platforms \(beta\)](https://help.inventory-planner.com/en/articles/13570375-emailing-exporting-and-saving-multi-delivery-purchase-orders-deliveries-to-external-platforms-beta.md)
- [IP variants](https://help.inventory-planner.com/en/articles/3082838-ip-variants.md): Create a variant within Inventory Planner for components and raw goods
- [IP tags](https://help.inventory-planner.com/en/articles/2242320-ip-tags.md): Assign tags within Inventory Planner without making changes to your store
- [Inventory Planner and stock levels](https://help.inventory-planner.com/en/articles/2814024-inventory-planner-and-stock-levels.md)
- [Importing variants](https://help.inventory-planner.com/en/articles/11137888-importing-variants.md)
- [Combining sales and stock](https://help.inventory-planner.com/en/articles/1943782-combining-sales-and-stock.md): Learn how to combine the sales and/or stock of two variants for forecasting purposes. \(Replaces the "merging variants" functionality\)
- [Connecting the same item to multiple listings](https://help.inventory-planner.com/en/articles/2999075-connecting-the-same-item-to-multiple-listings.md): Link listings across the same or different platforms.
- [Setting cost prices for products](https://help.inventory-planner.com/en/articles/1770885-setting-cost-prices-for-products.md): Check cost price, edit cost price, set tiered prices in Inventory Planner
- [Calculating and updating landing cost](https://help.inventory-planner.com/en/articles/4732696-calculating-and-updating-landing-cost.md)
- [Calculating cost of goods sold \(COGS\)](https://help.inventory-planner.com/en/articles/3411340-calculating-cost-of-goods-sold-cogs.md)
- [Replenishable and non-replenishable status](https://help.inventory-planner.com/en/articles/1837067-replenishable-and-non-replenishable-status.md): Set items that are archived, inactive, or with 'do not stock' as non-replenishable
- [Min/max stock](https://help.inventory-planner.com/en/articles/3496048-min-max-stock.md): Min stock, max stock, safety stock.
- [Minimum order quantities and units of measurement](https://help.inventory-planner.com/en/articles/1355979-minimum-order-quantities-and-units-of-measurement.md): Defining the MOQ and UOM vendor attributes for purchase orders
- [Product dimensions](https://help.inventory-planner.com/en/articles/2556039-product-dimensions.md): Setting your products' sizes and weights and using them on purchase orders
- [Historical stock reporting](https://help.inventory-planner.com/en/articles/2117379-historical-stock-reporting.md): Explaining opening and closing stock and where to view them
- [Effectively searching for products and variants](https://help.inventory-planner.com/en/articles/1959503-effectively-searching-for-products-and-variants.md): Missing a variant, SKU or product? Here's a checklist to help find it.
- [Exporting product and stock information](https://help.inventory-planner.com/en/articles/2214489-exporting-product-and-stock-information.md): View or export your current inventory levels and cost prices
- [Adding products to Inventory Planner](https://help.inventory-planner.com/en/articles/2234666-adding-products-to-inventory-planner.md): Add a new product to a purchase order or sync to add a new product to replenishment
- [Overview of bundles and assemblies](https://help.inventory-planner.com/en/articles/885104-overview-of-bundles-and-assemblies.md)
- [Configuring bundles](https://help.inventory-planner.com/en/articles/8028260-configuring-bundles.md)
- [Configuring assemblies](https://help.inventory-planner.com/en/articles/8031780-configuring-assemblies.md)
- [Forecasting and replenishment for bundles](https://help.inventory-planner.com/en/articles/8053358-forecasting-and-replenishment-for-bundles.md)
- [Forecasting and replenishment for assemblies](https://help.inventory-planner.com/en/articles/8053675-forecasting-and-replenishment-for-assemblies.md)
- [Creating assembly orders](https://help.inventory-planner.com/en/articles/8062106-creating-assembly-orders.md)
- [Creating purchase orders for components](https://help.inventory-planner.com/en/articles/8065073-creating-purchase-orders-for-components.md)
- [Importing bundles and assemblies](https://help.inventory-planner.com/en/articles/8065223-importing-bundles-and-assemblies.md)
- [Additional tips for bundles and assemblies](https://help.inventory-planner.com/en/articles/8065238-additional-tips-for-bundles-and-assemblies.md)
- [Vendors](https://help.inventory-planner.com/en/articles/588852-vendors.md): How to create and configure vendors \(suppliers\)
- [Importing vendors](https://help.inventory-planner.com/en/articles/8898778-importing-vendors.md): How to import vendor information into Inventory Planner
- [Variants and vendor attributes](https://help.inventory-planner.com/en/articles/8898767-variants-and-vendor-attributes.md): Managing vendor catalog attributes \(e.g. cost prices, units of measurement, minimum order quantities\).
- [Importing vendor attributes](https://help.inventory-planner.com/en/articles/11138204-importing-vendor-attributes.md)
- [The 'unknown' vendor](https://help.inventory-planner.com/en/articles/2863030-the-unknown-vendor.md): How brands and vendors can create an unknown vendor for Shopify users
- [Associating variants with vendors](https://help.inventory-planner.com/en/articles/2207697-associating-variants-with-vendors.md): Learn how to assign a supplier or vendor to a variant
- [Comparing costs from different vendors](https://help.inventory-planner.com/en/articles/3280013-comparing-costs-from-different-vendors.md): The "Cost Compare" metric shows each cost price from vendors associated with a variant.
- [Updating vendor attributes using purchase orders](https://help.inventory-planner.com/en/articles/6997091-updating-vendor-attributes-using-purchase-orders.md): How to update Vendor attributes from Purchase orders or reload them into a Purchase Order from Catalog
- [Removing vendors in Inventory Planner](https://help.inventory-planner.com/en/articles/2214483-removing-vendors-in-inventory-planner.md): Delete or remove a vendor
- [Overview of warehouses](https://help.inventory-planner.com/en/articles/7930752-overview-of-warehouses.md)
- [Setting up and configuring warehouses](https://help.inventory-planner.com/en/articles/1919827-setting-up-and-configuring-warehouses.md): Learn how to set up and configure your warehouses
- [Working with multiple warehouses](https://help.inventory-planner.com/en/articles/1213616-working-with-multiple-warehouses.md): Learn how to use multiple warehouses in Inventory Planner.
- [Combined warehouses](https://help.inventory-planner.com/en/articles/2820340-combined-warehouses.md): Setup a combined warehouse to generate forecasts and replenishment using combined stock and/or sales from multiple locations.
- [IP Warehouses](https://help.inventory-planner.com/en/articles/2903030-ip-warehouses.md): Set up and use a manual warehouse to track additional inventory
- [Inventory Planner Public APIs](https://help.inventory-planner.com/en/articles/674662-inventory-planner-public-apis.md): Programmatic way to access your Inventory Planner account information
- [Inventory Planner Stock Orders API](https://help.inventory-planner.com/en/articles/6852591-inventory-planner-stock-orders-api.md): Programmatic way to access your stock orders
- [Inventory Planner Reports API](https://help.inventory-planner.com/en/articles/6852616-inventory-planner-reports-api.md): Programmatic way to access your inventory metrics
- [Webhooks in Inventory Planner](https://help.inventory-planner.com/en/articles/7970116-webhooks-in-inventory-planner.md)

## Forecasting and replenishment

- [Replenishment](https://help.inventory-planner.com/en/articles/589017-replenishment.md): Get started with replenishment
- [Legacy details modal](https://help.inventory-planner.com/en/articles/1959506-legacy-details-modal.md): Detailed discussion of the figures displayed on the details tab
- [Stockouts](https://help.inventory-planner.com/en/articles/2242706-stockouts.md): Adjust forecast using stockout data, import past stockouts, and report on lost sales and revenue related to stockouts.
- [Edit Forecast](https://help.inventory-planner.com/en/articles/1117129-edit-forecast.md): Review, fix and reconcile the forecast for your products
- [Importing forecast overrides](https://help.inventory-planner.com/en/articles/11144180-importing-forecast-overrides.md)
- [Configuring the forecast](https://help.inventory-planner.com/en/articles/638170-configuring-the-forecast.md): Setting forecast methods based on recent sales and trends, seasonality, or stockout history.
- [Forecasting stockouts and sells out in days](https://help.inventory-planner.com/en/articles/3152493-forecasting-stockouts-and-sells-out-in-days.md): What is the difference between 'sells out in,' 'sells out in first,' and 'stock cover in days'? What does 'replenish date' mean?
- [Forecasting for holiday season](https://help.inventory-planner.com/en/articles/1187291-forecasting-for-holiday-season.md): How Inventory Planner forecasts sales for Black Friday and Christmas
- [Planning replenishment to cover supplier holidays](https://help.inventory-planner.com/en/articles/6281839-planning-replenishment-to-cover-supplier-holidays.md): Learn how to handle lead time and days of stock to cover factory shutdowns or vendor delays during seasonal downtime.
- [Troubleshooting the forecast and replenishment](https://help.inventory-planner.com/en/articles/1959457-troubleshooting-the-forecast-and-replenishment.md): Checklist for ensuring forecast and replenishment accuracy
- [Catalog and orders modal](https://help.inventory-planner.com/en/articles/12530096-catalog-and-orders-modal.md)
- [Setting the lead time and days of stock](https://help.inventory-planner.com/en/articles/2218187-setting-the-lead-time-and-days-of-stock.md): Set lead time and days of stock for an individual variant or in bulk
- [Setting a seasonal forecast](https://help.inventory-planner.com/en/articles/2234658-setting-a-seasonal-forecast.md): Mark variants \(SKUs\) or products as seasonal
- [Choosing the lead time and days of stock](https://help.inventory-planner.com/en/articles/590496-choosing-the-lead-time-and-days-of-stock.md)
- [Adjusting replenishment for vendor attributes](https://help.inventory-planner.com/en/articles/4388315-adjusting-replenishment-for-vendor-attributes.md): How to use "To order" to see adjusted replenishment recommendations based on vendor attributes
- [Calculating the combined warehouse forecast](https://help.inventory-planner.com/en/articles/2892690-calculating-the-combined-warehouse-forecast.md): Is the combined warehouse showing the sum of connected warehouses?
- [Details page](https://help.inventory-planner.com/en/articles/12528941-details-page.md)
- [Details page: Summary tab](https://help.inventory-planner.com/en/articles/12529167-details-page-summary-tab.md)
- [Details page: Replenishment tab for simple variants and bundle components](https://help.inventory-planner.com/en/articles/12529389-details-page-replenishment-tab-for-simple-variants-and-bundle-components.md)
- [Details page: Replenishment tab for assemblies and assembly components](https://help.inventory-planner.com/en/articles/12529730-details-page-replenishment-tab-for-assemblies-and-assembly-components.md)
- [Details page: Forecast tab](https://help.inventory-planner.com/en/articles/12529755-details-page-forecast-tab.md)
- [Details page: Stock and sales tab](https://help.inventory-planner.com/en/articles/12530054-details-page-stock-and-sales-tab.md)
- [Details page: History tab](https://help.inventory-planner.com/en/articles/12530060-details-page-history-tab.md)

## Reporting

- [Overview page](https://help.inventory-planner.com/en/articles/11406439-overview-page.md)
- [Catalog](https://help.inventory-planner.com/en/articles/4088404-catalog.md): Central point to manage vendors, costs, warehouse lead times, listings, bundles, components, forecast settings, alerts, and more.
- [Emailing automated reports](https://help.inventory-planner.com/en/articles/5807037-emailing-automated-reports.md): Using Inventory Planner's Automations functionality to send reports to staff.
- [User presets, filters and columns](https://help.inventory-planner.com/en/articles/6185911-user-presets-filters-and-columns.md): Learn how to save columns and filters as presets, and how to share reporting presets with other Inventory Planner users in your account.
- [Stock Orders report](https://help.inventory-planner.com/en/articles/8224269-stock-orders-report.md): Reporting on, filtering for and amending stock orders using the Stock Orders list.
- [Wholesale planning](https://help.inventory-planner.com/en/articles/2332833-wholesale-planning.md): Separate past wholesale orders from past regular sales to improve forecast accuracy, and plan future wholesale orders in Replenishment.
- [Importing wholesale customers and planned wholesale orders](https://help.inventory-planner.com/en/articles/11477301-importing-wholesale-customers-and-planned-wholesale-orders.md)
- [Overstock report](https://help.inventory-planner.com/en/articles/2303075-overstock-report.md)
- [Clearing overstocked items](https://help.inventory-planner.com/en/articles/8644494-clearing-overstocked-items.md): Tips for moving items identified as being overstocked
- [Labels](https://help.inventory-planner.com/en/articles/8723683-labels.md)
- [Overview of Open-to-Buy \(OTB\) planning](https://help.inventory-planner.com/en/articles/1303388-overview-of-open-to-buy-otb-planning.md): An introduction to the concept of Open-to-Buy planning.
- [Creating an Open-to-Buy plan](https://help.inventory-planner.com/en/articles/7837058-creating-an-open-to-buy-plan.md): How to create and configure an open-to-buy plan.
- [How to use your Open-to-Buy plan](https://help.inventory-planner.com/en/articles/7837168-how-to-use-your-open-to-buy-plan.md): You've made your plan. What's next?
- [Troubleshooting Open-to-Buy](https://help.inventory-planner.com/en/articles/7837104-troubleshooting-open-to-buy.md): A guide to troubleshooting the OTB plan
- [FAQs about Open-to-Buy](https://help.inventory-planner.com/en/articles/7837237-faqs-about-open-to-buy.md): Frequently asked questions about OTB planning.
- [Open-to-Buy column reference](https://help.inventory-planner.com/en/articles/7882914-open-to-buy-column-reference.md)
- [Inventory KPIs report](https://help.inventory-planner.com/en/articles/2695321-inventory-kpis-report.md)
- [Year on Year report](https://help.inventory-planner.com/en/articles/6576167-year-on-year-report.md)
- [Stock, sales and commitment](https://help.inventory-planner.com/en/articles/6564335-stock-sales-and-commitment.md)
- [Aging analysis report](https://help.inventory-planner.com/en/articles/2291143-aging-analysis-report.md): Learn more about the Inventory Aging report
- [Stock history report](https://help.inventory-planner.com/en/articles/3597693-stock-history-report.md)
- [Delivery schedule report](https://help.inventory-planner.com/en/articles/6590283-delivery-schedule-report.md)
- [Goods received note report](https://help.inventory-planner.com/en/articles/6608811-goods-received-note-report.md)
- [Assembly schedule report](https://help.inventory-planner.com/en/articles/6556697-assembly-schedule-report.md)
- [Compare warehouses report](https://help.inventory-planner.com/en/articles/2930985-compare-warehouses-report.md): Transferring stock, balancing stock, and viewing SKUs across warehouses are all accomplished with the Compare Warehouse report
- [Assortment Report \[Video\]](https://help.inventory-planner.com/en/articles/3152295-assortment-report-video.md): Use the assortment report to see performance within groups
- [Option insights report](https://help.inventory-planner.com/en/articles/12631504-option-insights-report.md)
- [Sales channels report](https://help.inventory-planner.com/en/articles/15202020-sales-channels-report.md)

## Integrations

- [Overview of connectors and integrations in Inventory Planner](https://help.inventory-planner.com/en/articles/10550795-overview-of-connectors-and-integrations-in-inventory-planner.md)
- [Configuring Inventory Planner with an Inventory or Warehouse Management System](https://help.inventory-planner.com/en/articles/5196332-configuring-inventory-planner-with-an-inventory-or-warehouse-management-system.md): Configure warehouses, purchase orders, transfers, forecasts and replenishment, bundles, assemblies, and more.
- [Configuring Inventory Planner with an eCommerce connection](https://help.inventory-planner.com/en/articles/5196452-configuring-inventory-planner-with-an-ecommerce-connection.md): Configure warehouses, purchase orders, transfers, forecasts, replenishment, bundles, assemblies, and more.
- [Starter CSV/Excel integration](https://help.inventory-planner.com/en/articles/1662591-starter-csv-excel-integration.md): How to connect your store from any platform
- [Configuring Inventory Planner with the Starter CSV connector](https://help.inventory-planner.com/en/articles/5196491-configuring-inventory-planner-with-the-starter-csv-connector.md): Configure warehouses, purchase orders, transfers, forecasts, replenishment, bundles, assemblies, and more.
- [Overview of the Snowflake connector](https://help.inventory-planner.com/en/articles/7969909-overview-of-the-snowflake-connector.md)
- [Preparing to integrate with Snowflake](https://help.inventory-planner.com/en/articles/7970194-preparing-to-integrate-with-snowflake.md): This article describes the domain terminology and dependencies used by the integration.
- [Authenticating and configuring the Snowflake connector](https://help.inventory-planner.com/en/articles/7969970-authenticating-and-configuring-the-snowflake-connector.md)
- [Pushing stock orders into Snowflake](https://help.inventory-planner.com/en/articles/7970076-pushing-stock-orders-into-snowflake.md)
- [Example database schema for the Snowflake connector](https://help.inventory-planner.com/en/articles/7970188-example-database-schema-for-the-snowflake-connector.md)
- [Overview of the Advanced CSV connector](https://help.inventory-planner.com/en/articles/10801418-overview-of-the-advanced-csv-connector.md)
- [Setting up the Advanced CSV connector](https://help.inventory-planner.com/en/articles/10802222-setting-up-the-advanced-csv-connector.md)
- [Syncing data with the Advanced CSV connector](https://help.inventory-planner.com/en/articles/10802335-syncing-data-with-the-advanced-csv-connector.md)
- [Error handling in the Advanced CSV connector](https://help.inventory-planner.com/en/articles/10804181-error-handling-in-the-advanced-csv-connector.md)
- [Best practices for using the Advanced CSV connector](https://help.inventory-planner.com/en/articles/10804229-best-practices-for-using-the-advanced-csv-connector.md)
- [Warehouse data file specification](https://help.inventory-planner.com/en/articles/10802445-warehouse-data-file-specification.md): How to format the warehouse data file for the Advanced CSV connector
- [Vendor data file specification](https://help.inventory-planner.com/en/articles/10802535-vendor-data-file-specification.md): How to format the vendor data file for the Advanced CSV connector
- [Variant data file specification](https://help.inventory-planner.com/en/articles/10802607-variant-data-file-specification.md): How to format the variant data file for the Advanced CSV connector
- [Variant warehouse data file specification](https://help.inventory-planner.com/en/articles/10803098-variant-warehouse-data-file-specification.md): How to format the variant warehouse data file for the Advanced CSV connector
- [Variant vendor data file specification](https://help.inventory-planner.com/en/articles/10803183-variant-vendor-data-file-specification.md): How to format the variant vendor data file for the Advanced CSV connector
- [Variant component data file specification](https://help.inventory-planner.com/en/articles/10803221-variant-component-data-file-specification.md): How to format the variant component data file for the Advanced CSV connector
- [Stock order data file specification](https://help.inventory-planner.com/en/articles/10803557-stock-order-data-file-specification.md): How to format the stock order data file for the Advanced CSV connector
- [Sales order data file specification](https://help.inventory-planner.com/en/articles/10803447-sales-order-data-file-specification.md): How to format the sales order data file for the Advanced CSV connector
- [Stock order status data file specification](https://help.inventory-planner.com/en/articles/10804148-stock-order-status-data-file-specification.md): How to format the stock order status data file for the Advanced CSV connector
- [Overview of Retail Analytics](https://help.inventory-planner.com/en/articles/8170512-overview-of-retail-analytics.md)
- [Getting started with Retail Analytics](https://help.inventory-planner.com/en/articles/8177230-getting-started-with-retail-analytics.md)
- [Connecting Retail Analytics](https://help.inventory-planner.com/en/articles/8929707-connecting-retail-analytics.md)
- [Navigating Retail Analytics](https://help.inventory-planner.com/en/articles/8177312-navigating-retail-analytics.md)
- [Marketing Overview in Retail Analytics](https://help.inventory-planner.com/en/articles/8185198-marketing-overview-in-retail-analytics.md)
- [New vs Existing Customers in Retail Analysis](https://help.inventory-planner.com/en/articles/8185679-new-vs-existing-customers-in-retail-analysis.md)
- [Cohort Analysis in Retail Analytics](https://help.inventory-planner.com/en/articles/8185694-cohort-analysis-in-retail-analytics.md)
- [Paid Search in Retail Analytics](https://help.inventory-planner.com/en/articles/8185778-paid-search-in-retail-analytics.md)
- [Paid Social in Retail Analytics](https://help.inventory-planner.com/en/articles/8185794-paid-social-in-retail-analytics.md)
- [Retail Analytics metrics](https://help.inventory-planner.com/en/articles/8929821-retail-analytics-metrics.md)
- [Retail Analytics FAQs](https://help.inventory-planner.com/en/articles/8929928-retail-analytics-faqs.md)
- [QuickBooks integrations](https://help.inventory-planner.com/en/articles/2846138-quickbooks-integrations.md): Learn about integrating QuickBooks Online as a sales channel or an accounting integration. QuickBooks Desktop can be a sales channel.
- [QuickBooks Commerce integration with Inventory Planner](https://help.inventory-planner.com/en/articles/1301082-quickbooks-commerce-integration-with-inventory-planner.md): How to connect QuickBooks Commerce and Inventory Planner, integration notes
- [QuickBooks Desktop integration](https://help.inventory-planner.com/en/articles/4088735-quickbooks-desktop-integration.md): Learn about connecting your QuickBooks Desktop to Inventory Planner
- [Saving purchase orders to Xero](https://help.inventory-planner.com/en/articles/2309466-saving-purchase-orders-to-xero.md)
- [Data mapping to Brightpearl](https://help.inventory-planner.com/en/articles/8985460-data-mapping-to-brightpearl.md)
- [Cin7 integration](https://help.inventory-planner.com/en/articles/3380098-cin7-integration.md): Learn how to connect your Cin7 account to Inventory Planner
- [Cin7 Core \(DEAR\) integration](https://help.inventory-planner.com/en/articles/3408341-cin7-core-dear-integration.md): Learn how to connect your Cin7 Core \(DEAR\) account with Inventory Planner, and how the integration works.
- [ecomdash integration](https://help.inventory-planner.com/en/articles/3634076-ecomdash-integration.md): How to connect ecomdash and Inventory Planner
- [Linnworks integration](https://help.inventory-planner.com/en/articles/3404448-linnworks-integration.md): Learn how to connect your Linnworks account to Inventory Planner
- [Neto integration](https://help.inventory-planner.com/en/articles/3408317-neto-integration.md): Learn how to connect your Neto account with Inventory Planner
- [Odoo integration](https://help.inventory-planner.com/en/articles/3598170-odoo-integration.md): Learn how to connect your Odoo account to Inventory Planner
- [Orderhive integration](https://help.inventory-planner.com/en/articles/3380199-orderhive-integration.md): Learn how to connect your Orderhive account with Inventory Planner
- [Unleashed Integration](https://help.inventory-planner.com/en/articles/1959594-unleashed-integration.md): Learn to connect your Unleashed account with Inventory Planner, and about purchase order syncing
- [Brightpearl connector](https://help.inventory-planner.com/en/articles/14781476-brightpearl-connector.md)
- [Google Analytics 4 \(GA4\)](https://help.inventory-planner.com/en/articles/2276097-google-analytics-4-ga4.md)
- [Magento 2 integration](https://help.inventory-planner.com/en/articles/2279477-magento-2-integration.md): Connecting Inventory Planner to Magento 2 \(Adobe Commerce\)
- [PrestaShop integration](https://help.inventory-planner.com/en/articles/2055605-prestashop-integration.md): Learn how to integrate PrestaShop and Inventory Planner
- [Shopify connector](https://help.inventory-planner.com/en/articles/1366147-shopify-connector.md): Overview of how Inventory Planner integrates with Shopify
- [Connect Bundles by Gazebo \(Shopify App\)](https://help.inventory-planner.com/en/articles/3921712-connect-bundles-by-gazebo-shopify-app.md): Automatically sync bundles and components from the Bundles app in Shopify for forecasting and replenishment planning.
- [Walmart connector](https://help.inventory-planner.com/en/articles/6535855-walmart-connector.md): Learn how to connect Walmart to Inventory Planner
- [WooCommerce integration](https://help.inventory-planner.com/en/articles/2489364-woocommerce-integration.md): Enabling the API access for your WooCommerce shop
- [Overview of the Amazon connector](https://help.inventory-planner.com/en/articles/11330909-overview-of-the-amazon-connector.md)
- [Setting up and configuring the Amazon connector](https://help.inventory-planner.com/en/articles/5097278-setting-up-and-configuring-the-amazon-connector.md)
- [Optimizing your warehouse configuration for Amazon](https://help.inventory-planner.com/en/articles/11330975-optimizing-your-warehouse-configuration-for-amazon.md)
- [Using multi-channel fulfillment \(MCF\)](https://help.inventory-planner.com/en/articles/11331005-using-multi-channel-fulfillment-mcf.md)
- [Amazon listings in Inventory Planner](https://help.inventory-planner.com/en/articles/11331013-amazon-listings-in-inventory-planner.md)
- [Syncing inbound shipments](https://help.inventory-planner.com/en/articles/11331033-syncing-inbound-shipments.md)
- [Amazon-specific metrics](https://help.inventory-planner.com/en/articles/11331060-amazon-specific-metrics.md)
- [Preparing bundles and assemblies for Amazon FBA](https://help.inventory-planner.com/en/articles/11331065-preparing-bundles-and-assemblies-for-amazon-fba.md)
- [Troubleshooting Amazon](https://help.inventory-planner.com/en/articles/1307026-troubleshooting-amazon.md)
- [Send to Amazon API upgrade](https://help.inventory-planner.com/en/articles/10185459-send-to-amazon-api-upgrade.md)
- [Extensiv Order Manager \(Skubana\) integration](https://help.inventory-planner.com/en/articles/3550183-extensiv-order-manager-skubana-integration.md)
- [MintSoft integration](https://help.inventory-planner.com/en/articles/3550143-mintsoft-integration.md)
- [Ordoro Integration](https://help.inventory-planner.com/en/articles/3401138-ordoro-integration.md): Learn to connect your Ordoro account with Inventory Planner
- [ShipBob integration](https://help.inventory-planner.com/en/articles/3979306-shipbob-integration.md): Learn how to connect your ShipBob account to Inventory Planner
- [ShipHero and ShipHero Fulfillment integrations](https://help.inventory-planner.com/en/articles/3399262-shiphero-and-shiphero-fulfillment-integrations.md): Learn how to connect your ShipHero account with Inventory Planner
- [ShipStation integration](https://help.inventory-planner.com/en/articles/3818790-shipstation-integration.md): Learn how to connect ShipStation to Inventory Planner. Note that a second platform connection to Inventory Planner will be needed.

## Video guides

- [Choosing a forecasting method: Seasonal or non-seasonal \[Video\]](https://help.inventory-planner.com/en/articles/3160293-choosing-a-forecasting-method-seasonal-or-non-seasonal-video.md)
- [Best Practice: Dynamic safety stock \[Video\]](https://help.inventory-planner.com/en/articles/3160314-best-practice-dynamic-safety-stock-video.md)
- [Tip: Check data for real lead time \[Video\]](https://help.inventory-planner.com/en/articles/3160309-tip-check-data-for-real-lead-time-video.md)
- [Tip: Use Amazon Prime Day To Test Holiday Promotions \[Video\]](https://help.inventory-planner.com/en/articles/3160306-tip-use-amazon-prime-day-to-test-holiday-promotions-video.md)
- [Tip: Use option sets to inform new product orders \[Video\]](https://help.inventory-planner.com/en/articles/3160315-tip-use-option-sets-to-inform-new-product-orders-video.md)

## Tips and best practices

- [Retail expert tips: Profit optimization](https://help.inventory-planner.com/en/articles/13785394-retail-expert-tips-profit-optimization.md)
- [Retail expert tips: Anomaly detection](https://help.inventory-planner.com/en/articles/13785435-retail-expert-tips-anomaly-detection.md)

## News and Inventory Planner FAQs

- [Inventory Planner roadmap](https://help.inventory-planner.com/en/articles/10490377-inventory-planner-roadmap.md)
- [Understanding the Relationship between Inventory Planner, Brightpearl, and Sage](https://help.inventory-planner.com/en/articles/6601207-understanding-the-relationship-between-inventory-planner-brightpearl-and-sage.md)
- [Logging in with your Sage account](https://help.inventory-planner.com/en/articles/8217634-logging-in-with-your-sage-account.md)
- [Inventory Planner release notes](https://help.inventory-planner.com/en/articles/10469425-inventory-planner-release-notes.md)
- [Introducing the new Details page](https://help.inventory-planner.com/en/articles/12523014-introducing-the-new-details-page.md)
- [Inventory Planner billing information](https://help.inventory-planner.com/en/articles/1959507-inventory-planner-billing-information.md): Where to view your invoice and how payments are processed
- [Inventory Planner public security statement](https://help.inventory-planner.com/en/articles/6003843-inventory-planner-public-security-statement.md)
- [Update to Inventory Planner by Sage Terms of Service](https://help.inventory-planner.com/en/articles/7546201-update-to-inventory-planner-by-sage-terms-of-service.md)
- [Inventory Planner's privacy policy](https://help.inventory-planner.com/en/articles/1880084-inventory-planner-s-privacy-policy.md): General Data Protection Regulation \(GDPR\)
- [Sage Retail Update Webinar April 2026](https://help.inventory-planner.com/en/articles/14704041-sage-retail-update-webinar-april-2026.md)
- [Sage Retail Update Webinar January 2026](https://help.inventory-planner.com/en/articles/13750380-sage-retail-update-webinar-january-2026.md)
- [Sage Retail Update Webinar September 2025](https://help.inventory-planner.com/en/articles/13750374-sage-retail-update-webinar-september-2025.md)
- [Sage Retail Update Webinar April 2025](https://help.inventory-planner.com/en/articles/13750360-sage-retail-update-webinar-april-2025.md)
- [Sage Retail Update Webinar January 2025](https://help.inventory-planner.com/en/articles/13750340-sage-retail-update-webinar-january-2025.md)
- [Sage Retail Update Webinar October 2024](https://help.inventory-planner.com/en/articles/13750333-sage-retail-update-webinar-october-2024.md)