How it works

Sync to Inventory Planner

Connect your product information, sales orders and purchase order files to Inventory Planner.

Customize forecast settings

Select your preferred forecasting methods, enter the lead time and your purchasing frequency.

Create a purchase order

Using Inventory Planner's data-led replenishment recommendations, create a purchase order for your supplier.

Key Features

Faster and smarter Cash Flow

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Smart, Data-Led Demand Forecasting

Get meaningful replenishment suggestions for your products based on your sales history, so you always order the right amount of stock at the right time.

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Customized Dynamic Reporting

Identify sales trends with an in-depth look at your business performance, from products to vendors. Customize each report to focus on the metrics that matter most to your business.

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Easily Create Purchase Orders

Use your customized replenishment recommendations to inform and create new purchase orders.

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Accurately Forecast Profits

Make faster, smarter buying decisions with full visibility into your forecasted profit and profit margins.

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Control Your Bundling and Kitting Components

Order components and create Assembly Orders based on the forecasted demand for finished goods.

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Manage Cash Flow with Open-To-Buy Planning

Release cash caught up in unused stock, and fill gaps in your inventory to meet revenue goals for the coming year.

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See Historical Stock Levels

Need to know what stock was like for a particular date or month? View stock levels and inventory values for any date since you connected your store to Inventory Planner.

Next Steps

Getting Started

Connect your CSV files to Inventory Planner Close
  • First, create an account in Inventory Planner.
  • Choose your new connection as CSV/Excel.
  • In Inventory Planner, enter the URLs for the hosted product, sales order, and purchase order CSV files via Google Drive or Dropbox.
  • Within your CSV, be sure to set permissions to “Anyone with the link can edit the file”.
  • Click “Connect”. Your sales history, product information and purchase orders sync automatically.
  • The first sync calculates replenishment suggestions for all your products – so it may take a short while.

Connect your store

 

Check out the replenishment report Close
  • Here comes your first replenishment report, which shows you what and how many products need to be purchased to smartly restock your inventory.
  • Each product displays forecasted profit, so you’ll know which key items to reorder to avoid losing revenue.

check the replenishment report

Create purchase orders Close
  • Use Inventory Planner’s data-led replenishment suggestions to either create new purchase orders.
  • Select all required items in the replenishment report and use bulk actions to make a purchase order per supplier.
  • When you’re ready to order, email directly to your vendor from Inventory Planner.

Create purchase order