How it works
Sync QuickBooks Commerce to Inventory Planner
First, Inventory Planner pulls all product information, sales orders, and purchase orders from your QuickBooks Commerce account.
Set forecasting strategy
Inventory Planner predicts demand based on your historical sales and various market fluctuations for optimal accuracy.
Plan your inventory purchasing
Know exactly when to reorder items to avoid out-of-stock by analyzing supply lead time and your desired purchasing frequency.
Analyze your inventory performance
Run reports by SKU, product, brand, vendor, warehouse, bundle, assembly or other custom category to gain full visibility on your inventory performance.
Create purchase orders
Create purchase orders directly from your Replenishment Report.
Sync to QuickBooks Commerce
Inventory Planner syncs the prepared purchase order to your QuickBooks Commerce account.
Sync to Inventory Planner
Receiving information on the purchase order in QuickBooks Commerce automatically syncs to Inventory Planner.
Faster, Smarter Inventory Planning
Reliable, Data-Led Demand Forecasting
Inventory Planner cleverly predicts demand based on your historical sales and offers different forecasting methods for both seasonal and flat-trending products.
Faster, Smarter Replenishment
Inventory Planner tells you exactly when to reorder items to avoid out-of-stock by analyzing supply lead time and purchasing frequency.
Intuitive, Customizable Reporting
Stay up to speed with your inventory performance, including best sellers, key KPIs, periodic performance aging analysis and more.
Release Cash From Overstock
Based on forecasted demand, Inventory Planner identifies all your overstocked items and tells you associated overstocked costs, so you can quickly act on items that need to be liquidated first to release cash.
Replenish Multiple Warehouses
Holding stock in multiple locations? Forecast demand for each warehouse to maximize your inventory investment, or transfer stock to balance items from one location to another.
Expertise and Support
Our experts will ensure you get the most out of Inventory Planner, including optimizing your forecasting and replenishment configurations, training your team and providing ongoing support.
- Connect your QuickBooks Commerce account Close
- First, create an account in Inventory Planner.
- Choose your new connection as QuickBooks Commerce and click the “Connect” button.
- You will be asked to authorize access to your account. 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.
- 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 and other key metrics, so you’ll know which key items to reorder to avoid losing revenue.
- Create purchase orders Close
- Use Inventory Planner’s data-led replenishment suggestions to either create new purchase orders, or make warehouse transfers to other locations.
- 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.
- The purchase order can be pushed to Quickbooks Commerce as soon as it’s created.
- Sync your data automatically Close
- Inventory Planner stays updated by pulling new product information, customer orders and purchase orders with each day’s sync with your QuickBooks Commerce account.