Accounting & Other Systems

Data-driven demand forecasting for a healthy cashflow

Inventory Planner seamlessly syncs with your QuickBooks Desktop account to give replenishment recommendations based on your product and sales history.

99 /mo

1000

Variants

Connection

Warehouse

+1000 variants +$10.00/mo, +1 connection/warehouse +$50.00/mo

Try It For Free

Start forecasting free for 14 days. No setup fee. Unlimited users. No credit card required. All prices shown in USD.

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How it works

Sync QuickBooks Desktop to Inventory Planner

First, Inventory Planner pulls all product information, sales orders, and purchase orders from your QuickBooks Desktop account.

Set up in Inventory Planner

Set your preferred forecasting method in Settings. Next, generate replenishment recommendations and create a purchase order.

Sync to QuickBooks Desktop

Inventory Planner will syncs the prepared purchase order to your QuickBooks Desktop account.

Sync to Inventory Planner

Receiving information on the purchase order in QuickBooks Desktop automatically syncs to Inventory Planner.

Key Features

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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.

Getting Started

Connect your QuickBooks Desktop account

First, create an account in Inventory Planner.
Next, authorize Inventory Planner to access your QuickBooks desktop account by following these steps.
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

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

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.

Sync your data automatically

Inventory Planner stays updated by pulling new product information, customer orders and purchase orders with each day’s sync with your QuickBooks Desktop account .

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