Accounting & Other Systems
Streamline operations by connecting purchasing information to your Xero account.
Inventory Planner seamlessly syncs with your Xero account to sync purchase order information.
How it works
Sync Xero to Inventory Planner
Set up in Inventory Planner
Sync to Xero
Sync to Inventory Planner
Key features
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.
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.
Easily Create Purchase Orders
Use your customized replenishment recommendations to inform and create new purchase orders.
Accurately Forecast Profits
Make faster, smarter buying decisions with full visibility into your forecasted profit and profit margins.
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.
Getting Started

Connect your Xero account
- First, create an account in Inventory Planner.
- Note: The Xero integration complements other integrations – you will need a primary connection to supply inventory levels and sales history in order to generate replenishment recommendations.
- Go to Account > Settings > Purchase Orders > Connect Xero.
- When connected, you’ll be able to push purchase orders from Inventory Planner to Xero.

Create purchase orders
- Use Inventory Planner’s data-led replenishment suggestions to confidently create new purchase orders, or make warehouse transfers to other locations.
- Select all the items you need in the replenishment report and use bulk actions to make a purchase order per supplier. You can configure contact, taxes and purchase status in Xero.
- When you’re ready to order, email directly to your vendor from Inventory Planner.
- Push purchase order to Xero to sync information.
Support
Do you have any questions? Use the chat in the lower right corner to request support or email us at [email protected]
Smarter inventory planning starts here
No credit card required!