Accounting

#1 Inventory Planning App Integrated With Xero

Inventory Planner tells you exactly how much inventory you need and when you need it to meet customer demand.

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All Integrations

Key features

Faster and smarter Cash Flow

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.

Next Steps

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.

Connect your store

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.

check the replenishment report