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.

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 Xero to Inventory Planner

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

Set up in Inventory Planner

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

Sync to Xero

Inventory Planner syncs the prepared purchase order to your Xero account. Approve the bill and use Xero to make payments.

Sync to Inventory Planner

Receiving information on the purchase order in Xero 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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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.