How Inventory Planner works with Lightspeed

Import sales and inventory data from Lightspeed

Inventory Planner easily pulls all product information, sales orders, and purchase orders from your Lightspeed account.

Customize forecasting settings in Inventory Planner

Select your preferred forecasting methods, then enter the lead time and your purchasing frequency.

Create purchase orders based on forecasted demand

Use Inventory Planner’s data-led replenishment recommendations to create a new purchase order for your supplier.

Push purchase orders and inventory updates to Lightspeed

Inventory Planner syncs the prepared purchase order to your Lightspeed account.

Keep Inventory Planner updated with Lightspeed data

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

Key inventory planning features for Lightspeed users

Streamline Your Multi-channel Sales

View sales and product performance across multiple channels including Amazon, eBay and many more – all in one central place.

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Get smart demand forecasting from Lightspeed data

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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Create customized inventory reports

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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Create purchase orders with forecast insights

Use your customized replenishment recommendations to inform and create new purchase orders.

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Generate accurate profit forecasts using inventory data

Make faster, smarter buying decisions with full visibility into your forecasted profit and profit margins.

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Manage bundling and kitting components with ease

Order components and create Assembly Orders based on the forecasted demand for finished goods.

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Improve cash flow with Open-To-Buy inventory 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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View and analyze historical inventory 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.

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Simplify inventory replenishment across multiple locations

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.

Get started with the Lightspeed integration

Put your Lightspeed integration to work

Connect your Lightspeed account
  • First, create an account in Inventory Planner.
  • Choose your platform as Lightspeed and click the “Connect” button.
  • Not yet using Lightspeed? Check out more here
  • Your sales history, product information and purchase order syncs automatically.
  • The first sync calculates replenishment suggestions for all your products – so it may take a short while.

Screenshot of Inventory Planner software overview page

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.

Screenshot of Inventory Planner replenishment report

Create purchase orders
  • Use Inventory Planner’s data-led replenishment suggestions to confidently create new purchase orders.
  • Select all the items you need 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.

Screenshot of creating a purchase order in 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 Lightspeed.

Screenshot of Inventory Planner syncing product and order data with Lightspeed