Optimize your cash flow with Xero and Inventory Planner
Track your inventory financials as well as maximize profits by syncing Xero with Inventory Planner
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Replace out-of-stocks and overstock with boosted sales and profits
Looking for a speedy, reliable way to forecast sales using your historical Xero data? Inventory Planner seamlessly integrates with Xero to accurately predict incoming customer demand and provide intuitive, accurate purchasing recommendations. With this smart ability to order the right amount of stock at the right time, you can maximize your profits – releasing cash caught up in slow-moving items and keeping your best-sellers stocked up.
Xero -> Inventory Planner
- Your inventory data, vendor information and historical sales data are pulled from Xero to Inventory Planner.
Within Inventory Planner
- Accurately forecast demand for your SKUs – with in-depth visibility on different variants, warehouses, bundles, assemblies and vendors/suppliers.
- Get informed inventory purchasing recommendations.
- Create purchase orders directly from purchasing recommendations in just a few clicks.
- Gain versatile reporting functionality with full visibility of your inventory performance.
- Categorize your inventory however you want, using customized tags for niche reporting.
Inventory Planner <-> Xero
- Prepared purchase orders are automatically synced to Xero.
- Any received inventory updates are synced to Inventory Planner.
Inventory Planner key features
1
Reliable customer demand forecasting
Forecasts are updated constantly, factoring in seasonality, marketing, abnormal sales spikes and customer demand shifts for ultimate accuracy.
2
Smarter, easier inventory purchasing
Get automated buying recommendations that are easy for your whole team to understand. Customize for each SKU, location, supplier, bundle, assembly or by custom category. No more over (or under) ordering!
3
Best-in-class overstock report
Insights you won’t get anywhere else that enable you to liquidate excess inventory without having stockouts, like last sold date, overstock units and overstock costs.
4
Align your marketing with purchasing
Signed up an influencer? Planning a big promotion? Adjust your purchasing to factor in the potential order spikes, so you won’t annoy hard-won new customers by running out of stock.
5
Multi-location inventory planning
Get reliable inventory purchasing and warehouse transfer recommendations based on up-to-date forecasts, for each of your locations including your physical stores, warehouses, FBAs and 3PLs.
6
Bundle and assembly inventory planning
Inventory Planner breaks forecasts down to component level and tells you how much inventory of each component is needed, plus when to order it.
7
Simple, powerful reports
We turn your complex, siloed inventory and sales data into 200+ meaningful and intuitive metrics (from top level detail to granular SKU-by-SKU analysis).
8
Optimize shipping + storage costs
Scale your purchase order based on CBM or weight to max out shipping container or warehouse space and reduce costs.
9
Cleverly predict sales for new products
Inventory Planner ‘borrows’ sales data from similar products to predict demand for new items (including size, color, fabric and pattern), slashing the risk of over or under ordering.
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