Inventory Planner forecasts customer demand, helping merchants save time and money by having the right products in the right place at the right time. Using sales history, purchasing information, and stock levels, Inventory Planner makes replenishment recommendations. Merchants save time by easily creating a purchase order using these recommendations. Purchase orders sync seamlessly with QuickBooks Commerce.
Beyond streamlining the purchasing process, merchants gain insight to make business decisions by identifying demand trends, analyzing performance by variant, brand, category, option set, or tag, and creating other customizable reports using more than 125 available metrics.
Here’s how to integrate your QuickBooks Commerce account with Inventory Planner.
As Inventory Planner is a 3rd party application, you will need to integrate via your Inventory Planner account.
You will then need to Authorize the sync between Inventory Planner and QuickBooks Commerce.
Your first sync may take a few minutes, depending on the size of your inventory. Once your data is ready, you will receive an email.
Once your data is synced, you will be taken to your Overview page, and you should see all your updated stock data.
Your replenishment report will then show you the amount of stock you will need to purchase as well as provide you with an estimation of the potential loss of revenue should you fail to place the PO.
You can also create a new purchase order directly from Replenishment. Once you have reviewed Inventory Planner replenishment suggestions, filter or select several variants in the Replenishment view.
and create a new purchase order for them.
Replenishment recommendations will populate automatically on the purchase order.
Now, if you go into your QuickBooks Commerce account, you will be able to see those Purchase Orders in the Stock Control section of the app.
You can now go into your PO on QuickBooks Commerce to receive your Products.
Find out more about the QuickBooks Commerce - Inventory Planner integration.