IMS

Inventory Planner and Lightspeed Retail X-Series Integration

Inventory Planner seamlessly syncs with your Lightspeed Retail X-Series account to give replenishment recommendations based on your product and sales history.

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All Integrations

How it works

Sync Lightspeed Retail X-Series to Inventory Planner

First, Inventory Planner pulls all product information, sales orders, and purchase orders from your Lightspeed Retail X-Series account.

Set up in Inventory Planner

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

Sync to Lightspeed Retail X-Series

Inventory Planner syncs the prepared transfer to your Lightspeed Retail X-Series account.

Sync to Inventory Planner

Receiving information on the purchase order in Lightspeed Retail X-Series automatically syncs to Inventory Planner.

Key Features

Faster and smarter Cash Flow

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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.

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.

Easily Create Purchase Orders

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

Accurately Forecast Profits

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

Control Bundling and Kitting Components

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

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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.

See Historical Stock 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.

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.

Next Steps

Getting Started

Connect your Lightspeed Retail X-Series account

First, create an account in Inventory Planner.
Choose your platform as Lightspeed Retail X-Series and click the “Connect” button.
Your sales history, product information and purchase orders sync automatically.
The first sync calculates replenishment suggestions for all your products – so it may take a short while.

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, so you’ll know which key items to reorder to avoid losing revenue.

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.
When you’re ready to order, email directly to your vendor from Inventory Planner.
The purchase order can be pushed to Lightspeed Retail X-Series as soon as it’s created.