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Inventory Planner + QuickBooks Commerce Integration for Smarter Inventory Planning

Inventory Planner tells you exactly how much inventory you need and when you need it to meet customer demand.

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How Inventory Planner works with QuickBooks Commerce

Import sales and purchase data from QuickBooks Commerce

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

Set your forecasting strategy in Inventory Planner

Inventory Planner predicts demand based on your historical sales and various market fluctuations for optimal accuracy.

Plan inventory purchasing using QuickBooks Commerce data

Know exactly when to reorder items to avoid out-of-stock by analyzing supply lead time and your desired purchasing frequency.

Analyze inventory performance with real-time insights

Run reports by SKU, product, brand, vendor, warehouse, bundle, assembly or other custom category to gain full visibility on your inventory performance.

Create purchase orders in Inventory Planner

Create purchase orders directly from your Replenishment Report.

Push purchase orders from Inventory Planner to QuickBooks Commerce

Inventory Planner syncs the prepared purchase order to your QuickBooks Commerce account.

Sync purchase data to Inventory Planner

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

Key inventory planning features for QuickBooks Commerce users

Faster, Smarter Inventory Planning

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Get reliable, data-driven demand forecasting

Inventory Planner cleverly predicts demand based on your historical sales and offers different forecasting methods for both seasonal and flat-trending products.

Simplify replenishment with forecast-backed insights

Inventory Planner tells you exactly when to reorder items to avoid out-of-stock by analyzing supply lead time and purchasing frequency.

Use easy-to-customize reports for smarter decisions

Stay up to speed with your inventory performance, including best sellers, key KPIs, periodic performance aging analysis and more.

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Reduce overstock and free up working capital

Based on forecasted demand, Inventory Planner identifies all your overstocked items and tells you associated overstocked costs, so you can quickly act on items that need to be liquidated first to release cash.

Manage replenishment across 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.

Access expert guidance and ongoing support

Our experts will ensure you get the most out of Inventory Planner, including optimizing your forecasting and replenishment configurations, training your team and providing ongoing support.

Get started with the QuickBooks Commerce integration

Put your QuickBooks Commerce integration to work

Connect your QuickBooks Commerce account

First, create an account in Inventory Planner.
Choose your new connection as QuickBooks Commerce and click the “Connect” button.
You will be asked to authorize access to your account. 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 and other key metrics, 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 either create new purchase orders, or make warehouse transfers to other locations.
Select all required items 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 Quickbooks Commerce as soon as it’s created.

Sync your data automatically

Inventory Planner stays updated by pulling new product information, customer orders and purchase orders with each day’s sync with your QuickBooks Commerce account.