Inventory Planner by Sage

Set lead time and days of stock before using Replenishment. These mean the wait for a supplier delivery and the period your stock should cover. Add the relevant columns with the gear icon and enter the values. The forecast is expected sales; the buying recommendation also accounts for stock already held or on order.

Select the variants to purchase and click + New purchase order. This route selects the lowest-cost associated vendor, so check that choice. In the order's Settings, confirm the physical Destination warehouse separately from the warehouse used to calculate replenishment. Adjust quantities and save the order.

Expected arrival dates affect later recommendations. For an imported purchase order, edit the date in its source platform and synchronize it back. Creating a new variant inside a purchase order also does not create it in the connected store.

Initial setup starts with an account, a platform connection and Finish configuration and start initial sync. Add colleagues under Settings > Users; Edit lets you remove Full Access and choose the sections each person can view.