Business Operations and ERPs
Inventory Planner
14 min
inventory planner by sage is an advanced e commerce inventory forecasting and planning tool that helps businesses predict demand, automate purchasing, and optimize stock across channels integrating with make com enables automated workflows, streamlining inventory management and purchasing processes for multichannel retailers this is ai generated content based on official inventory planner documentation the content may still contain errors—please verify important information if you have questions, contact inventory planner support directly how to get support on inventory planner inventory planner is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=inventory%20planner\&app slug=inventory planner community\&app unique id=inventory planner s099hp requirements to use the inventory planner app in make, you must have an active inventory planner account with full access and an api key, create your account on inventory planner app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect inventory planner and {{product name}} to get started, you must first create a connection between inventory planner and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to generate your api authorization key log in to inventory planner using your web browser navigate to account, then go to settings select the api section click generate key to generate your api key save the generated api key note that the api key is user specific and only works for users with full access to the account locate your account id, which is required along with the api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=inventory%20planner\&app slug=inventory planner community\&app unique id=inventory planner s099hp create the connection in {{product name}} log in in your make account , add the inventory planner module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your inventory planner or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application inventory planner modules after connecting to the inventory planner app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a purchase order creates a brand new purchase order, allowing you to initiate and manage the procurement of goods or services directly within your workflow get a purchase order fetches detailed information about a specific purchase order list order stock updates fetches the latest stock updates that are ready to be sent to your connected destination system list purchase order items fetches and displays all the items associated with a specific purchase order, allowing you to see detailed information about each item included in that order make api call allows you to make a custom api request to the service using your authorized account, giving you flexibility to access features or endpoints that may not be available in the standard modules push order stock updates sends updated stock information directly to your chosen order destination, ensuring inventory levels stay accurate and up to date search purchase orders searches for purchase orders based on your specified criteria, helping you quickly find the exact orders you need update a purchase order updates the details of a specific purchase order, allowing you to modify information such as items, quantities, or other order related fields watch new purchase orders monitors your account for any newly created purchase orders and notifies you when a new one appears watch updated purchase orders monitors your account for any changes to existing purchase orders and notifies you whenever a purchase order is updated templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} inventory planner resources you can have access to more resources related to this app on the following links inventory planner website inventory planner documentation inventory planner api documentation inventory planner page on make