Business Operations and ERPs
Inventory Planner by Maxmel Tech
15 min
inventory planner by sage is a cloud based tool for demand forecasting, inventory management, and automated replenishment for e commerce businesses integrating with make com enables users to automate inventory workflows, streamline purchasing, and enhance data driven decision making across platforms 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 go to the make integration page click the install button 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 key api key instructions you need to generate your api authorization key and retrieve your account id log in to inventory planner using your web browser go to account, then select settings, then select api click generate key to generate your api key save the generated api key note 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 page 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 track a fresh order for goods or services within your system 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 through your push to destination connection, helping you keep your inventory information up to date across platforms list purchase order items fetches and displays all the items associated with a specific purchase order, allowing you to view 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, enabling you to access features or data not covered by the standard modules push order stock updates sends updated stock information to your chosen order destination, keeping inventory levels accurate across your connected platforms search purchase orders finds and retrieves purchase orders based on your specified search criteria update a purchase order updates the details of an existing purchase order, allowing you to modify information such as items, quantities, or other order specifics 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 when an update occurs 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