Planster Onboarding Guide

Welcome to Planster! 

This guide will help you complete your onboarding process. 

Create Account and Get to Know Planster

You will receive a welcome email from Planster with a personalized signup link. Click the link provided in the email and fill in some basic contact details to create your account.

The Planster menu, located on the left side of your screen, helps you quickly navigate through key sections of the app. Here's a brief description of each menu item:

• Home:
  Your dashboard and overview page providing quick insights and summaries of your inventory and planning data.

• Supply Plan:

  View and manage your inventory purchase recommendations, review projected inventory levels, and create purchase or work orders.

• Demand Plan:
  Set up, view, and adjust your inventory forecasts. Choose between Retail and Direct-to-Consumer forecasting models.

• Logistics:
  Track your inventory movements, manage inbound shipments, and oversee your logistics activities.

• Products:
  Add, edit, and manage your product catalog, including setting lead times, MOQ (Minimum Order Quantity).

• Warehouses:
  View your warehouses. Manage safety stock levels and target inventory levels for each product in each warehouse.

• Integrations:
  Review integration statuses with your WMS or 3PL systems and manage data synchronization settings.

• Suppliers:
  Manage your supplier information, assign SKUs to suppliers, and ensure accurate purchase planning.

• Account:
  Manage your Planster account details, settings, and preferences.

While our Shopify and WMS integration handles most setup automatically, there are a few key fields that require manual configuration to ensure accurate inventory forecasting.

Navigate to the Products page to set up critical fields for each product:

• This is the minimum amount your supplier allows you to order at one time

• To edit: Double-click on the field and enter the value

• This information is essential for accurate order planning

• The average time it takes to receive a shipment from your supplier

• Can be based on your tracking data or estimated from experience

• To edit: Double-click on the field and enter the value in days

• You can organize your products into different categories

• This categorization will be reflected in the navigation menu

• By default, all SKUs are listed as "Uncategorized"

• Grouping products by category makes it easier to manage your inventory

Note: A bulk update option will be available in the future. Contact support if you need assistance with bulk updates.

For each warehouse, you'll need to configure two parameters that may vary by location:

• The minimum inventory level (in days of supply) you want to maintain

• When inventory drops below this threshold, Planer will recommend placing an order

• Can be different for each product at each warehouse

• Example: 21 days at primary warehouse, 20 days at wholesale warehouse

• The desired inventory level (in days of supply) that replenishment orders should reach

• Planer uses this value to calculate recommended order quantities

• Based on dynamic demand forecasting that adjusts with sales patterns

1. Navigate to the Suppliers section

2. Click the "Add" button to create a new supplier

3. Enter the following information:

• Supplier name

• Address

• Contact person

• Contact information

4. You can add multiple suppliers simultaneously

5. Click "Save and Continue" when finished

1. After saving a supplier, you'll need to allocate products

2. Use the "Set Product Information" option

3. Select which SKUs this supplier provides:

• You can select all products at once

• Deselect specific products as needed

4. Click "Save" to confirm assignments

When an order is recommended, Planer will show you a list of suppliers that carry that product, allowing you to choose which supplier to use.

Need Help?

If you have any questions during the onboarding process, please contact our support team support@planster.io