Products and variants are managed in your Shopify store. New products and updates to existing items download during the overnight sync and can be viewed in Inventory Planner’s variant catalog, where a sync can also be triggered on demand. Learn more about the variant catalog here.
All inventory-tracked items are synced, including those in the “Draft” and “Archived” statuses, although archived products are excluded from forecasting and purchasing workflows.
Variant properties
Below is a list of the fields relating to variants in Inventory Planner, along with the corresponding Shopify field, where applicable.
Inventory Planner field | Shopify field | Notes |
Image | Variant image |
|
Name | Product title / non-default variant title | You can search for an item using these details whenever you see the search bar at the top right of a screen.
|
Option sets, options | Variant options | As above |
SKU | Variant SKU | As above |
Barcode | Variant barcode | As above |
Status | Product status:
| Archived variants are hidden from the Forecast and Purchase screens. |
Brand | Product vendor | Appears as a filter within the Forecast and Purchase screens. |
Collection | Product collection | Appears as a filter within the Forecast and Purchase screens. |
Category | Product type | Appears as a filter within the Forecast and Purchase screens. |
Published | Published |
|
Discontinued |
| Configured in Inventory Planner in the variant catalog, and determines whether items can be added to purchase orders.
“False” by default. |
Dropship only |
| Configured in Inventory Planner in the variant catalog, and determines whether items can be added to purchase orders.Configured by user.
“False” by default. |
Lead time |
| Configured in Inventory Planner in the Purchase screen.
|
Days of stock |
| Configured in Inventory Planner in the Purchase screen.
|
Determining whether variants can be ordered
Inventory Planner considers several factors to determine if a variant is replenishable. Replenishable items are visible in the Forecast and Purchase screens and can be added to purchase orders.
For a variant to be considered replenishable, it must:
Be inventory tracked (items where the inventory quantity is not tracked in Shopify are not visible to Inventory Planner)
Have a status of “Active” or “Draft”
Not be “Discontinued”
Not be “Dropship only”
Note that a variant does not have to be published to be added to a purchase order.