To access your account settings, click “Account” on the top bar navigation menu.
The account settings page is divided into four separate tabs:
Store
Settings
Users
Billing
Store
The Store tab displays details of your connected Shopify store. You’ll see:
What user you’re signed in as
Which Shopify account you’re connected to
Details of your last sync
What location you have chosen to sync to Inventory Planner Essentials
Sync
The Sync panel displays the date and time of your last sync. If there is a sync currently ongoing, you will instead see its progress.
Location
The Location panel displays which location you have chosen to sync to Inventory Planner Essentials.
Inventory Planner Essentials only supports a single location. If you want to change the location you’re currently syncing with, you can use the button to contact our Support team to facilitate the change.
Settings
The Settings tab allows you to specify default account behavior.
Variant defaults
Set the lead time and days of stock to be applied to new products here. They must be entered in whole numbers representing days.
The lead time is the amount of time between placing a purchase order and receiving the inventory into stock, while days of stock is the number of days for which you’d like to hold inventory before having to reorder. Learn more about lead time and days of stock here.
The figures entered into these fields will be automatically applied to new variants synced from Shopify. You can update an individual variant’s lead time or days of stock from the Purchase screen, or after associating it to a vendor. Learn more about assigning vendor defaults to variants here.
Purchase orders
Reference # counter
Set your next order number here to customize your ordering sequence.
Edit logo
Upload a logo to use on your purchase order documents. The logo must be formatted as a JPG or PNG file.
Billing address and Shipping address
These addresses appear on the purchase order template when emailing an order to your vendor.
Alerts
Set up alerts to tell you when you need to reorder inventory. Learn more about low stock alerts here.
Users
The Users tab lets you manage your users. To add users, you will need an active subscription and a Sage account. Learn more about your Sage account here.
If you have both, you can use this page to invite new users and manage your current users.
Billing
The Billing tab provides details of your subscription, including cost and your renewal date.