Inventory Planner Setup for Shopify

Inventory Planner connects Shopify alongside Amazon, WooCommerce, and other sales channels for multichannel demand forecasting, replenishment planning, and purchase order management. Shero implements Inventory Planner for brands at the scale where its multichannel depth and enterprise support model are worth the investment.

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16+

Years in business

500+

Projects Delivered

65+

Team Members

98%

Client Retention

Sage

Parent company: Inventory Planner is owned by Sage Group

Inventory Planner was acquired by Sage, the enterprise accounting and ERP software company. The acquisition placed it alongside Sage's broader inventory and operations product suite. Pricing is custom-quoted with no published tiers. Setup requires a scoping call and averages four weeks to go live.

4 weeks

Average implementation time to go live

Inventory Planner averages four weeks from kickoff to go live, based on aggregated G2 user review data. ROI is typically realized around eight months in. The implementation timeline reflects the platform's complexity multichannel data connections, replenishment policy setup, and supplier configuration all require structured onboarding rather than a same-day install.

98%

Client Retention

98% of Shero's clients stay on retainer after their project closes. Inventory Planner implementations need ongoing support as new channels are connected, replenishment policies are updated, and supplier lead times change.

Shopify

Premier Partner

Shero holds Shopify Premier Partner status, one of fewer than 150 agencies globally. Inventory Planner implementations connecting Shopify alongside Amazon, WooCommerce, and other channels require both supply chain planning knowledge and Shopify data architecture depth.

The collaboration between us and Shero Commerce on the JustRite multi store site went beyond what we had hoped for. Their dedication to understanding our unique requirements has greatly enhanced our online presence.

Douglas J. Stang, VP of eCommerce, Justrite Safety Group

What Inventory Planner does and when it is the right choice

Inventory Planner is right for enterprise Shopify brands that sell across multiple channels where Shopify is one of several sales channels alongside Amazon, WooCommerce, or retail. It does the following. The setup include:

  • Inventory Planner installation and Shopify multichannel data connection
  • Amazon, WooCommerce, and other channel connections where applicable
  • Replenishment policy setup: safety stock, lead times, and MOQ configuration per supplier
  • Demand forecast review and calibration across all connected channels
  • Purchase order workflow configuration and supplier connection
  • Custom reporting setup for buying team and management visibility

Why brands work with Shero on Inventory Planner setup

Inventory Planner's four-week average setup reflects real complexity. Shero runs the implementation so the team reaches go-live with a correctly configured system, not one that needs rebuilding after the first buying cycle.

01

Multichannel forecasting for brands selling beyond Shopify

Inventory Planner combines demand signals from Shopify, Amazon, WooCommerce, and retail channels into a single forecasting model, so replenishment decisions account for total demand rather than just one channel. For brands where Amazon or wholesale represents meaningful share of sales alongside Shopify, this multichannel visibility is Inventory Planner's primary advantage over Shopify-only tools.

02

Replenishment policies configured for the brand's actual supply chain

Inventory Planner's replenishment analytics calculate the exact quantities to order and when, based on lead times, safety stock, MOQs, and multichannel demand. Shero works through the replenishment policy for each supplier and product category before the system is configured, so the purchasing recommendations reflect how the brand's supply chain actually works.

03

Enterprise support and Sage ecosystem integration

As a Sage-owned product, Inventory Planner connects to Sage's accounting and ERP products for brands running Sage 50 or Sage Intacct alongside their eCommerce operations. For brands in the Sage ecosystem, the inventory-to-ERP data flow is more direct than with alternative tools. Shero scopes the Sage integration requirements as part of the implementation.

04

Purchase order management with supplier tracking and performance analytics

Inventory Planner tracks purchase orders from creation through receipt, including supplier lead time performance and variance from the original forecast. Over time, actual vs forecasted lead times are used to improve future replenishment recommendations. Shero configures the PO workflow and supplier setup as part of the implementation.

05

When Inventory Planner makes more sense than Prediko

Prediko is faster to set up, lower entry price, and better suited for brands on Shopify where a clean modern UI and GMV-based pricing are the priority. Inventory Planner is the right choice when multichannel demand across Amazon and other platforms must be forecasted together, when the brand is in the Sage ecosystem, or when enterprise support and implementation timelines are an acceptable trade-off for platform depth. Shero implements both and makes the recommendation in discovery.

06

Purchasing analytics that identify which suppliers and SKUs are most efficient

Inventory Planner's analytics show supplier lead time performance, forecast accuracy, stock turn rates, and purchasing efficiency by category. For buying teams that need to evaluate supplier performance alongside demand data, these analytics connect purchasing decisions to supply chain performance over time. This connects to the broader Shopify analytics and reporting practice Shero runs.

Our Work

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Sports equipment for lacrosse and field hockey

STX

Looking to scale alongside growing global markets and competitor consolidation, the premium American manufacturer of lacrosse, field hockey, and ice hockey equipment, partnered with Shero to migrate from Adobe Commerce (Magento) to Shopify, delivering a unified D2C and B2B experience, custom ERP integration, and a refined storefront that reflects the engineering quality of their products.

STX
Backup camera systems for automotive, agricultural, and commercial use

Camera Source

Camera Source, a Wisconsin-based manufacturer of backup camera systems for automotive, agricultural, and commercial use, built a loyal D2C and B2B customer base over 15+ years. Outgrowing a self-hosted Magento setup, the brand partnered with Shero to migrate to Shopify, delivering a native B2B dealer portal, a custom Vehicle Fitment Search, and a faster, more flexible storefront for retail customers and dealers alike.

Camera Source
Specialty coffee roasting (D2C and B2B)

Valentine Coffee Co.

With an existing Shopify build that no longer reflected its premium positioning, the Milwaukee specialty coffee roaster, serving both D2C customers and a growing B2B wholesale base, partnered with Shero to deliver a full design and functionality refresh in 8 to 10 weeks ahead of the holiday season. The project included a refined dark-mode aesthetic, native RoasterTools integration, and a B2B wholesale flow integrated into the storefront.

Valentine Coffee Co.
Towing equipment and aftermarket accessories

GEN-Y Hitch

Looking to scale beyond a WooCommerce setup that no longer aligned with their goals, the American manufacturer of heavy-duty towing hitches and accessories partnered with Shero to migrate to Shopify, delivering a unified B2B and D2C experience, NetSuite ERP integration, and use-case-driven navigation.

GEN-Y Hitch

Inventory Planner takes four weeks to set up correctly. Shero runs the implementation so the team reaches go-live with a system that forecasts from all channels, not just Shopify.

The discovery session is free. It maps your sales channels, supplier list, and planning requirements before any Inventory Planner configuration begins.

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How an Inventory Planner setup engagement runs

01

Implementation Scoping

Sales channels, supplier list, replenishment policies, and ERP connections documented. Implementation timeline agreed based on complexity.

02

Channel and Data Connection

Shopify connected. Amazon, WooCommerce, and other channels added where applicable. Historical demand data loaded.

03

Replenishment Policy Configuration

Safety stock, lead times, MOQs, and supplier details configured per product category. First demand forecast reviewed.

04

Purchase Order Workflow

PO creation and supplier tracking workflow configured. Buying team trained on the Inventory Planner interface.

05

Ongoing Support

Replenishment policies updated as supply chain evolves. New channels added. Forecast accuracy reviewed quarterly.

Frequently asked questions.

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What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

Benchmade Knife Co.

"Working with Shero Commerce for the past three years has been a game-changer for our B2B eCommerce business.Their expertise in email marketing, website support, and eCommerce strategy has significantly improved our online presence and optimized our B2B operations.The team’s dedication to our success is evident, and we’re excited to continue our partnership with them. If you’re looking for a reliable and results-driven eCommerce agency, look no further than Shero."

Joe Prebich

VP of Marketing / Benchmade Knife Co.

Justrite Safety Group

"The collaboration between us and Shero Commerce on the Justrite multi-store site went beyond what we had hoped for.  They are a terrific partner to work with.  Their team’s dedication to understanding our unique requirements and delivering a high-quality, customized solution has greatly enhanced our online presence. The new website not only showcases our products effectively but also streamlines the shopping experience for our customers. We couldn’t be happier with the results and look forward to working with Shero Commerce on future projects."

Douglas J. Stang

VP of eCommerce / Justrite Safety Group

STX

"Since partnering with Shero Commerce, our eCommerce revenue has grown by 200%. Their 24/7 support and innovative solutions have been game-changers for our business. "

James McKenna

Senior Commerce & CX Manager / STX

Invisible Bead Extensions®

Working with Shero Commerce on our migration from WordPress to Shopify was honestly such a pleasant experience. We’d been on WordPress for five years with tons of content and very specific styling, and moving all of it into one cohesive Shopify site was no small feat — this was a genuinely complex, highly technical migration. But they pulled it off on deadline with zero errors and zero issues. Their team showed up with everything we needed: a project manager, multiple developers, marketing leads, email specialists, and CRO experts, all coordinated through dedicated meetings and a real task management system. They also designed several high impact conversion pages so our digital presence didn’t just function better — it looked beautiful too. Since migrating, we’ve seen an increase in revenue thanks to having one simplified, cohesive platform. I’m so grateful for how seamlessly they executed this, and I’d recommend Shero Commerce to anyone facing a migration like ours.​​​​​​​​​​​​​​​​“

Jasmine Hadjis

CEO, IBE / Invisible Bead Extensions®

And you?

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