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How to Onboard to Planyard

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Written by Abe Werzberger
Updated over 5 months ago

Welcome to Planyard! This article walks you through setting up Planyard for the first time, whether you’re a brand-new Nineyard user or already have an account.


1. Create or Upgrade Your Planyard Trial

  1. New to Nineyard?

  2. Existing Nineyard User?

    • Navigate to Settings > Billing and enable Planyard from there.

Once enabled, Planyard menus will appear in your Nineyard menu.


2. Integrate Your Marketplaces

  1. In the left menu, go to Settings > Integrations.

  2. Connect your channels (e.g., Amazon, Walmart, eBay, Shopify).

  3. Planyard will import listing data so you can track stock, orders, and forecasting for each channel.


3. Add a Warehouse

  1. Visit Settings > Account > Warehouses.

  2. Create or name your warehouse (or warehouses, if you have multiple locations).

  3. This step is essential so Planyard knows where your local stock is physically located.


4. Add Your Vendors

  1. Go to Inventory > Vendors.

  2. Click Add Vendor (or use the bulk sheet if you have many vendors).

  3. Lead Days: How long it typically takes from placing a purchase order until it arrives.

  4. Purchase Days: How many days of stock you want to keep from this vendor. For instance, if you sell 10 units a day and set Purchase Days to 60, Planyard will try to keep at least 600 units on hand (across current inventory and open POs).


5. Create Products & Vendor Items

Planyard uses three concepts:

  • Product: Your internal catalog item – what you actually stock and purchase.

  • Vendor Item: How the vendor names or codes that product (could match your product name or differ).

  • SKU: How you sell the item on a marketplace. A single SKU might represent 1 unit, a pack could represent multiple units, and a bundle can map multiple products to one SKU.

Uploading via Separate Sheets

  • Under Inventory > Products, you’ll see an option to 'update products bulk'.

  • In the bulk sheet, important columns include:

    • Product (your internal product ID)

    • Description (e.g., an Amazon title)

    • Vendor Item Name and Vendor

  • You can add more details (like cost) later if you prefer.


6. Update Your Current Local Stock

(see below for stock using 'Bins & Locations')

  1. Still in Inventory > Products, look for the Select Action > Update Inventory Bulk option.

  2. Key columns in the sheet are:

    • Product

    • Warehouse

    • Local Stock

    • Reason (e.g., “Onboarding”), which acts as a note or label for this transaction.

This sets your initial on-hand quantities in Planyard.


7. Map All SKUs

  1. Go to Inventory > SKUs.

  2. Use the bulk upload to link each marketplace SKU to the correct Product.

  3. Columns include:

    • SKU (exactly as it appears in your marketplace)

    • Product (the internal product name)

    • Qty (if it’s a multi-pack or bundle, you may list the same SKU multiple times for each product).


8. Handle Existing FBA Shipments

  • If you already have open FBA shipments, contact our Support Team. We can mark them as “Deducted” to avoid double-counting inventory.


Optional: The Master Sheet

For users primarily selling on Amazon (with fewer bundles or packs), we offer a Master Sheet that combines Products, Local Stock, and SKU Mapping into one upload. The columns typically include:

  • SKU

  • Account (the store name you use in Nineyard)

  • Product

  • Description

  • Mapped Qty

  • Vendor Item

  • Vendor

  • Local Stock

  • Warehouse

This sheet simultaneously creates Products, maps SKUs, and updates Local Stock. If you have a bundle, list the SKU multiple times—one per product in the bundle. You only need to provide local stock for the single product component.


Bins & Locations

If you want to track inventory in specific bins or sub-locations:

  1. Enable Bins & Locations

    • Go to Settings > System Settings > Logistics and toggle Bins & Locations on.

  2. Create Warehouse Locations

    • Under Logistics > Warehouses, add each bin or sub-location (bulk sheet available if you have many).

  3. Update Stock with Locations

    • When uploading local stock, use the Bins & Locations version of the bulk sheet. You’ll see an extra Location column in addition to Warehouse.


FBM Settings (if applicable)

  1. Enable “Deduct Stock for Merchant Orders”

    • Go to Settings > Integrations, expand the relevant marketplace, and click Details.

    • Toggle on Deduct Stock for Merchant Orders so Planyard reduces your local stock each time an FBM order is placed or shipped.

  2. Enable Inventory Sync on All Marketplaces

    • In the same Settings > Integrations area, confirm Inventory Sync is enabled for each channel you fulfill via FBM. This ensures your stock updates automatically.

  3. Enable Inventory Sync on All Relevant SKUs

    • Under Inventory > SKUs, click Show Sidebar > Sync Settings, and make sure the SKUs you fulfill by merchant are set to sync. If you only want some SKUs synced (e.g., certain FBM listings), adjust them here.

That’s it! With these settings enabled, Planyard will properly deduct stock for every FBM sale and keep your inventory accurate across channels.


Wrap-Up

After you’ve followed these steps, Planyard will be ready to handle your inventory management, forecasting, and marketplace syncing:

  • You’ll see real-time stock levels,

  • Predict when and how much to reorder,

  • Manage vendor data, and

  • Map marketplace SKUs confidently.

If you have any questions or run into issues:

  • Check our Knowledge Base for additional guides and FAQs,

  • Contact our Support Team for further assistance.

Happy selling with Nineyard!

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