Getting Started

WooCommerce

Installation Inventory Management for WooCommerce Create Account & Set Up Your Store Synchronisation Two-Way Sync Multiple Stores & Site Sync

PrestaShop

Installation Inventory Management for PrestaShop Create Account & Set Up Your Store Two-Way Sync PrestaShop - Shelf Planner Synchronisation PrestaShop

User Guides

my.shelfplanner.com How to get the Best Order Proposals

Getting Started

Getting Started Smart Filters - Customize Your Report Views Frequently Asked Questions (FAQ)

Homepage & Reports

App Landing Page Sales & Stock projection Overstock Reports Top Items to Replenish ABC Analysis Explained ABC Analysis Report Stock Health Report Assistant

Stock Details

Product Management

Product Settings Replenishment Settings Minimum Stock Manage Stock CSV / Excel Upload (Mass Management)Bulk Edit Products Delete and Remove Product Information Product Status

Materials

How to use Materials, Categories and Kits & Assemblies Material Categories Materials Kits & Assemblies

Bill of Materials

How to Create a Bill of Material (BOM)Material Consumption & Material Status Video Guides

Purchasing

Order Proposals To Restock (Material)Create Purchase Orders Create a Material Purchase Order Create a Multi-Level Purchase Order Split Purchase Orders Order History Generate PO PDF Splitting Orders Weeks of Stock Ideal Stock Lead Times Minimum Order Quantities (MOQ)Pack Sizes

Suppliers

Set Up Suppliers Supplier Currencies Delivery Terms

Settings

Purchase Order Settings Replenishment Settings Manage Stock Order Proposals Reports Report & Table Settings

Account

Account Settings Subscription & Billing Number & Currency Settings

Team Management

Invite Your Team

Knowledge Base

Inventory

Weeks of Stock & Rate of Sales

Purchasing

Cost Prices, Landed Cost, Cost of Goods Sold

Replenishment

The Critical Role of Lead Times in Retail

Troubleshooting & Support

Installation & Setup

Installation & Setup Firewall Configuration Guide WooCommerce Sync Issues - "Coming Soon"Cloudflare Configuration Guide: Allowlist Partner Backend IP

Data Synchronisation

Historic Data is not visible Data Synchronization Issues for Private WooCommerce Stores Stock Data is not updated when I complete a PO Stock Quantity does not update in my store How to disable the 2-way sync

Sales Forecast

My Sales Forecast is too low My Sales Forecast is too high

Reports

Tables & Graphs are not loading

Accounts

Problems with Account Creation

What's New

February 2026 - Major Upgrade

Release Notes 2026

October 2026 - Cost of Goods Sold & Mass Supplier Edits September 2026 - Stock Health Report July 2026 - Customizable PO's May 2026 - Splitting PO's March 2026 - A Personal Buying Assistant February 2026 - A Major Upgrade

Release Notes 2025

November 2025 Release October 2025 September 2025 - WooCommerce Extension Update WooCommerce Extension Update July Release - Supplier Currencies June Release - Pack Sizes & MOQ's May Release - Flexible Filters, Landed Cost & Freight Rules April Release - Dashboard Refinement & Reporting February Release - Excel Imports & Store Synchronisations

Partners

Partnership Program

Roadmap & Developments

Roadmap

Policies & Agreements

How to use this site Terms & Conditions Privacy Policy Refund Policy Customer Referral Agreement

Video Guides

Video guides

We're still working on our full video guides and will publish these soon, but here we have collected a few snapshots to get you started.

Creating a Bill of Material

Video Guides

Video guides

Creating a Bill of Material

Review Material Status

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