Nothing tells you what to reorder, how much, and when each item runs out.
For Zoho Inventory users
A purchasing workbook for Zoho Inventory
Zoho Inventory tracks stock, sales and purchase orders. It does not forecast what to buy. Export your items, invoices and purchase orders and Purchase Planning in ChatGPT turns them into a reorder plan.
Where Zoho Inventory stops
Reorder levels, where you keep them, are typed by hand and stay put when demand changes.
Working it out in a spreadsheet every week takes hours.
How it works
- 1
Create a free account
Sign up, pick Zoho Inventory as your system, and add Purchase Planning in ChatGPT as the setup page shows. Claude setup is coming shortly.
- 2
Export two to four files
- Open Items, Sales > Invoices and Purchases > Purchase Orders in turn; on each list use the menu (three dots) at the top right and choose Export. For items, export all items.
- Invoices: from 3 years ago (at least 12 months) to today, with their line items.
- Purchase orders (optional): export them all; Purchase Planning counts the ones not yet received in full.
- Several warehouses (optional): Reports > Inventory > Warehouse Report, all warehouses, Export.
- Export as CSV or XLSX and keep the files as Zoho names them. Every item needs a SKU and a purchase rate.
- 3
Get the workbook
In ChatGPT, attach the files in the chat, ask what to reorder and download the workbook.
Good to know
- Free to start, and set up entirely by you: no call with us. Real data only; there is no sample mode.
- When you tell it to create a purchase order, Purchase Planning builds it, one per vendor, for you to enter in Zoho Inventory or send. Creating it in Zoho for you is coming soon.
- We keep a copy of your uploads for your company, holding only the columns we use (customer names and contact details are not kept). Workbooks are kept 7 days. Each company sees only its own uploads.
- Delete account on your account page removes your uploads and workbooks.
Contact us
Questions about Zoho Inventory?
Tell us about your setup and we will get back to you.