FBA Planning Page

Overview

Sellercloud's PO to FBA Planning feature enables you to manage inventory that needs to be purchased and sent to FBA by linking products with a Need Restocking status to their associated Purchase Orders, along with the required processing information. As inventory is received, the system updates the PO FBA Planning page with the quantities from the related PO (or split PO), allowing you to create FBA Shipments directly from that page. If kits are included, it will display how many kits can be assembled based on the quantity received on the PO.

Manage PO to FBA Plannings

When FBA products are added to a purchase order with PO FBA Planning, Sellercloud generates a PO FBA Planning page to track items intended for FBA. To add products to an FBA planning, select the required items, open the Action menu, and choose Add to PO (with PO FBA Planning).

More information on Predictive FBA Restocking is available here.

To view and manage your PO to FBA Plannings:

1. Navigate to Purchasing > Tools > PO to FBA Planning.

2. Use the Filters to Search for the required planning record.

3. Click a planning ID to display its PO number, General Details, and Items.

General Details

In the General Details panel, you can find:

• Planning Name - Planning naming convention that includes the associated PO for traceability.
• Assemble From Warehouse - Source Warehouse.
• Assemble To/ FBA Shipment Warehouse - Destination Warehouse.

To alter these details, click Edit.

Items

The Items panel contains the following information:

• ID - Planning row ID.
• SKU
• Product Name
• Shipment SKU / PO SKU
• Shipment Qty - Planned shipment quantity.
• PO Qty - Quantity on associated purchase order.
• Qty Sent to FBA - Quantity already shipped to FBA.
• Avail Qty - Currently available quantity.
• Projected Kits - Number of kits that can be assembled from available stock.
• Size Tier - Product Size Tiers.
• Qty to Assemble - Number of kits to assemble.
• FBA Shipment Qty - Product quantity to include in an FBA shipment.

Actions

The three-dot menu in the Items panel provides access to the following actions:

• Assemble Kits - Allocates inventory to build kits based on the Qty to Assemble value.
• Create FBA Shipment - Generates an FBA Shipment using the FBA Shipment Qty value.
• Assemble and Create FBA Shipment - Combines kit assembly and FBA shipment creation in a single action.
• Export to Excel - Downloads the planning data as an Excel file.
• Delete Planning & PO - Deletes the planning record and its associated PO.
• Delete Planning - Deletes the planning.

Import FBA Plannings

You can also create new FBA Plannings via a file import:

1. Navigate to Purchasing > Tools > PO to FBA Planning.

2. Open the Actions menu and select Import Planning.

3. In the Import Planning pop-up, click Download Template.

4. Fill out the required columns:

   1. ProductID or ProductIDForFBAShipment
   2. Qty or CaseQty
   3. Vendor

5. Save the file and upload it to the Import Planning pop-up.

6. To add the planning to an existing PO, enter the purchase order ID in the Create From Existing PO field. Otherwise, the system will generate a new PO.

7. Once done, click Import.

8. A Queued Job will be generated, and once completed, the new planning will be imported.