Switching from another inventory management tool?

If you've been using another FBA inventory management software that allows you to download CSV files of your data, switching to RestockPro is quick and easy.

1. Sign up and connect to Amazon.

Create your account here, then follow the prompts to connect it to Amazon Seller Central so it can import your products and shipment data.

See full signup steps here and instructions for connecting RestockPro to Amazon Seller Central here.

2. Adjust your Restock Rules.

To make sure RestockPro provides the best restock suggestions for you, you'll need to make sure your settings for restock model, default lead times, and desired days of supply at Amazon are all set up as you prefer. If your previous tool had similar options, you can imitate your previous settings and apply them in RestockPro by going to Options > Settings. Learn more about Restock Rules here.

3. Add your suppliers.

The easiest way to add all your suppliers is to upload a CSV file. If your previous tool allows you to download a CSV of your supplier information, you can start by downloading that to make this even easier.

Go to SUPPLIERS in the top navigation, then click CSV Options > Get Template. You can either fill in this file with your supplier information or use it as a reference to adjust the headers in an existing file of your suppliers so that it's compatible with RestockPro.

The Supplier Name, Address, City, State, and Zip fields are required; all other columns are optional.

Once you have your file, go back to SUPPLIERS and click CSV Options > Upload to load the supplier information into RestockPro.

4. Update your products.

RestockPro will automatically import most of your product data from Amazon, but you will still need to add some information. You can do this via CSV too.

Go to PRODUCTS in the top navigation, click CSV Options, and download your imported product information.

Then, make the following additions and adjustments:

  • Update the supplier: This must be the name of a supplier you have already added to RestockPro (see previous step).
  • Add your supplier cost: This is your cost of goods sold (COGS), or what your supplier charges you per unit to buy the product.
  • Update your case pack quantity: This is how many units come in a case pack for this SKU.
  • Add your additional costs (optional): These are fields for your per-unit inbound shipping cost (cost of shipment from the supplier to your warehouse), reshipping cost (cost of shipment from your warehouse to Amazon), repackaging material cost (cost of packing materials you use before sending the product to Amazon), and repackaging labor cost (cost of paying your employees to prep the items for shipment to Amazon). These costs will help your margin calculations be more accurate.
  • Update your UPC/EAN (optional): These universal product identifiers might be helpful to keep handy in RestockPro for future purchase orders.
  • Update your supplier SKU (optional): This is the identifier your supplier uses for the item, which might be helpful for future purchase orders in RestockPro.

Tip: To avoid errors, delete any columns you don't need to update, except for the SKU column, which is required.

5. Add Local Inventory.

Again, uploading a CSV makes this a breeze.

Go to LOCAL INVENTORY in the top navigation and click CSV Options > Get Template. Fill in the file with SKU and Local Quantity (the product name column is optional; if you don't plan to use it, you can delete it). Then, upload the file by clicking CSV Options > Upload.

Or, download a spreadsheet from your former tool, adjust the SKU and quantity headers to exactly match the RestockPro template, and delete all other columns, then upload.

6. Switch over your POs.

There are two ways you can do this depending on your preference: keep your old inventory management tool or system long enough to finish out any unreceived POs while creating new ones in RestockPro, or recreate your in-progress POs in RestockPro.

If you choose to finish unreceived POs in your old system, you'll need to remember to update your Local Inventory quantity of that SKU in RestockPro when the PO is received in the other tool. If you are holding inventory at your warehouse or a 3PL for any length of time before shipping it to an Amazon fulfillment center.

If you choose to recreate POs, you'll be able to receive the POs in RestockPro and allow them to update your Local Inventory quantity automatically.

To recreate the POs easily, you can upload them as files as well. For each PO:

  1. Go to RESTOCK SUGGESTIONS in the top navigation.
  2. Click on the supplier from which you're ordering, or click All Suppliers to see all products.
  3. Click on the hamburger icon at the top right of the grid. Hamburger icon on Restock Suggestions page in RestockPro
  4. Choose "Get new PO template" to download a template file.
  5. Fill in the ProductSku and OrderQuantity columns. (Product name is optional and can be deleted.)
  6. Once your file is complete, go back to RESTOCK SUGGESTIONS and click on Purchase Order Actions near the top middle of the screen. Arrow pointing to the purchase order actions dropdown in RestockPro
  7. Choose "Upload a Supplier Purchase Order."

Learn more about creating POs here.

Further Resources

Once you've set up these main features of RestockPro, you may want to learn about:

If you have any questions as you get set up, feel free to contact us or schedule a personal onboarding session.