Field guide 10

7 Best Inventory Planning Software

A ranked guide to 7 inventory planning software tools for independent retailers, covering demand forecasting, replenishment, open-to-buy budgeting, and POS data connections. Pricing verified August 5, 2026.

Inventory planning software forecasts demand, sets reorder points, and holds the buying budget for the season ahead. This guide ranks 7 tools for independent retail, with pricing checked on August 5, 2026. Cash Margin Partners takes the top spot for reporting the cash already trapped in inventory before the next order goes out.

Disclosure: Cash Margin Partners publishes this site and ranks itself first here. Six times below, we name the tool that beats us for a specific store.

Key Takeaways

  • Inventory planning software answers what to buy next; management software governs what the store already holds.
  • Cash Margin Partners is the only tool on this list that names Square and Lightspeed Retail X-Series among its connections.
  • Prediko starts at $49 per month and holds a 4.9 rating from 224 reviews, per its Shopify App Store listing.
  • Netstock states that pricing starts at $900 per month, per its pricing page.
  • U.S. retail inventories totaled $832.4 billion in May 2026, at an inventories-to-sales ratio of 1.25, per the U.S. Census Bureau.
  • Among small employer firms that applied for financing, 56% did so to meet operating expenses, per the Federal Reserve.

The 7 Best Inventory Planning Tools at a Glance

RankToolBest forStarting price
1Cash Margin PartnersSizing trapped cash before the next buyFree
2PredikoShopify direct-to-consumer brands planning purchase orders$49 per month
3CogsyShopify and Amazon brands modeling growth scenarios$199 per month
4Fuse InventoryMulti-channel brands planning inventory and cash togetherCustom pricing
5ToolioMerchandise planning and open-to-buy across many doorsCustom pricing
6NetstockRetailers already running an ERP$900 per month
7GMDH StreamlineForecast-heavy operations with long sales historyCustom pricing

What Inventory Planning Software Does, and How It Differs From Inventory Management Software

Inventory planning software projects future demand and converts that projection into buying decisions. The output is a reorder quantity, a purchase order date, and a budget the buyer works inside.

Inventory management software does a different job, tracking counts, unit costs, locations, receiving, and transfers. Those tools sit in our guide to 7 Best Retail Inventory Management Tools.

Planning tools cover four capabilities. Demand forecasting projects unit sales forward, and replenishment turns that forecast into reorder points. Open-to-buy holds the budget, and reporting shows whether the last buy worked.

Open-to-buy is the dollar amount a buyer may still commit in a period, after planned sales, markdowns, and inventory on order. Most independents run it in their head.

Every forecast lands in the same physical place. Whatever the model gets wrong arrives on a pallet and goes to the back room, where cash sits down and stops moving.

Cash Margin Partners is an inventory cash-recovery practice for independent, owner-operated retailers. CMP shows them exactly how much cash is trapped in unsold inventory and gives them a prioritized plan to get it back. That's the seat we write this list from.

The U.S. Census Bureau put retail inventories at $832.4 billion in May 2026, at an inventories-to-sales ratio of 1.25. The sector held about $1.25 of goods for every dollar of monthly sales.

Before buying a tool to plan the next order, read what the last four orders left behind. The free inventory cash calculator gives a directional benchmark from a short questionnaire, with no credit card.

How We Evaluated These 7 Inventory Planning Tools

We ranked for one reader: the owner who writes the purchase order, signs the lease, and makes payroll. That owner runs one to five locations, or a small direct-to-consumer brand, with no planner on staff.

Six criteria, weighted in this order:

  1. Cash visibility. Dollars committed and dollars stuck, or only units and cover weeks?
  2. Time to a usable answer. Days, or an implementation project with a kickoff call?
  3. Price against an independent budget. A single-location store rarely clears $200 a month for planning software.
  4. Forecasting depth. Seasonality, promotions, lead times, and editable outputs.
  5. Open-to-buy control. Does the tool hold the buying budget, or only recommend quantities?
  6. Data connections. Which POS and ecommerce systems the vendor names on its own site.

Every entry below was written after fetching that company's live website and pricing page on August 5, 2026. Where a vendor publishes no price, we say custom pricing rather than guessing.

Vendor performance claims are attributed and linked to the page making them. Treat each as marketing until a reference call backs it up.

1. Cash Margin Partners: Best for Sizing Trapped Cash Before the Next Buy

Cash Margin Partners is a read-only diagnostic reporting the dollar value of inventory a retailer already owns and can't move. It ranks eligible SKUs while protecting new or insufficiently evidenced items as Data Incomplete. Direct Shopify, Square, and Lightspeed availability depends on production launch status and workspace eligibility; compatible item-level uploads remain available after column review.

Cash Margin Partners starts one step before a planning tool starts. Where production launch status and workspace eligibility permit, CMP reads catalog, inventory, and sales data through an eligible production connection. Shopify supplies unit cost when available; Square and Lightspeed analyses add costs through CMP's prefilled template. Compatible item-level uploads remain available after column review. It then reports cash-at-risk when the imported evidence is sufficient.

CMP separates dead stock, inventory with no verified sales history over the measured window, from slow-moving inventory. Slow movers still sell, below the rate that justifies the cash they hold, and the two get different recommendations.

Connections stay read-only, so CMP never changes a price and never places an order. Stores on other systems upload a catalog and sales export instead.

Key features

  • Read-only Shopify, Square, and Lightspeed Retail X-Series connections where production launch status and workspace eligibility permit, plus compatible item-level uploads after column review, as listed on the CMP integrations page.
  • SKU-level cash-at-risk reporting, ranked by dollars rather than by unit count.
  • A recovery plan: CMP's prioritized set of markdown, bundling, and liquidation recommendations.
  • CMP Exchange, a proposed liquidation marketplace with a published 10% fee on a closed transaction; live transaction features remain subject to production acceptance and workspace availability.

Pricing: The Cash Margin Partners product and workspace are free, with no credit card and no time limit. After a recent successful supported live connection has supplied sufficient usable history and cost evidence, 30-, 60-, and 90-day cash-at-risk forecasts, stockout dates with confidence bands, and predictive alerts can be included at no charge.

Who should choose Cash Margin Partners

  • Owner-operated retailers on Shopify, Square, or Lightspeed Retail X-Series who suspect the last two seasons are still on the floor.
  • Buyers who need a defensible number before committing an open-to-buy budget.

Limitations

Cash Margin Partners doesn't build purchase orders, hold an open-to-buy budget, or send supplier reorders. Its predictive alerts require a recent successful supported live connection with sufficient usable evidence; spreadsheet, sample, manual, failed, and stale runs do not trigger alerts.

2. Prediko: Best for Shopify Brands Planning Purchase Orders on a Small Budget

Prediko is an AI inventory planning app for direct-to-consumer Shopify brands, priced from $49 per month. It produces a 12-month purchase order calendar and a restocking table from forecast demand.

Prediko describes itself as an AI-powered inventory management solution for D2C Shopify brands, under the line "Restock on time, every time." It runs as a Shopify app.

Its planning stack has three pieces. AI demand planning forecasts against a revenue target, and AI supply planning builds a 12-month purchase order calendar. The buying table turns both into restock quantities.

Prediko says 2,500+ Shopify merchants use it, and reports that Healf cut stockouts from 4% to 1% in two months.

Key features

  • A 12-month purchase order calendar generated from the demand forecast.
  • Raw materials and bill-of-materials management, sold as a $20 per month add-on.
  • Unlimited users, SKUs, and purchase orders on every tier, plus multi-location and bundle tracking.
  • A 4.9 rating from 224 reviews on the Prediko Shopify App Store listing.

Pricing: Starter $49 per month, Scale-up $119, Growth $199, and custom Enterprise pricing above $2 million in revenue, per its App Store listing. Tiers step by trailing 12-month gross merchandise value, and every plan carries a 14-day free trial.

Who should choose Prediko

  • Shopify-only brands under roughly $1 million in annual sales that want forecasting without a five-figure contract.
  • Brands ordering from overseas suppliers, where the purchase order calendar carries real lead time.

Limitations

Prediko is Shopify-only, so a store running Square or Lightspeed at the counter can't connect it. Amazon support is listed as coming, and price steps with gross merchandise value rather than with features used.

Prediko vs Cash Margin Partners

Prediko plans the next order; Cash Margin Partners reports what the last several orders left standing. A Shopify brand growing fast with clean stock should buy Prediko.

PointPredikoCash Margin Partners
Starting price$49 per monthFree
Cash-at-risk in dollarsInventory KPI reportingSKU-level cash-at-risk
Free tier14-day trialFree with no time limit

3. Cogsy: Best for Shopify and Amazon Brands Modeling Growth Scenarios

Cogsy is a demand planning tool for Shopify merchants and Amazon brands, sold as one flat plan at $199 per month. It forecasts up to 12 months out and drafts purchase orders from that forecast.

Cogsy positions itself as the demand planning tool for Shopify merchants and Amazon brands, under the line "Operate with 100% certainty." Its planning features include growth planning, new product planning, and a marketing events calendar feeding the forecast.

That last piece matters for retailers who run promotions. A forecast blind to a planned sale will read the resulting spike as new baseline demand and reorder against it. Cogsy names Caraway, Lalo, and Doe Lashes as customers.

Key features

  • Demand forecasting up to 12 months out, per the Cogsy Shopify App Store listing.
  • Purchase order automation producing ready-to-submit orders from replenishment recommendations.
  • Backorder handling and subscription demand, which most planning tools treat as an afterthought.
  • Integrations with Shopify, Amazon, ShipBob, Smartrr, Anvyl, Linnworks, and ShipHero.

Pricing: One plan at $199 per month covering every feature, after a 14-day free trial with no credit card, per its pricing page. Enterprise terms are quoted on request.

Who should choose Cogsy

  • Brands selling on both Shopify and Amazon that want one forecast across both channels.
  • Subscription brands where recurring demand and one-time demand behave differently.

Limitations

The flat $199 per month lands hard on a small store, because a brand doing $30,000 a month pays what a $300,000 brand pays. Cogsy names no retail POS connection, and its Shopify App Store listing shows 12 reviews, a thin sample in this category.

Cogsy vs Cash Margin Partners

Cogsy forecasts demand across ecommerce channels and drafts the orders that follow. Cash Margin Partners reads a physical store's sales history and reports the dollars standing still in it. A brand shipping from a 3PL gets more from Cogsy.

PointCogsyCash Margin Partners
Starting price$199 per month, flatFree
Purchase ordersAutomated draftingNone
Dead stock in dollarsOverstock alertsSKU-level cash-at-risk

Key Data Point

Among small employer firms that applied for financing, 56% did so to meet operating expenses, per the Federal Reserve's 2026 Report on Employer Firms. Rent and payroll come due whether or not the spring buy sold through.

4. Fuse Inventory: Best for Multi-Channel Brands Planning Inventory and Cash Together

Fuse Inventory is a demand planning and inventory control platform for consumer brands selling across DTC, Amazon, wholesale, and retail. It's the only tool here with a dedicated cash flow forecasting module.

Fuse describes itself as built by planners, for planners, filling the gap between spreadsheets and enterprise ERP. The product splits into demand planning, inventory control, and cash flow forecast.

The cash flow module earns Fuse this spot. It projects daily cash and accounts for landed costs, which ties a buying decision to the bank balance that funds it.

Fuse uses probabilistic machine learning and leaves every forecast editable. The company calls it an 80/20 model, where the tool does 80% and the planner supplies the rest. Named customers include SuitShop, True Botanicals, and Blueland.

Key features

  • Daily SKU-level demand forecasts accounting for seasonality, trend, and promotions.
  • Style-specific size curve forecasting for apparel, which few tools at this size handle.
  • Cash flow forecasting with landed costs, scenario modeling, and multi-currency support.
  • 35+ integrations named, including Shopify, Amazon, Magento, Nordstrom, QuickBooks, NetSuite, and Cin7.

Pricing: Custom pricing. Fuse publishes no rate card and no pricing page, so an owner can't size the cost before a sales conversation.

Who should choose Fuse Inventory

  • Brands running DTC, Amazon, and wholesale at once, where each channel forecasts differently.
  • Apparel and footwear businesses that plan by size curve rather than by style total.

Limitations

Fuse aims at brands managing 100 to 10,000+ SKUs with a real planning function, which leaves a two-person storefront outside the target. No published price and no retail POS connection compound that.

Fuse Inventory vs Cash Margin Partners

Fuse forecasts cash forward from planned purchases. Cash Margin Partners reads cash backward out of inventory the store already bought. A wholesale-and-DTC brand with a planner on payroll belongs at Fuse.

PointFuse InventoryCash Margin Partners
Starting priceCustom, quoted on requestFree
Cash viewForward cash flow forecastCash trapped in current stock
Time to first numberSales conversation firstSame session

5. Toolio: Best for Merchandise Financial Planning and Open-to-Buy Across Many Doors

Toolio is an AI merchandise planning platform covering merchandise financial planning, assortment, allocation, and open-to-buy. It's built for retail teams planning hundreds to thousands of doors.

Toolio positions itself as an AI-powered platform unifying merchandise planning, open-to-buy, assortment, and allocation so retail teams plan from a single number. It names Blue Yonder and o9 as the legacy systems it replaces.

Open-to-buy sits at the center of the product, and Toolio exports purchase order, transfer, and replenishment decisions back to the ERP.

Named customers include Peloton, Bombas, Shinola, and Knix. Toolio reports that AKA Brands cut SKUs by 50% to 75% while holding sales, expecting $5 million in cost savings.

Key features

  • Merchandise financial planning, assortment planning, and allocation as three connected modules.
  • Real-time open-to-buy management covering purchase orders, transfers, and replenishment.
  • AI demand forecasting and scenario planning that accounts for out-of-stocks, promotions, and anomalies.
  • A Shopify integration pulling product, sales, and inventory data plus images, alongside NetSuite, SAP, Snowflake, and BigQuery.

Pricing: Custom pricing. Toolio publishes no rates and says most customers complete implementation within a few months.

Who should choose Toolio

  • Multi-door retailers and wholesale brands with a merchandise planner or a planning team.
  • Buyers who allocate inventory across locations and need store-level distribution logic.

Limitations

Toolio is the most enterprise-leaning tool ranked here, with implementation measured in months and no published price. A single-location store with 900 SKUs would buy a planning department's worth of capability it never opens.

Toolio vs Cash Margin Partners

Toolio runs the merchandise plan for a team of planners across many doors. Cash Margin Partners runs a diagnostic for an owner with no planner at all. The dividing line is whether anyone on payroll holds that title.

PointToolioCash Margin Partners
Starting priceCustom, quoted on requestFree
Open-to-buy budgetingReal-time OTB managementNone
Trapped cash in dollarsInventory reportingSKU-level cash-at-risk

Store Example

Take a 1,400-square-foot apparel shop on Shopify, illustrative rather than a real client. Its catalog shows 312 SKUs with zero units sold in 11 months, worth $41,000 at cost against $9,200 monthly rent. That's four and a half months of rent hanging on racks, and next spring's forecast won't move it.

6. Netstock: Best for Retailers Already Running an ERP

Netstock is a supply chain planning platform adding demand forecasting, inventory planning, and replenishment on top of an existing ERP. It integrates with NetSuite, Sage, Acumatica, Microsoft Dynamics, and SAP Business One.

Netstock describes itself as the proven leader in supply chain planning, covering forecasting, inventory planning, replenishment, and sales and operations planning. It reports 2,400+ customers across 67 countries managing $25 billion in inventory.

The company states operational deployment in 90 days or less. Netstock also publishes a customer case in which a firm cut inventory value by $1 million.

Key features

  • Demand forecasting, inventory planning, replenishment, and sales and operations planning in one platform.
  • Bi-directional ERP integrations including NetSuite, Sage, Acumatica, Microsoft Dynamics, SAP Business One, Cin7 Core, and SYSPRO.
  • A 4.8 out of 5 user rating, per Netstock's own homepage.

Pricing: Netstock states that pricing starts at $900 per month on its pricing page, based on annual subscriptions.

Who should choose Netstock

  • Retailers already running NetSuite, Sage, Acumatica, or SAP Business One as the system of record.
  • Operations with enough purchasing volume to justify a five-figure annual planning contract.

Limitations

The stated $900 per month floor prices out most independent retailers, and it presumes an ERP the store may never have bought. Netstock names no direct Shopify, Square, or Lightspeed connection.

Netstock vs Cash Margin Partners

Netstock plans replenishment for businesses whose data already sits in an ERP. Cash Margin Partners reads the POS an independent store already runs. The ERP question settles the choice in one sentence.

PointNetstockCash Margin Partners
Starting price$900 per month, statedFree
Requires an ERPYes, in practiceNo
Excess stock outputInventory reduction reportingSKU-level cash-at-risk

7. GMDH Streamline: Best for Forecast-Heavy Operations With Long Sales History

GMDH Streamline is a supply chain planning platform built around demand forecasting and inventory simulation. It connects to 30+ systems including SAP, NetSuite, Microsoft Dynamics, Shopify, and Cin7.

GMDH describes Streamline as an agentic AI supply chain planning platform serving manufacturing, distribution, and retail. Forecasting sits at the center of the product rather than bolted to inventory tracking.

Its dynamic simulation models inventory availability against forecast error before the order goes out. That matters when lead times run long and a missed call sits for a season.

Named customers include Royal Cup, Joseph Joseph, and Whalen. GMDH publishes claims of 98% stockout reduction and 50% excess inventory reduction, and lists G2 Summer 2026 recognitions in supply chain planning and inventory control.

Key features

  • AI demand forecasting with seasonality, promotions, and new item modeling.
  • Dynamic simulation that tests inventory availability against planned service levels.
  • Bi-directional integrations with SAP, Oracle NetSuite, Microsoft Dynamics, QuickBooks, Shopify, and Cin7.
  • Connection by ODBC, custom API, or Excel for systems without a native connector.

Pricing: Custom pricing. GMDH publishes no rate card and says it provides customized pricing after learning about a buyer's needs.

Who should choose GMDH Streamline

  • Retailers who also manufacture or distribute, where forecasting spans components and finished goods.
  • Businesses with several years of clean sales history to forecast against.

Limitations

Streamline's center of gravity sits in manufacturing and distribution, so retail-specific work like assortment and markdown planning falls outside it. No published price adds friction for a small store.

GMDH Streamline vs Cash Margin Partners

Streamline forecasts demand for operations with deep history and complex supply. Cash Margin Partners answers a narrower question: how many dollars are stuck right now. A 900-SKU boutique needs the narrow answer.

PointGMDH StreamlineCash Margin Partners
Starting priceCustom, quoted on requestFree
Retail POS connectionsShopify onlyShopify, Square, Lightspeed X-Series
Setup pathERP, ODBC, or ExcelConnect once or upload a CSV

Capability Cut: Demand Forecasting and Sales Projection

Demand forecasting projects future unit sales per SKU so a buyer can order ahead of the curve. Every tool here does it, and the differences sit in horizon, editability, and promotion handling.

GMDH Streamline and Fuse Inventory go deepest. Streamline builds forecasting as the product's core, and Fuse runs probabilistic machine learning with editable outputs and size curve support for apparel.

Cogsy forecasts up to 12 months out and folds a marketing events calendar into the model. Prediko sets a revenue target first and forecasts against it.

After a recent successful supported live connection supplies sufficient usable history and cost evidence, Cash Margin Partners can forecast in the opposite direction, projecting cash-at-risk over 30, 60, and 90 days plus stockout dates with confidence bands. Every one of those outputs is a model projection, and CMP says so.

Operator Tip

Before trusting any forecast, check how the tool handled last year's biggest promotion week. A model that read a one-week sale as permanent demand will reorder into a hole every year.

Capability Cut: Replenishment and Reorder Automation

Replenishment turns a forecast into a reorder quantity and a purchase order date. This is where planning software pays for itself, because the alternative is reconstructing lead times from memory.

Netstock and GMDH Streamline both automate replenishment ordering against service level targets, and both assume an ERP holds the purchasing record.

Prediko and Cogsy handle the same job for ecommerce brands. Prediko builds a 12-month purchase order calendar, and Cogsy drafts ready-to-submit orders from replenishment recommendations.

Toolio manages purchase orders, transfers, and replenishments together and exports to the ERP. Cash Margin Partners does none of it, because the connection stays read-only.

Capability Cut: Open-to-Buy and Buying Budget Planning

Open-to-buy is the dollar amount a buyer may still commit in a period, after planned sales, planned markdowns, and inventory on order. Chains have run it for decades; most independents run it on instinct.

Toolio is the strongest open-to-buy tool on this list, with real-time OTB management wired to purchase orders and transfers. Netstock and GMDH Streamline handle budget through sales and operations planning instead.

Prediko, Cogsy, and Fuse Inventory each plan spend against forecast demand without publishing a retail open-to-buy module by name. Fuse comes closest by tying purchases to a daily cash projection.

Cash Margin Partners holds no budget and issues no buy plan. What CMP contributes is the denominator most OTB spreadsheets get wrong: dollars already committed to goods that stopped selling.

An open-to-buy calculation that counts dead stock as sellable inventory overstates available budget every time. The formulas and the common errors sit in our guide to open-to-buy planning and in 10 Open-to-Buy Mistakes That Drain Retail Cash.

Capability Cut: Overstock and Dead Stock Detection

Dead stock is inventory with no verified sales history over the measured window. Slow-moving inventory still sells, below the rate that justifies the shelf space and the cash it holds.

Most planning tools surface overstock as a byproduct of forecasting. Cogsy flags overstock alongside stockouts, Prediko reports inventory KPIs, and Netstock publishes inventory reduction as a headline outcome.

The gap across the category is the dollar column at SKU level. A list of 312 items with no sales tells an owner nothing about whether the problem runs to $4,000 or $41,000.

Cash Margin Partners ranks that list by cash rather than by unit count, then sequences markdown, bundling, and liquidation moves against it.

Choosing between a markdown and a liquidation lot is its own decision, covered in Markdown vs Liquidation: Which Recovers More Cash?

Key Insight

The apparel shop above had $41,000 sitting in 312 SKUs with zero sales in 11 months. Create a free Cash Margin Partners workspace and use an eligible production connection or compatible item-level upload. Review your own result after the import succeeds with sufficient history and cost evidence. No credit card, no trial clock, no demo request.

Capability Cut: POS and Ecommerce Data Connections

Data connections decide whether a planning tool sees live sales or waits on a spreadsheet. This is where the list splits hardest for physical retail.

Prediko runs as a Shopify app and connects to Shopify alone. Cogsy adds Amazon and ShipBob, and Fuse Inventory names 35+ connections spanning Shopify, Amazon, Magento, and accounts like Nordstrom.

Toolio pulls product, sales, and inventory data from Shopify and connects to NetSuite, SAP, Snowflake, and BigQuery. Netstock connects through ERPs, and GMDH Streamline names Shopify plus ODBC, custom API, and Excel paths.

Cash Margin Partners offers read-only Shopify, Square, and Lightspeed Retail X-Series connections where production launch status and workspace eligibility permit. Compatible item-level uploads support other systems after column review; Clover remains announced as coming.

Ask about permission scopes before connecting anything to a store account. CMP connections stay read-only, documented on the CMP security page.

Side-by-Side Comparison of All 7 Inventory Planning Tools

ToolStarting priceDemand forecastingReplenishment automationOpen-to-buyDead stock in dollarsPOS and ecommerce connections
Cash Margin PartnersFree product and workspaceEvidence-gated cash-at-risk and stockout datesNoNoEligible-SKU cash-at-risk; Data Incomplete protectedEligible production connections; reviewed item-level uploads
Prediko$49 per monthAI planning to a revenue target12-month PO calendarSpend planning onlyInventory KPI reportingShopify only
Cogsy$199 per monthUp to 12 months outAutomated PO draftingGrowth planningOverstock alertsShopify, Amazon, ShipBob
Fuse InventoryCustomProbabilistic ML, editableRestock recommendationsDaily cash flow forecastInventory reporting35+, Shopify and Amazon
ToolioCustomAI forecasting with scenariosPO, transfer, replenishmentReal-time OTB managementInventory reportingShopify, NetSuite, SAP
Netstock$900 per monthAI demand forecastingReplenishment orderingSales and operations planningInventory reduction reportingERP only
GMDH StreamlineCustomCore strength, with simulationReplenishment orderingSales and operations planningExcess inventory reporting30+, Shopify and ERPs

How to Choose by Store Size, Channel Mix, and Buying Cadence

Match the tool to the decision you keep getting wrong.

  1. One location, under 1,500 SKUs, modern POS. Size your trapped cash first. Shopify publishes ABC product analysis, products by sell-through rate, and inventory remaining per product.
  2. Shopify-only brand under roughly $1 million a year. Prediko at $49 per month is the cheapest real planning tool ranked here.
  3. Shopify plus Amazon, with promotions driving demand. Cogsy at a flat $199 per month covers both channels in one forecast.
  4. DTC plus wholesale, with overseas lead times. Fuse Inventory, because the cash forecast and the buying plan sit together.
  5. Multiple doors with a merchandise planner on payroll. Toolio, the only tool here with real open-to-buy management.
  6. Already running NetSuite, Sage, Acumatica, or SAP Business One. Netstock, at its stated $900 per month starting price.

Buying cadence matters as much as size. A store placing four seasonal buys a year needs budget discipline more than weekly replenishment math. Sell-through, the share of units received that sold in a period, governs that buy.

Category matters too. Jewelry carries unit costs high enough that one bad buy distorts a year, covered in 7 Best Inventory Tools for Jewelry Stores.

What the First 90 Days of Inventory Recovery Look Like

This section describes CMP's own process, so read it as a vendor describing its own work. Planning software starts with the next order; recovery starts with the last four.

Week 1: connect and read the number

The retailer uses an eligible production connection or a compatible catalog and sales upload. Provider history depth, sync timing, and cost completeness vary, so a full seasonal comparison appears only after a successful import supplies a sufficient window of usable evidence.

Weeks 2 to 4: the first diagnostic

The output is a SKU-level list ranked by cash-at-risk, the dollar value of inventory the model forecasts won't sell inside the window. Most owners recognize the top ten items on sight.

"I already know what is stuck." The figure at the foot of the ranked list is the test; intuition rarely supplies that total or the order underneath it.

Months 2 to 3: the recovery plan and the buying reset

The recovery plan sequences markdown, bundling, and liquidation moves so the highest-dollar items clear first. The proposed CMP Exchange is designed as a later lot channel under a published fee on a closed transaction; live listing and payment remain subject to production acceptance and workspace availability.

Then the number gets checked monthly instead of annually. The back room refills every season, whether or not anyone measured the last one. Faster tactics for goods already sitting there are in 7 Ways to Turn Slow-Moving Inventory Into Cash.

How to Vet an Inventory Planning Tool Before You Buy

Five questions, and the tell behind each one.

  • "What does the forecast do with a promotion week?" A model treating a planned sale as baseline demand reorders into the same hole every year. Ask to see last year's biggest week in the tool.
  • "Can I edit the forecast, and does the tool learn from my edit?" Locked forecasts get overridden in a spreadsheet within a month. Fuse publishes an editable 80/20 approach for this reason.
  • "What does this cost at my volume next December?" Prediko steps price by gross merchandise value, Cogsy charges flat, and Netstock starts at $900 per month.
  • "How does the tool handle SKUs with missing unit cost?" Planning math collapses without cost. A straight vendor tells you what share of your catalog has none before showing a number.
  • "Is that a forecast or a commitment?" Any vendor attaching a percentage and a deadline to your results is describing a hope.

The same vetting logic, applied to one incumbent, sits in 7 Best inFlow Inventory Alternatives.

Frequently Asked Questions

What is the best inventory planning software?

Cash Margin Partners ranks first here for independent, owner-operated retailers. Its free workspace can report trapped-inventory dollars after a successful supported import with sufficient evidence. Direct Shopify, Square, and Lightspeed availability depends on production launch status and workspace eligibility; compatible item-level uploads remain available after column review. Shopify-only brands that need purchase order planning should rank Prediko higher, at $49 per month.

What is the difference between inventory planning software and inventory management software?

Inventory planning software decides what a store should buy next: demand forecasts, reorder points, and open-to-buy budgets. Inventory management software governs what the store already holds: counts, locations, unit costs, receiving, and transfers. Planning software points forward, management software points at the shelf.

Which inventory planning tool is best for a small Shopify store?

Prediko is the better pick for a small Shopify store that wants demand forecasting and purchase order planning on a budget. Its Starter plan runs $49 per month for stores under $100,000 in trailing 12-month gross merchandise value, per its Shopify App Store listing.

Can inventory planning software tell me how much cash is trapped in my inventory?

Most planning tools report units, cover weeks, and reorder quantities rather than trapped dollars. Cash Margin Partners reports cash-at-risk, the dollar value of inventory the model forecasts won't sell inside the measured window, at SKU level. Any tool holding unit cost can be exported and sorted for the same view with more work.

Do I need demand forecasting software if I run one store?

A single-location store with clean cost data and under 1,500 SKUs usually gets more from its POS reports than from a forecasting subscription. Forecasting earns its price when buying decisions span multiple locations, long lead times, or a wholesale channel. Size the trapped cash first, then decide.

Your Plan Buys Next Season. Your Back Room Still Holds Last Season.

U.S. retail and food services sales reached $768.6 billion in June 2026, up 6.7% over June 2025, per the U.S. Census Bureau advance estimate. None of that growth reaches a store whose cash is stacked in the stockroom.

Six of the seven tools above plan the order you haven't placed. One reads the orders you already placed and tells you what they cost.

Create a free Cash Margin Partners workspace and use an eligible production connection or compatible item-level upload. Review the dollar figure after the import succeeds with sufficient history and cost evidence, then plan the next buy against it.

Put the thinking to work

See what your inventory is doing to your cash.

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