Everything you need to set up and use Ventorie.
Getting Started with Ventorie
Create your account, connect your first integration, and get your supply chain data flowing.
The setup walkthrough
A guided, resumable wizard that fully sets up your business — data imported, channels connected, planning live — in about 30 minutes.
Connecting Shopify
Sync products, orders, and inventory between your Shopify store and Ventorie with a one-click OAuth install.
Connecting Amazon
Connect Amazon Seller Central via the Selling Partner API to sync FBA inventory, inbound shipments, and orders.
Connecting ShipBob
Pull live fulfillment-center inventory from ShipBob, and unlock receiving orders (WROs), lot enrichment, and billing import.
Connecting ShipMonk
Pull live warehouse inventory, lot/expiration data, and bundle definitions from ShipMonk.
Connecting QuickBooks Online
Connect QBO via OAuth, then map the accounts Ventorie uses for COGS journal entries and AR invoices.
Your First Replenishment Plan
From connected data to a draft purchase order: set lead times, review Action Items, and create POs in one click.
AI Inbox Overview
Ventorie reads your vendor and customer emails, classifies them, and proposes the exact records to create — you approve.
Connecting Gmail, Outlook & the Forward Address
Hook one or more Gmail or Outlook mailboxes into the Inbox, choose the watch label or category, and use the forward address for everything else.
Classifications: Teaching Ventorie What Your Emails Are
Every built-in classification is editable, you can author your own, and rules can fire on top of whatever an email is.
Reviewing and Approving Proposals
What a proposal card contains, how to fix line matching, and what Approve and Reject actually do.
Teaching the AI & Auto-Approve Rules
Correct a one-off analysis, save standing instructions per sender, and put trusted senders on full autopilot.
Follow-ups: Awaiting Replies, Nudges & Escalation
How Ventorie chases unanswered payment questions, freight requests, and case conversations — and when it hands the thread back to you.
Cases: Tracking Vendor Conversations to Resolution
Open a case for anything a vendor owes you an answer on — Ventorie attaches the email thread and tracks whose move it is.
Browser Automations (portals with no API)
Teach Ventorie a web portal that has no API — a testing lab, a manufacturer's approval site — by doing the task once. Ventorie then repeats the submission for you, always behind your approval.
Vendors & Payment Terms
Set up a supplier once — contacts, currency, and payment terms — and Ventorie schedules every deposit and balance for you.
Purchase Orders: Lifecycle & Statuses
Create POs, move them through their lifecycle, email them to vendors, and close them out — including short.
Shipments & Packing Manifests
Track each batch of a PO with its own shipment, carrier tracking, and a declared manifest that pre-fills receiving.
Creating a Receiving Order (WRO)
Turn a PO shipment into a fully planned receiving order in your 3PL — box plan, lots, receiving FC, even multiple POs in one truck — via the Book freight and Send parcel labels workflows.
Booking Freight (Pickup Requests & BOL)
The Book freight workflow creates the receiving order, emails your carrier/ShipBob AM a templated pickup request with box labels attached, and chases the BOL — nudging until answered.
Receiving Stock & Landed Costs
Record receipts against a PO, capture lots per line, and keep unit costs honest with freight and duties.
Lots, Consumption Rules & COAs
Track lot numbers and expirations, control which lot ships first (FIFO/FEFO), and find the COA for any lot in seconds.
Replenishment: Action Items & Planning
How the planning engine decides what to order or move, and how to act on it in one click.
Packaging Planning
Plan jars, labels, and boxes with coverage targets — packaging demand is derived from the finished goods that consume it.
Lead Times
The three time inputs planning runs on — manufacturing, inbound shipping, and warehouse transfers — with learned actuals.
Distributing a PO Across Warehouses
Split an inbound PO across fulfillment centers by stock balance or sales share — with earmarks that pass through to FBA.
Forecasts & Stock Alerts
Days-of-cover and act-by dates for every position, with alert levels and per-FC drill-down.
What Syncs with QuickBooks
The full scope of the QBO integration: AP bills both directions, AR invoices and payments, monthly COGS, and daily monitors.
Monthly COGS Journal Entries
Review a month's cost of goods sold, then post one clean journal entry to QuickBooks — the A2X model.
Packaging Costs: From Label Bill to COGS
How the cost of labels, bottles, and boxes flows into your finished goods and lands in COGS when the product sells — in plain language.
Deposit & Bank-Match Monitoring
Two daily checks that catch payments stuck in Undeposited Funds or missing from the bank feed.
Multi-Currency
Buy in vendor currencies, invoice in customer currencies, and keep base-currency reporting exact and reversible.
Integrations Overview
Every supported connector, sync modes and schedules, webhooks, and how long syncs behave.
Zapier & API Keys
Connect Ventorie to Zapier (or any automation tool) with an API key: triggers for POs, low stock, and vendor replies; actions to create POs, adjust inventory, and open cases.
Billing & Plans
The 30-day full trial, the three plan tiers, annual pricing, add-ons, and managing your subscription.
Team & Roles
Invite teammates with one of six roles, understand what each role can do, and how owner protections work.
Notifications & Slack
In-app bell, real-time emails, a daily digest, Slack DMs — and per-event control over what reaches you.
The Automation Control Center
Everything Ventorie has learned or does on its own — auto-approve rules, teachings, chat memory, learned vendor names, and timing.
Appearance: Light & Dark Mode
Switch Ventorie between light, dark, and system-matched themes from the avatar menu.
Contacting Support
How to reach us, what to expect from our AI-assisted support, and how to get a human whenever you want one.