Guides
Make your first stock plan.
Start with the stock you have, the sales you know about, and the next order to review. Then use the guides below for the work your team needs to do.
Start here
- Step 1Getting started with Skuvelo
The first week, in order — bring your data in, establish your counts, and read your first reorder recommendation.
- Step 2Counting and adjusting inventory
Run a cycle count from plan to posted history, and write off damaged or broken stock with a one-off adjustment when a count isn't warranted.
- Step 3Understanding planning and replenishment
Read the buy plan, understand recommended-vs-order quantity, and override a forecast when you know something the system doesn't.
Browse by task
Start your first plan
- Change connector settings and sync on demandRename a connection, choose which locations count toward a channel's stock, run a sync now, and read the sync history.
- Check connector healthSee for every connection when it last synced, how often its syncs fail, when its credential expires, and how far behind it is.
- Compare your channelsSee which channel is syncing badly, selling least, or waiting longest for a payout, side by side over 7 or 30 days.
- Connect Walmart (beta)The Walmart Marketplace beta connects a Walmart sandbox account only, read-only, so you can see Walmart orders land in Skuvelo before production access exists.
- Connecting your sales channelsWhat's in the integrations directory, what each connector actually does today, and how to connect one.
- Counting and adjusting inventoryRun a cycle count from plan to posted history, and write off damaged or broken stock with a one-off adjustment when a count isn't warranted.
- Create an item with its supplier termsWhen you create an item, enter its supplier terms, link it to a listing that already has orders under its SKU, and get a first order recommendation before it has a history.
- Fixing a failed or partial spreadsheet importWhat a partial import means, the most common causes, and how to correct just the rows that failed.
- Getting started with SkuveloThe first week, in order — bring your data in, establish your counts, and read your first reorder recommendation.
- How your sales reach QuickBooksWhat Skuvelo posts to QuickBooks and what it deliberately does not — which date your income lands on, why your items hold no quantity there, and what a return looks like.
- What Skuvelo uses to planWhat connections, imports, history, roles, and devices contribute to planning, and where the limits are.
- What to expect after your first importThe path from a connected store to a working reorder loop, and how long each step really takes.
Plan stock, orders, and cash
- Act on Skuvelo's rebalancing suggestionsWhen one location is short of a SKU and another has spare units, Skuvelo suggests rebalancing before you buy. Every suggestion is listed in one place, and the buy plan shows each buy already net of it.
- Adding a new supplierCreate a supplier record so it can be picked on any purchase order, and set the defaults new orders copy from it.
- Alerts and notificationsWhat Skuvelo tells you without being asked — items running short, approvals, stalled approvals and connection problems — and how to choose who hears about each one, by email or in the app.
- Building bundles from the product pageMake a product a bundle of other products, change what it contains, and see how bundle sales add demand to each component.
- Cancelling part of an orderCancel some or all of an order's unshipped units, choose whether the stock goes back to available, and read what the order says afterwards.
- Chase vendor creditsSee which suppliers owe you a credit for returned stock, how long you have waited, and get a reminder when a credit is overdue.
- Choose the columns you see, once for every tableHide and reorder columns on Purchasing, Orders and Inventory, keep the layout in a saved view, and make one choice — such as no money columns — your default on every table.
- Creating and managing purchase ordersTurn buy-plan recommendations into draft purchase orders, approve and receive them, and keep an eye on supplier performance.
- Deleting, archiving or pausing a productRemove a product you added by mistake, retire one that has history, or keep it but stop Skuvelo suggesting orders for it.
- Dispute a marketplace payoutWhen a marketplace pays less than expected, export the evidence, tell Skuvelo the claim is filed, and record what you got back — or accept the difference with a reason.
- Does Skuvelo send stock or reorder alerts?Skuvelo alerts you in the app and by email when an item will run short before a new order could arrive. Here's what triggers it, what doesn't, and where to check the numbers yourself.
- FBA reason codesHow Skuvelo pairs each change Amazon makes to your FBA stock with Amazon's own reason code, or marks it Unmatched.
- From dollars at stake to a cash planHow to turn the dollars at stake on Today into a week-by-week cash plan — put what you know into the Plan, see the orders it recommends, and read the cash curve in Finance.
- How returns change your forecastReturns never shrink your demand forecast. What Skuvelo suggests you buy accounts for a returned item only once it is back in sellable stock.
- Import a supplier price listSet supplier cost, MOQ, order multiple, case pack and lead time for many items at once from a CSV, a Google Sheet or a file your AI assistant staged — and keep a Google Sheet in sync so nobody has to re-upload it.
- Keep lead times trueWhen receipts show a supplier delivers slower or faster than the lead time on file, apply the observed lead time in one step, and undo it if needed.
- Let customers request returns with a linkCopy a return link from a shipped order and send it to your customer. They choose the items and a reason, and the request waits for you to authorize it.
- Moving stock between locationsMove stock between two locations with a transfer — draft it, approve it, pick and ship it, then receive it at the other end, with on-hand tracked correctly at both.
- One plan across every place you sellEach channel reports on itself. Skuvelo runs one plan–forecast–replenish–monitor–learn cycle across Amazon FBA, Shopify, WooCommerce, a spreadsheet, and whatever channel comes next.
- Overdue shipmentsGet one alert when an inbound shipment passes its ETA with none of it booked in, and see how the plan moves its arrival and your run-out dates.
- Profit by SKUSee what each item earned across every channel after cost, fees and ad spend, which fees the marketplace settled and which are still estimated, and how that profit carries into the cash plan.
- Reorder points and safety stockHow Skuvelo works out each SKU's reorder point and safety stock, which settings steer them, and how they decide what lands in the buy plan.
- Restock Amazon FBAHow Skuvelo decides how many units to send to Amazon FBA and by when, from your Amazon sales, the days a shipment takes to reach Amazon, and the 28-day and aged-stock rules, how a send is drafted, and how your storage limit is shared out.
- Restock the shop floorHow Skuvelo builds a weekly restock list for each store from a shop floor minimum you type, and how the central buy stays at the warehouse until a store needs it.
- Returns that start in your sales channelA return request or a restocked exchange on Shopify, or a merchant-fulfilled return on Amazon, arrives in Skuvelo as a draft for you to confirm, so you don't have to type it in again.
- See margin by SKU and channelSee what each item really earned on each channel after cost, marketplace fees and ad spend, with every figure traced to the order, settlement or ad report it came from.
- See why a purchase order is held and who approves itA held purchase order names the rule that holds it and who it is waiting on, shows what approving it does to cash and stock cover, and keeps every decision and reason in its approval history.
- Send tracking to Skuvelo with your own AI agentLet your own Claude or ChatGPT find tracking numbers in supplier and forwarder email and send them to Skuvelo, with copy-paste prompts and the do's and don'ts.
- Set a minimum and maximum for an item at one locationHold a warehouse, store or FBA node to its own min/max for an item. Below the minimum, Transfers suggests topping the location up to its maximum.
- Setting up product variantsTurn one product into a family of options such as sizes, and see how variants are listed and when they can be deleted.
- Ship and track orders with your own shipping accountBuy shipping labels through your own linked Shippo account and keep tracking flowing back into the order automatically.
- Supplier data from your integrationsHow Shopify, Wix and QuickBooks fill in suppliers, unit costs, payment terms and lead times, where each value came from, and what to do when two sources disagree.
- Talk through a PO with your team firstPost comments on a purchase order's own page so your team can settle open questions before anyone acts on it.
- Try a forecast scenario before you commitSave your forecast changes as a named scenario, set its units, cash and channel cover beside the forecast you run today, adopt it, and switch back if it was the wrong call.
- Two warehouses: rebalance before you buyWhen a SKU is stocked or sold from more than one warehouse, 3PL or Amazon, the buy plan shows each one's own numbers, can recommend using stock you already own before buying more, and raises the order when one of them cannot borrow stock.
- Understanding planning and replenishmentRead the buy plan, understand recommended-vs-order quantity, and override a forecast when you know something the system doesn't.
- Wholesale price tiersSet quantity-based wholesale prices for a product, for every wholesale buyer or just one, and see which price an order uses.
- Why did we order this? PO memory and combining ordersSee why a line was ordered at the quantity it was, and combine open orders to the same supplier into one.
- Work a queue in bulkSelect several recommendations, purchase orders, approvals or sales orders at once and act on all of them in one step — with every order still checked on its own, and anything that could not be done named.
Keep your data and stock accurate
- Choosing a reporting periodPut Finance and Reports on the window you actually want — last month, a quarter, or your own dates — and see how each figure moved against the period before.
- Correct synced products with a spreadsheetWhat to do when the products upload says it is locked: correct fields on a channel-owned catalogue without disconnecting anything.
- Counting without signalHow counts, transfer shipments and receipts keep working in a dead wifi patch — figures are saved on your phone and sent when it reconnects, exactly once.
- Exporting your dataEvery screen that exports to CSV, and how to download your workspace's data in one file, with what that file leaves out.
- How you value stockChoose average cost or first in, first out for a workspace, and when that choice can change.
- Let Skuvelo tell you what to countHow Skuvelo decides which SKUs are due for a physical count, the ABC classes and cadences behind it, and where to turn on auto-planning.
- Photograph a return at inspectionRecord what condition a returned item came back in, with a grade and pictures, before deciding what happens to it.
- Printing bin and SKU labels for a countPrint bin and SKU labels for the lines on a cycle count, so counters scan a bin to jump to its line, and see count sheets in aisle and bin order.
- Reading the inventory accuracy reportSee how far your posted cycle counts landed from what Skuvelo expected, by month, by location and by the person who counted.
- Recategorising or rebranding many items at onceSet or clear the category or brand of up to 500 existing items in one step with Bulk maintain.
- Report damage from the floorWarehouse staff can flag damaged or missing stock without touching the count themselves - an owner, admin, or planner decides what actually posts.
- Review import history and resolve conflicts in bulkFind what every past import did, open its row-by-row report, and settle a whole catalogue of held values in one action.
- Scan barcodes on a count, transfer or shipmentUse a camera or a handheld scanner to find the right line on a count, build a transfer, and check every item before an order ships.
- Scheduled reportsHave a report emailed every day, week or month, at the hour you choose in the time zone you choose, to a teammate or to someone outside the workspace such as your bookkeeper.
- Why a connected store can look out of sync when it isn'tSync runs on an interval, not instantly — the honest worst case for stock and order updates, and when a delay or a mismatch is a real fault.
Work with your team
- Add and remove people, transfer ownership, and get back inInvite and remove teammates, transfer ownership, and get back in when nobody can sign in.
- Asking a person, and seeing your own figures, in HelpWhen Help shows a figure from your own account, what it will and won't show, and how "Ask a person" sends your question to support without you retyping it.
- Build your own access profile and end someone's sessionsName a set of permissions once, give it to several people, and sign a person out of every device.
- Control what your AI assistant can doSet how long an unused AI connection lasts, take a capability away without disconnecting, and read the weekly report of what each assistant did.
- Invite your team and choose rolesInvite several people at once, see exactly what each role can do before you pick it, and manage the team from your phone.
- Keeping your account secureSee where you're signed in, get alerted to new sign-ins, and sign out anything you don't recognise.
- Limit a team member to one warehouse or channelGive someone access to only the locations, sales channels, suppliers, brands or categories they work with.
- Managing your team and rolesThe mechanics of inviting people, assigning a role, and reading the permission matrix.
- Review activity and what your AI assistant didFilter the activity log by person, area and date, export it, and see exactly what a connected AI assistant read and changed.
- Setting up single sign-onConnect your identity provider so members sign in through it instead of a Skuvelo password.
- Team roles and what each one can doWhat each of the seven roles can do, and what roles cannot express.
- Turning on two-factor authenticationAdd an authenticator-app code to your password, keep backup codes, and require two-factor for your team.
- Using Skuvelo on your phoneThe dock, the More sheet, and the context rails that make the full workspace usable from the shop floor, not just a desk.
- Using the Skuvelo appThe app you download from the App Store or Google Play — Today, Work, Scan, Stock and Me, approving an order inside the app, and why the installed app looks different from the website.
Decide if Skuvelo fits
- When Skuvelo is not the right fitSkuvelo is not right for everyone. It plans what to buy and send in for finished goods — not a factory system, a warehouse picker app, or your accounting software.
- When the spreadsheet stops being enoughDecide when a shared plan will save manual checking: look at uncertainty, supplier lead times, money tied up, and the places you sell.
- Who Skuvelo is forSkuvelo is for people who sell physical products and run a restock cycle — plan, forecast, replenish, monitor, learn — from one picture, whether that starts as a spreadsheet or a live connection.
Account and billing help
- Canceling your subscription and what happens to your dataHow to cancel from Settings → Billing, what access you keep until the period ends, and what happens to your data afterwards.
- Find your invoicesSee your recent invoices, amounts and status in Skuvelo, and how you're told before a daily limit is reached.
- How billing worksOne plan at $59.99 per organization per month — what you are billed, when it renews, and where to manage it.
- Run more than one storeSwitch between your own Skuvelo workspaces in one click, without signing out.
- What happens after a failed paymentWhat a failed charge actually changes, how the grace period works, and how to get your account back to normal.