Guide
Getting started with Skuvelo
The first week, in order — bring your data in, establish your counts, and read your first reorder recommendation.
Your first plan
Four steps, in order.
Bring data in
Connect a supported sales channel and upload supported files as needed. See how to bring in a spreadsheet.
Establish on-hand
Use a physical count or opening balance. Connector stock is an observation where supported, not proof of what is on the shelf.
Observe and check
New connections start in Observe. Check for a healthy sync and real product and inventory counts; nothing is written back and no purchase order is created.
Review the first recommendation
After onboarding, Assist may draft reorder or purchase work. A person approves every financial commitment, including a valid “not yet” decision.
A thin history can make early recommendations conservative or incomplete; it improves as real history accumulates.
Bring your data in
There are two ways in, and they combine — most people use both.
- Connect a sales channel. A connection brings across your products and your order history, which is what the forecast is built from.
- Upload a spreadsheet. Products, stock levels, and order history can each be uploaded on their own, so you do not have to connect a store to start. See bringing your data in from a spreadsheet.
One thing worth knowing before you upload history: status matters on every order row. History that already shipped needs status: fulfilled. A blank status is rejected, rather than guessed as open, because an open order would reserve stock and contribute no shipment demand to a forecast or reorder recommendation.
Establish your on-hand counts
A channel connection can bring stock observations where that connector supports them, alongside products and order history. It is not the authority on what is physically on your shelves. Establish on-hand quantity with your own spreadsheet count or opening balances entered in the product (the setup guide's Record opening balances step). Until that happens, treat the stock figures as unestablished rather than ready for planning.
This is deliberate. Inventory accuracy is the whole point of the product, and a number imported from a source that was never counting is less useful than an empty field, because it looks like an answer.
Let it observe before it acts
Every new connection starts in Observe mode. Skuvelo reads your data and shows you what it sees; nothing is written back to your store and no purchase order is created for you.
After onboarding the default is Assist mode: Skuvelo drafts the recommendation — a reorder, a purchase order — and you approve it. Nothing becomes a financial commitment without an explicit approval from a person.
A thin history is expected at first and is not a problem to fix. Forecasting works from real sales history, so a connection that is a day old can show conservative or incomplete recommendations because there is not much to work from yet. That resolves on its own as history accumulates.
To tell whether setup is progressing, use this as an observational checklist, not a promise about timing:
- Products lists the items you will plan from.
- Replenishment shows the first reorder recommendation for you to review, even when the answer is "not yet".
If you are well past your first sync and still seeing neither of the signs above, that is worth a closer look.
Set your workspace time zone
A new workspace runs on UTC. When your browser is in a different zone, an owner or admin sees one question on Today: run the workspace on your zone, or keep UTC. It is asked once per workspace — whoever answers first settles it for everyone, and it does not come back on other pages. Change it later in Settings → Organization; today and due dates follow that zone for the whole team.
Try the plan on your own stock.
Start a trial with your own sales and stock, or look around the live demo first.