Send Planner: Set up

Start here. These pages explain what the Send Planner decides and get it ready to plan: connect a fulfillment network and calculate your first plan, then set the rules every plan uses. Everything you set here lives on the Network rules tab of Inventory → Send Planner and applies from the next calculation.

To…	Go to…
understand what the planner does, which networks it plans, how a plan is built, what runs on a schedule, and when to use it instead of Demand Planning	How the Send Planner works
connect a network, check permissions and calculate your first plan	Set up the Send Planner
set the planner settings and each network's targets, floors, priorities and receiving blackouts	Set network rules
control which warehouses ship to which network, which ship your own orders, and which the planner leaves out	Choose where sends ship from
plan sends to your own warehouses or a 3PL, drafted as warehouse transfers	Stock your own warehouses and 3PLs by transfer
cap what a network can take each month	Set network capacity limits
make an exception for one product at one network	Set product overrides

Related

• Read the send plan: what to do once the first plan is in.
• Send Planner permissions: who can view, change and draft.
• Demand Planning: what to make and buy in total.