Send Planner
List Send Plans
List send plans — working plans, scenarios and weekly send runs — newest first.
Create Send Plan
Calculate a new send plan in the background: how many units of each product to send from your warehouses to every enabled marketplace network. Returns 202 immediately with the plan in `calculating` status; poll Get Send Plan until it is `ready` (or `failed`, with `error` explaining why).
Get Current Send Plan
Get the latest ready working plan, plus the working plan currently calculating (if any). Use this as the entry point: `plan` is what to act on, `calculating` tells you a newer plan is on the way.
Compare Send Plans
Compare up to four plans side by side — typically the working plan against one or more scenarios. Plans are returned in the order of `ids`; unknown IDs are skipped.
Get Send Plan
Get one send plan with its resolved policy and totals. Poll this after creating a plan until `status` is ready or failed.
Archive Send Plan
Archive a plan or scenario. The plan is kept (status becomes archived and archived_at is set) and is hidden from List Send Plans unless filter[archived] is archived or all. Scenarios untouched for 30 days are archived automatically.
Export Send Plan
Download a plan as CSV or XLSX: one row per product and network, with velocity, stock positions, need, suggested / override / final quantity, cases, cover before and after the send, the network's own recommendation, exception flags, and the product's source pool (available, protected, sendable, short).
Promote Scenario
Turn a scenario into the working plan: a new working plan is calculated in the background with the scenario's scope and rule overrides, and its parent_send_plan_id points at the scenario. Returns 202 with the new plan's ID.
Rebalance Send Plan Products
Re-share the source pool for some products of a ready plan after you have overridden lines. Every line with an override keeps its quantity (as do any lines listed in pinned_line_ids), and the rest of each product's sendable stock is shared again among that product's other networks. Pools and plan totals are recalculated.
List Send Plan Products
List a plan's results one product per row: the product, its source pool (available, protected, sendable, total need and send, shortfall, units left over, and `pool.sources` — per source warehouse: available, kit-buildable and inbound units with the nearest inbound ETA and reference, and whether it serves your own orders), product-level flags, and that product's line for every network nested in `lines`.
Get Send Plan Product Detail
Everything the plan knows about one product: its source pool (`row`), every network line with its source lanes, step-by-step `explanation` and `events` (the audit trail of overrides, resets, resolutions and carry-forwards: event, from/to quantity, reason, note, user and time), the plan's source warehouses, incoming supply at those warehouses (open purchase and manufacturing orders, with the nearest ETA in days), and whether the product is a kit or manufactured — useful for deciding how to close a shortfall.
Update Send Plan Line
Override the quantity to send on one line. The override is audited, the product's pool and the plan totals are recalculated, and the override carries forward into the next working plan while the line is still pending.
Reset Send Plan Line Override
Clear a line's override so it goes back to the suggested quantity. The product's pool and plan totals are recalculated.
Reset Send Plan Lines
Reset many lines at once back to the plan's suggested quantity, clearing their overrides. Each reset is audited per line, held stock for the line is released, and the plan totals are recalculated once.
Apply Network Recommendations
Set send lines to the network's own recommendation (today: Amazon's Restock report quantity on FBA lines), in one step. Each changed line is recorded as an edit with the reason `network_recommendation`, the same as editing it by hand, and the plan totals are recalculated once.
Resolve Send Plan Line
Record how an exception on a line was handled, for the send-run checklist. A resolution of `skip` also marks the line skipped so it is not drafted; any other value (for example `accept`, `expedite`, `build`) is stored as given. Send `null` to undo a resolution.
Plan Production for Send Plan Product
Put a manufactured product's or kit's shortfall on the Master Production Schedule as demand, so the next MRP run plans production for it. There is one planner demand line per product and warehouse: raising it again (a newer plan, a different date) replaces the earlier one instead of adding to it. Get Send Plan Product Detail returns the suggested values in `production`.
List Send Run Approvals
Get the per-network approval state of a send run. Drafting from a send run needs every network with units approved at its current quantity; an approval no longer counts once that network's units change (an override, a rebalance).
Approve Send Run Network
Approve one network's send in a send run at its current quantity. Approving a network already approved at that quantity changes nothing; an approval of an older quantity is replaced, and the replacement is recorded.
Withdraw Send Run Network Approval
Withdraw the approval of one network's send in a send run. The withdrawal is recorded in the history.
List Send Plan Drafts
List the inbound drafts created from a plan — one per destination network and source warehouse — with their status.
Create Send Plan Drafts
Hand a plan's lines to each network's own inbound flow. Lines are grouped into one draft per destination network and source warehouse, and drafts are created in the background (returns 202 with the pending drafts). Groups fail independently, so one network's error never blocks the others — check List Send Plan Drafts, and retry failed ones with Retry Failed Send Plan Drafts.
Preview Send Plan Drafts
Preview the draft groups a Create Send Plan Drafts request would make, without creating anything: one group per destination network and source warehouse, with its lines and units, and the options that network's own create flow offers. Pass the chosen options back in Create Send Plan Drafts `groups`.
Retry Failed Send Plan Drafts
Queue failed draft groups of a plan again. Returns 202 with the drafts being retried.
Draft Available Send Plan Quantity
Draft the quantity available now for a failed group whose source has fewer units than the plan assumed. Each short line is cut to the stock at that source (whole cases, never under the network's per-line minimum) as an audited edit with the reason stock_changed, and the group is drafted again with its stock held, in the background.
Hold Send Plan Stock
Hold the source-warehouse stock for a plan's lines without creating drafts yet, so other orders cannot take it. Stock is held all-or-nothing per draft group (destination network and source warehouse): groups whose source has every unit are held, and short groups are reported in `short_groups` and left unheld. Holds expire after the planner's hold window (72 hours by default) unless handed to a draft.
Release Send Plan Stock Holds
Release held source stock for a plan's lines. Holds already handed to a network draft are left alone (they are released by that draft).
Preview supplier POs (supplier-direct sends)
Preview the draft purchase orders that **Draft supplier POs** would create from the plan's supplier-direct suggestions, before anything is created: one entry per supplier × fulfillment network with its SKUs, units, estimated cost, lead time and arrival date, and the supplier's prep notes for that network. Nothing is created or changed.
Draft supplier POs (supplier-direct sends)
Create draft purchase orders from the plan's supplier-direct suggestions: what your warehouses can't cover of a network's need, ordered from a supplier that ships straight to that network (supplier profile → Ships to Fulfillment Networks). One draft PO per supplier × network, delivered to the network's warehouse, quantities rounded to whole cases and at least the supplier's minimum; the PO's expected delivery date is today + that supplier's lead time for the network. Each line is priced at the supplier's price for the product, or its average cost when the supplier has no price (or a $0 price). Nothing is sent to the supplier: the POs are drafts. Use **Preview supplier POs** first to see what would be created. A suggestion that already has a PO is skipped. The next plan counts the PO as on its way to the network (line `inbound`, `meta.on_order`), so the units aren't suggested again.
Download Send Plan Manual Entry Sheet
Download the per-SKU list for entering a manual draft group in the network's own portal (for example an Amazon AWD inbound order created in Seller Central), as CSV.
List Send Plan Draft Transfer Targets
List where a manual draft group's follow-up warehouse transfer may go: the network's own warehouse first, then your own warehouses and 3PLs, never the group's source.
Create Send Plan Follow-up Warehouse Transfer
Follow a manual draft group with a draft warehouse transfer from its source to the network's warehouse (default) or another of your warehouses that feeds it. The planner's stock hold moves onto the transfer lines and is released when the transfer is opened.
List Send Networks
List every marketplace fulfillment network the planner can send to (Amazon FBA, Amazon AWD, Walmart WFS, TikTok FBT — whichever integrations you have connected), with the rules that apply to each.
List Send Network Insights
List per-network notices for the planner: marketplace stock that is not mapped to a product, listings worth converting to the network, and the network's own replenishment settings the planner inherits. Today Walmart WFS provides them; one entry per WFS destination.
Update Send Network Rules
Save the planning rules for one network destination. Applies to plans calculated from now on; existing plans keep the rules they ran with.
Refresh Network Recommendations
Ask the network for a fresh copy of its own replenishment recommendations. For Amazon FBA this requests a new Restock report from Amazon (the same request as the FBA replenishment screen's refresh); it is followed as a background job, and the next plan calculated after it finishes uses the new numbers.
Refresh Network Inventory
Ask the network for a fresh copy of its stock — for Amazon FBA a new FBA inventory report, for Walmart WFS an inventory sync. Use it when a plan failed because a network's stock snapshot was out of date, then recalculate once it finishes. Each plan's `policy.networks.{id}.inventory_refreshable` says whether a network supports it.
List Network Product Rules
List the per-product rules for one network destination: products excluded from that network, or given their own target days, weight, seed units, listing multiplier, storage type or case GTIN.
Upsert Network Product Rule
Create or update one product's rule on a network destination (one rule per product and destination).
Delete Network Product Rule
Delete a per-product network rule; the product goes back to the network's rules.
Save Send Lanes
Create or update source → destination lanes: which of your warehouses may supply each network, in what priority order, and with what lead time. Each lane is upserted by its source and destination pair.
Save Send Source Settings
Choose which source warehouses ship your own direct / wholesale orders. The stock protected for those orders comes off these warehouses first; the others can send everything they hold.
Upsert Network Capacity Limit
Set a network's storage capacity limit for a month (one limit per destination, month and storage type). Plans trim sends that would exceed the current month's limit, lowest priority first, and flag the trimmed lines capacity_cap.
Delete Network Capacity Limit
Delete a monthly capacity limit.
Get Send Planner Settings
Get the account-wide send planner defaults.
Update Send Planner Settings
Update the account-wide send planner defaults. Send only the settings you want to change.
Get Transfer Destinations
List your own warehouses and 3PLs and whether the planner stocks each one by warehouse transfer.
Update Transfer Destinations
Choose which of your own warehouses the planner stocks by warehouse transfer. Applies from the next calculation.
Get the AI approval summary
Everything a one-click approval of a send plan approves, calculated from the plan (the AI only words the narrative): totals (units, cases, estimated weight in lb, volume in ft³, pallets, value at average cost, SKUs, kept for self-fulfilled orders, stock-outs before arrival, shortfall, supplier units/value); per destination the same numbers plus sources, draft groups, reasons and checks before shipping; supplier orders shipped direct (supplier × destination, units, value, lead time, ETA, prep notes); lines already drafted; the SKU closest to running out; what changed since the previous full working plan; a plain `narrative`; `approvable` (why this plan can't be approved here, or null — scenarios and send runs aren't); and the latest `approval` with its run state.
Approve & run
Approve the plan as summarised and run it: hold the source stock (unless `hold` is false), queue every network draft for the destinations kept in, create the draft supplier POs for the supplier orders kept in, and record the approval (who, when, the numbers approved, what was left out). Nothing is submitted to Amazon, Walmart or TikTok.
Word the recommendation with AI
The recommendation in the AI's words (2–4 sentences, using only the summary's numbers), or the plain summary when AI is off or fails. Response: `narrative`, `source` (`ai` | `plan`) and the `fingerprint` it was written for — show it only when it matches the summary on screen. Needs `send_planner.view`; API tokens: `send-plans:read`.