Shopify retail planning, open to buy, and stock take platform

Shopify Open to Buy
and Stock Take Software for Retail Teams

Ezy-OTB brings Shopify sync, open to buy planning, forecasting, inventory planning, stock take, purchase orders, readiness checks, and reporting into a single workspace for store teams and planners. The platform works with Shopify products, inventory, and orders, and gives retailers a more structured way to plan buying decisions and keep stock accurate.

Shopify products, inventory, and orders syncOpen to buy planning with forecast contextStock take and reconciliation workflowsTransfer stock between stores with trackingOTB readiness checks before planning
Operations Dashboard
Forecasting
Live
Inventory Alerts
Flagged
PO Pipeline
Connected
Readiness
Ready
Background Sync
In Progress
OTB Readiness
Reviewed
Platform Areas

What Teams Can Do in Ezy-OTB

Practical workflows built around Shopify planning, execution, and review.

Forecasting Workspace

Generate forecasts using seasonal decomposition, exponential smoothing, or moving average, then review, adjust, and approve planning rows by store context.

Stock Take and Reconciliation

Run structured stock count cycles with scan and manual count entry, review and approve variances against expected stock, complete recounts where needed, and finalize adjustments back into inventory for accurate planning.

Transfer Stock Between Stores

Create and track inter-store transfers with product line selection, approval and status workflows, shipment and receiving updates, and destination SKU or barcode mapping support.

Purchase Orders and Receiving

Create and manage purchase orders, track lifecycle status from draft to received, and keep on-order commitments visible for planning and operations.

Shopify Sync Controls

Run product, inventory, and order synchronization, monitor background sync state, and review or acknowledge sync issues in the settings workflow.

Readiness and Governance

Run OTB readiness validation checks, inspect failed steps, and use skip or unskip controls according to your process policy before monthly planning starts.

Role-Aware Access and Reporting

Operate with store-aware, role-aware navigation, and use reporting views and exports to support operational reviews and business decision cycles.

Search Topics

Explore Shopify Planning Workflows

Dedicated guides for the main search themes this platform supports.

Typical Usage Flow

From Readiness to Execution in a Single Platform

Use one connected flow for monthly planning and daily operations across stores.

Validate readiness before planning

Check store data foundation and planning prerequisites before running OTB.

Plan with live operational context

Work with synced Shopify data, forecast outputs, inventory position, stock count and reconciliation outcomes, and on-order visibility.

Execute and review continuously

Track purchase order lifecycle, monitor sync quality, and run reports for ongoing review.

PlanningForecast + OTB
ExecutionPO + Receiving
Operational Modules

Built for the Retail Planning Cycle

Forecasting

Generate and maintain monthly forecast plans with algorithm selection, adjustment support, and status-based approval workflow.

F
Planner-Focused
Store and category context
Inventory + OTB

Compare current stock, target levels, stock-to-sales, and OTB pressure so planners and operators can align on replenishment direction.

I
Operations-Aligned
Product and category views
Execution + Governance

Manage purchase order lifecycle, keep sync pipelines visible, and enforce role-aware access to advanced OTB and merchandise planning areas.

E
Admin-Friendly
Controlled workflows

Ready to run planning and operations in one system?

Start with your active store context, run readiness checks, and move from planning to execution with shared data.

Role-aware access • Store-based context • Operational and planning workflows

FAQ

Common Questions About Shopify, Open to Buy, and Stock Take

What does Ezy-OTB do for Shopify retailers?

Ezy-OTB combines Shopify sync, open to buy planning, stock take workflows, forecasting, inventory planning, and purchasing in one retail workspace.

Can teams manage open to buy and stock control together?

Yes. Teams can review forecast demand, current stock, purchase orders, readiness checks, and stock take results before committing to buying decisions.

Does the stock take workflow connect back to Shopify?

Yes. The stock take and reconciliation process supports inventory accuracy and can feed approved inventory updates into Shopify-linked operations.