Exclusive AMA: Optimizing your Inventory Management with Shopify Experts!

![Shopify Community AMA Deliver Day 1 (1).png|2560x1440](upload://2id9HXW5FrBwkvFPlTVjcf0MDHz.jpeg)

Join Us for an Exclusive AMA on Optimizing your Inventory Management with Shopify Experts!

Date: September 10th, 2024

Time: 10 AM EDT - 12 PM EDT

Inventory management and meeting demand can be particularly challenging during BFCM. This AMA will provide you with the knowledge and tools to optimize your inventory, reduce stockouts, and ensure a smooth sales period using Shopify’s solutions. Post your questions below, and the Shopify Product and Marketing team will be here to answer them during the live session.

What to Expect

Real-Time Q&A: Have questions about optimizing inventory, preparing for BFCM, or using Shopify’s inventory management solutions? Ask them below!

Expert Advice: Get direct answers from Shopify’s Product and Marketing teams.

Community Engagement: Connect with other Shopify merchants, share experiences, and learn best practices.

How to Participate: No pre-registration needed! Join the Shopify Community on September 10th between 10 AM and 12 PM EDT. Post your questions below, and our experts will respond directly.

Read our Rules of Engagement before participating

*Please note, there is no video component to this AMA. This is a text based AMA. Your questions will be answered LIVE via text during the time period listed above.

2 Likes

I’m looking forward to this! Shopify has made my life as a business owner a lot easier than my old POS, but inventory mgmt has been one pain point. Maybe I’m missing something, but I assume every Shopify user would want and prosper with better inventory reporting. Hopefully you will share more detailed info on this topic… An essential report when in the buying process…

To place a booking order with a Vendor I look at the sales of all skus from a specific vendor within a certain time frame. I determine what was sold and what is in stock and then make an order based on my expectations for next period’s sales.

A quick way would be to utilize information in the “Sales by Product Variety Sku” Report, then adding date and Product Vendor Filters. BUT!!! There is not a current stock quantity option available in the options to Add Columns. Net Quantity is the net sales qty not Quantity on hand. I feel this data would be very helpful to more than just me. Is there any way to get the quantity on hand added to the “Add Column list” column?

A more detailed way which I use is via Stocky > Reports > SKU/Variant Report, adding filters (Date, Vendor) and then adding the needed table columns. Qty Sold 3m and Qty Sold 12m are good BUT it would be a game changer to have previous year’s 3m. For example, I’m looking to place a booking order from a specific vendor or supplier which has a ship window of next year second quarter. I want to run a report that shows what I sold in the quarter last year and previous year to best forecast what I will order for this year’s booking order. I would really like to have the past three years but that might be asking for too much.

Thanks for taking the time to read and think over my position. Please share if there is something I’m missing. Thank you

4 Likes

Hello everyone!
Welcome to our Inventory management AMA! I’m Maria, a Product Marketer at Shopify, and I’m thrilled to kick off this AMA session with you all!

Our dedicated team of Product Managers and Product Marketers, specializing in the Inventory space at Shopify, is here to help you navigate the complexities of inventory management. With Black Friday and the holiday season just around the corner, it’s the perfect time to ensure your business is fully prepared.

We’ll be available to answer your questions from 10 AM to 12 PM EDT today. Whether you’re just starting out or looking to fine-tune your existing processes, we’re here to provide you with actionable advice and solutions.

We can’t wait to hear your questions!

3 Likes

Where do we post our questions?

1 Like

When are we getting the new variant limit??

3 Likes

Hi Maria - When time allows can you review my post/reply that I submitted 9/6 at 10:52AM?

Also I would like to hear from someone in regards to a report / process / solution to obtain info on a specific purchase order. When receiving large order it’s essential to know which skus and qty are needed for specific open order waiting for shipments. Can you share info?

I’m also interested in discovering whatever information was prepared about optimizing inventory management. Please share.

1 Like

Is there a way to track inventory/sales if I use payment options such as venmo, PayPal, and zelle through shopify? I always lose track of my inventory bc someone will pay with venmo for example and I can’t track it through my shopify inventory. TIA!

1 Like

Great. I use Shopify a lot. What is the best way to Create large and bold SKU descriptions for products so that it is more difficult to not send the wrong item. Often when I’m looking at the orders things can blend together and mistakes have been made

1 Like

Is there a way to track inventory/sales if I use payment options such as venmo, PayPal, and zelle through shopify? I always lose track of my inventory bc someone will pay with venmo for example and I can’t track it through my shopify inventory. TIA!

2 Likes

Hey @Lynn_L !

You post your questions here! Our team of experts will work on an answer for you during this time and reply back to you here.

Thanks for joining us today!

2 Likes

Where’s the link to join the live???

Hello, I am looking for guidance on inventory management for jewelry brands. How can this effectively be managed in Shopify, aside from just the inventory quantity entered. How do I keep track of smaller components that are used to make up a larger product? Or, is this not something I can do here. Thanks

2 Likes

Hey @FishHead-Greg !

We really appreciate you joining us today!

Our team is currently working on a reply to you. I will make sure to add your additional question in to be answered as well.

1 Like

Hi!

When I have incoming inventory, where can I add this? I don’t want it to be available yet, but I want to see what’s on order and on its way to me.

When I export the inventory CSV there is a column for ‘incoming’, but I don’t see this field anywhere on the product page or elsewhere?

2 Likes

Why is there still a limit of 90 days of inventory adjustment history? Is there any plan to extend this? Or at least make this data available via the API?

10 Likes

Hi do you run the sale through Shopify and use external payment option. That way you’ll have a record of the transaction. Here we have a brick and mortar and online and when people pay with a check or we use our back up credit card terminal from another provider we use external payment type.

Is there a way to track your inventory adjustments past 90 days, or deal with best practices to maintain this record for extended periods?

11 Likes

Hi! Thank you so much for this. I have three questions:

  1. I added a feature on the admin page where i can filter using the metafields, which is a very important feature for my business. I cant find that feature on the mobile app. Is it available on the app?

  2. One of my metafields is size, but it is limited to a single line text, cant seem to figure out how to be able to select multiple options in that metafield, like i am able to do with another metafield.

  3. Would we be able to get the ability to checkout customers on the POS app on items that are set to drafts. Many items I have that are not ready to go live yet, but for inventory management, it would be a huge help to be able to checkout the customer when the item is still in drafts, without going into each item and making them active with the selling channels only being POS, its too cumbersome.

Thank you, looking forward to your response.

1 Like

I actually downloaded and modified the packing slip template. It’s more legible than the default one

Hi Jacqui,

I am excited to pose this question to the team this morning in relation to “Inventory Management”.

Our company has been in business for almost 24 years as a multi-channel retailer (online and brick & mortar). Approx 2 years we made the move from a custom made SQL based online ecommerce site to Shopify. The switchover was difficult, but we could definitely tell within a short period of time that it had been in our best interests to do so. However… and here it comes. The one biggest issue we are facing with the backend is exactly that, the management of inventory or should i say the lack there of.

For some reason, individual product variants ONLY show the last 90 days of inventory. I could begin to start to recite all the problems that arise from this but it would take all day. All I can say is that a merchant is 100% not able to control, maintain to interpret product data without having access to the entire historical data of each variant. I will provide you with this Shopify thread, ongoing since 2020 so you can review at a later time your customers are trying to get across to your developers, they are extremely important aspects that perhaps Shopify is not paying attention to:

https://community.shopify.com/c/shopify-discussions/can-we-access-inventory-history-beyond-90-days-in-shopify/m-p/2749890#M466845%3Futm_source=communitymembers&utm_medium=email&utm_campaign=immediate_general

Your response to this would be appreciated.

*Just to add for reference, as a merchant if I really wanted to know the history of a particular products adjustments, I could search for that exact item within my historical “orders” and the system will show results with all orders in which that item was sold. So why is it then, that Shopify is not displaying that information under the product “adjustments” themselves? The data is all there, its simply a matter of displaying it.

Thank you for your time.

9 Likes