Exclusive AMA: Optimizing your Inventory Management with Shopify Experts!

I have a pre-order app installed, but I need to be able to allow for future pre-orders that won’t affect my current inventory.

Hello @Marco thank you for flagging this and apologies for the delay. I was sharing this information with appropriate teams on our end. We understand that having access to a longer history of inventory adjustments is crucial for comprehensive inventory management and tracking.

This feature is on our radar, and we are considering ways to extend the inventory adjustment history period in future updates. In the meantime, you might consider using third-party inventory management apps or exporting your inventory data regularly to maintain a longer history. However, to be clear, these third-party apps won’t have historical data immediately; they will start saving the data from the point of integration and keep it longer than Shopify does. I understand it’s not an ideal solution, but rest assured our Product team is aware of this limitation and will address it in the future.

Hi @Wristwatch ! Thank you for your question! Yes, we understand that low stock management and auto-replenishment are crucial features for efficient inventory management. These types of functionalities, including auto-populating a Purchase Order when product quantities reach a certain minimum, are indeed on our roadmap. We can’t promise they will launch in the near future but it is in our teams radar.

In the meantime, if you are using Shopify POS and have a Pro location, you can leverage the POS inventory management solution (at the moment it’s a first party app called Stocky) which has more robust replenishment options for POs. Learn more about this functionality in this Help Center article.

Hi @wildernessx ! Thank you for your feedback and apologies for the delayed reponse.

We understand that accuracy in data entry is crucial for effective inventory management, and we appreciate your suggestion regarding the “print barcode label” option on the purchase order page.

I’m pleased to inform you that barcode scanning and bulk printing of barcode labels are features that are on our roadmap. We recognize the importance of streamlining this process to improve accuracy and efficiency, and we’re working towards incorporating these enhancements in future updates.

Hi @FishHead-Greg thank you for your question and apologies for the delay! If I understand your use case correctly, the best approach would be to utilize the following methods to obtain detailed information on a specific Purchase Order:

View Purchase Orders: Navigate to the Purchase Orders section in your Shopify admin. Here, you can open any purchase order to see the list of ordered items, including SKUs and quantities.

Check Incoming Inventory: Go to your Inventory page and look at the “Incoming” inventory quantities. This will give you an overview of what has been ordered and is on its way to your specific location.

Please let me know if I misinterpreted your inquiry though! Hopefully this helps!

I think you are missing the more detailed functionality which is a daily task in retail business that could be very powerful for all Shopify user. Viewing a purchase order is just that a listing of all items. Viewing Inventory page show incoming but not what’s incoming specifically coming on a particular PO and what items are needed for one or more open orders.

I posted this topic on tomorrow’s fulfillment AMA. The need for a committed items report is vital when a business has many purchase orders, some of which have lots of different items and a shipment arrives. An important daily task is handling the incoming inventory and putting up for sale and away into back stock storage. BUT items needed for open orders waiting to be fulfilled must be pulled aside so they can be shipped. A committed items report assist in this process.

Is there anyway to get in touch with someone at Shopify/Stocky that cares about the platform’s weaknesses and pain points for medium size businesses? What some users are looking for aren’t rocket science. Most is reporting of data and history.

IMO Stocky is good but has some clumsy processes and could be so much better. I looked at Thrive numerous times but never jumped in. I was expecting to see some posts here about it and other solutions. I would like to learn more about it from real Shopify users who use Thrive. With regards to my take on Thrive… I’m afraid it adds more work into the process which is exactly what I got away from when leaving my old IMS/POS system. I really like using Shopify as my source of truth. When going with Thrive… Thrive is the source of truth which changes the game in some ways.

May I ask what POS have you found best? Does it work/sync seamlessly with Shopify? What is your source of truth… the POS or Shopify?

Hi FishHead-Greg,

Sadly, the POS I use at my physical store does not sync with Shopify. Like a few people have mentioned under this topic, I actually use two different systems. Shopify for my online, and another POS for my physical store. Yes, it is too much work but it gives me peace of mind. What we do is, whenever we sell online, staff at the store scans the items through the physical store and ships. So, while the sale was done via shopify online, at the physical store we are able to scan and ship. This way, the physical store maintains an accurate inventory of what is in stock while the online store manages whatever inventory we assign to it on shopify. Yes, too much work but peace of mind as I can run reports and see exactly what is going on with the store POS.

Thank you for your questions, @Mo180 and apologies for the delay!

Mobile App: Currently, the mobile app does not have feature parity with our web admin. We are aware of this limitation and are actively working on enhancing the mobile app experience. You can expect improvements in the coming months.

Metafields: Once a metafield is created, its type cannot be changed. To achieve the functionality you need, you will have to create a new metafield with the correct type that allows for multiple options. This should enable you to select multiple values as required.

POS App and Draft Items: At this time, the POS app does not support checking out customers with items that are set to drafts. I can pass on this feedback to the POS team however today. For now, the workaround would be to make the items active with the selling channels set to POS only, although we recognize this can be cumbersome.

A little different.

Lets use shipping cost as an example. When I order an item from my supplier, let’s say that the supplier cost is $1.00. So I put in $1.00 as the item cost in the PO. Now, lets say that when the supplier ships the products to me they charge shipping. There is a way to enter shipping costs, but I need those costs divided among all of the items ordered. So if I ordered 10 items and shipping was $10, I would need to add $1.00 to each item as the actual cost in the system.
Does that make sense?
As a secondary question, I cannot see where I can email the PO to the supplier. Do I have to save it as a PDF and then email it outside of the Shopify system?a

Thank you for your questions, @GwenLittle and apologies for the delay!

Sales Reports: To identify products with no sales, you can utilize the “Sell-Through Rate by Product” or the “Average Inventory Sold per Day” metrics. Both of these can be found in the Inventory category under Analytics → Reports. Please note that there isn’t a specific report available to highlight products with no inventory movements.

Flow Notifications: To ensure the notification includes the specific variant it is alerting you about, make sure you are adding the variant name/id into the email as a variable. You can follow this video walkthrough for instructions: Video Walkthrough.

Thanks for your questions @Iniquity and apologies for the delay!

Global View of Inventory: Unfortunately, this is not possible using the Inventory view. For a specific product or variant, you can see inventory across locations by navigating to that item’s page and scrolling down to the inventory card. Alternatively, you can see a high-level summary of inventory across locations on the Product page, but this also aggregates across all variants for the product. Our team is aware of this limitation though and hope to improve that global view in the future.

Search Bar/Filter on Inventory Page: Could you please provide more details on the differences between the product and inventory page search bars that you are referring to? This will help us understand your needs better and see if there are any potential improvements we can make.

Thank you for your question @NWCartographic !

This is exactly why our standardized taxonomy is an open-source repository! Merchants are encouraged to request additions of missing categories directly on GitHub. Please submit your request here using this link. We have a dedicated team that reviews all submissions and incorporates them into the next version update of our taxonomy.

If you do not have access to submitting issues on GitHub, anyone can submit the request on your behalf. If you share more information, I can do it for you, or you can submit a ticket with our Support team.

We are having issues with Shopify’s shipping charges to our customers. The price the customer is charged does not match the price we pay to ship. For example, Shopify charged 10.18 for a 6lb box to ship from PA to TX, and it actually cost us 12.81. When we did a test for a 9lb box, it showed the same 10.18 charge. Is there a way to get more accurate rates shown to the customer?

Hello @mmehmen apologies for the delay! I was checking for the answer with the appropriate teams. The 28 day date range is the only available period for now, but I do know that our Analytics team’s is aware of this limitation and are working to improve it.

You should be able to see the results for the whole product if you change your displayed columns and remove variant related ones.

Inventory History Guardian was designed specifically to address this need. It automatically saves a daily record of your inventory levels for each product variant at every location, allowing you to view historical inventory data well beyond Shopify’s standard 90-day limit.

Inventory History Guardian was created to address this issue, it allows you to create inventory adjustments, add notes and see all adjustments across your store whilst being completely integrated with inventory in Shopify. It also logs the inventory level of every product variant in your store once a day to help analyse and forecast stock levels.

Inventory History Guardian was created to address this issue, it allows you to create inventory adjustments, add notes and see all adjustments across your store whilst being completely integrated with inventory in Shopify. It also logs the inventory level of every product variant in your store once a day to help analyse and forecast stock levels.

Inventory History Guardian has this view, it logs the inventory level of every product variant at every location in your store once a day to help analyse and forecast stock levels. It also allows you to create inventory adjustments, add notes and see all adjustments across your store whilst being completely integrated with inventory in Shopify.