Exclusive AMA: Optimizing your Inventory Management with Shopify Experts!

I would say the save cart was one of the most active community requests as well!

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We have set up a google sheet (online excel sheet) that all our staff have access to and is open on a separate computer at the check out. All our special order requests go in there. Prior to switching from our old amazing POS system, we never used any manual entry like this. Now we have spreadsheets for everything, since Shopify is still in its infancy for setting up a proper POS (and learning that merchants aren’t going to pay another $200 a month in apps for it work as it should out of the box). My staff have gotten extremely adept at using multiple points of manual tracking since we had to switch to Shopify a few years ago.

Hi @petgrocer ,

Synkro does not have any affect on your store’s theme. It only interacts with your product & inventory data in your store’s back-end. This means that it is compatible with all Shopify themes :slightly_smiling_face:

Please let me know if you have any other questions and I will be happy to help.

Eric

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Stocky is great for re-ordering. Reports - sku/varients - this is your best friend for re-order info.

Hello @VST thanks for your question!

Have you had a chance to try the bulk editing capabilities in the Products and Inventory pages? You can use the Products page to edit prices and other fields related to your product details, and this will maintain product images. Then head over to your Inventory page to bulk update quantities for your product across your locations. I will however pass on this feedback about your experience updating products to the appropriate team!

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Hello @herbalalchemist thanks for your question! Yes, you can use Shopify Bundles to build this and properly track inventory for these bundles. Here’s a Help Center doc to learn more.

Hello! I recommend you go to your Products page and filter by Collection. The stocked product quantities will appear for each product. Alternatively you could tag your products by specific categories, head to your Inventory page, and filter by “Tagged with”. This will also give you a view of your inventory by location.

With Shopify Flow, you can create a custom workflow that automatically notifies you when the inventory level of a product or variant falls below your specified minimum quantity. This way, you can stay on top of your stock levels without needing additional workarounds or apps. There’s already an easy-to-use template that you can use called “Get notified by email when product variant inventory is low”. You can learn more about Shopify Flow’s inventory-specific workflows here.

Hey @Ottalaus - how exactly are you updating inventory levels? What surface in the Shopify Admin are you using to do this?

Hello @SinzsNathan thank you for your question! Apologies for the delayed response. Currently, Shopify does not support the ability to have multiple costs for a single item based on different suppliers directly within the platform. We understand that managing costs from multiple wholesalers is important for accurate financial tracking and inventory management.

This feature is definitely on our teams radar, and we are exploring ways to enhance our cost management capabilities in future updates. In the meantime, you might consider using third-party inventory management apps or external tools like accounting softwares to track and manage multiple costs for your products.

Hello @LisaD thank you for your question! I will summarize your use cases about search capabilities and field information and share with the relevant Product teams. Thank you for this feedback.

The one thing that is already available is “saved views” in both the Product and Inventory pages. You will see a + sign at the top of each section that will allow you to save a certain configuration and give it a custom name.

Hello @jmorris644 thank you for your question! When you’re creating a Purchase Order in Shopify you can add specific costs for the individual line items you are ordering, as seen in this screenshot below. Let me know if you were looking for a different capability.

Thanks for your question!
To confirm, you’re having issues with the font size in the Orders section? Or is this on packing slips? It could be that your browser is set to be zoomed out significantly which would impact your ability to see the orders correctly. It could also have to do with your screen resolution making things smaller.
If it is on the packing slips though I can definitely pass along the suggestion! In the meantime you can often zoom in using the Scale option before printing which should fix the issue.

If you’re still experiencing issues with the font size and it isn’t what I said above I recommend reaching out to support so you can have them log your suggestion for our developers to look into!

Hello @jennibrand thanks for your question! If I understand your use case correctly, you’re looking to offer customers the ability to preorder products. To achieve this, I recommend exploring a preorders app that integrates with Shopify. These apps allow you to manage preorder orders seamlessly within your Shopify store.

With most preorder apps, you can choose to reserve inventory either at the time of sale or at the time of fulfillment, depending on your preference. If you don’t see this option available in the app settings, I suggest reaching out to the app developer for further assistance and customization options.

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Hello @Iniquity thank you so much for your valuable question! We understand the importance of being able to run reports and filter by tags, and we recognize this as a current limitation. I will make sure to pass your feedback along to the team responsible for our Analytics product.

As for the creation of Purchase Orders, this functionality is not available at the moment. However, I will also share your suggestion with our Inventory team for their consideration.

Hey @GertAndCo apologies for the delay! To manage incoming inventory without making it available yet, you can follow these steps:

Create a Purchase Order (PO) or Transfer: Start by creating a Purchase Order or Transfer within Shopify. This will allow you to track the inventory that is on its way to you.

View Incoming Inventory:
- Inventory Index Page: Navigate to the Inventory Index page in your Shopify admin. Here, you’ll see an ‘Incoming’ column that displays the quantities of inventory that are on order and on their way to you.
- Product Page: Alternatively, you can go to the product page for a specific variant or product. Click on the ‘Incoming’ tab to view the incoming inventory details for that item.

Hello @Eunhwa thank you for your question, and apologies on the delay!

You can view inventory from a specific date using the Adjustment History page for a specific product or variant. To access Adjustment History, navigate to a product or variant and scroll down to the inventory card. This will give you a 90-day view of any adjustments that have been made.

To add incoming inventory into the system, create a purchase order or inventory transfer. This will show up as “Incoming” at the appropriate location on your inventory page. When you’re ready to recieve the purchase order or transfer, that inventory will move over to the “Available” state.

Hello @elinenberg thank you for your question and apologies for the delay! 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.

Hi @amckay thank you for your question and apologies for the delay! I was connecting with the relevant team. 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.

Hey @mscmith11 thank you for your detailed feedback 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.

Hello @Empiregtr thank you for your detailed feedback 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.