You offer Roast Coffee in various pack sizes (12oz, 1lb, 2lb) and 2 grind types (Whole Bean and Ground).
In Shopify, managing inventory becomes cumbersome because you must specify quantities for each Size-Grind variant individually. This approach does not accurately reflect your actual inventory situation.
For example, if you have 1,200oz of roast coffee available:
100 packs of 12oz – Whole Bean (1,200oz total)
100 packs of 12oz – Ground (1,200oz total)
75 packs of1lb – Whole Bean (1,200oz total)
75 packs of 1lb – Ground(1,200oz total)
37 packs of 2lb – Whole Bean (1,200oz total)
37 packs of 2lb – Ground(1,200oz total)
Setting quantities individually for each Size-Grind combination results in a total inventory count that exceeds your actual stock (e.g., totaling 424 packs and 7,200oz instead of 1,200oz).
Moreover, since all pack sizes draw from the same inventory, choosing one size should deduct from the available quantity of others. However, Shopify treats each pack size’s quantity separately. Additionally, while grind types (Whole Bean and Ground) do not affect the actual product quantity like pack sizes do, you still need to set specific quantities for both Size-Grind variants.
These challenges highlight the need for a solution that accurately manages inventory across all product options/variants.
To address this issue, consider implementing the following solution:
A. Create a Base Product
The Base product’s inventory represents the total available stock (e.g., 1,200oz).
Each visible Roast Coffee product option/ variant displayed on the storefront draws from this Base product. For instance, with an inventory of 1,200oz, there are 100 packs of 12oz – Whole Bean available for sale.
When a specific product variant (e.g., 12oz – Whole Bean) is purchased, the inventory of the Base product automatically adjusts accordingly (deducted by 12oz).
Updating the inventory of the Base product will automatically adjust the inventory of other options (12oz – Ground, 1lb – Whole Bean, 1lb – Ground, 2lb – Whole Bean, 2lb – Ground).
Notes:
Since the Base product is created for the purpose of tracking actual inventory only and will not be sold on the storefront, you can create it as Draft product.
The quantity/inventory of the Base product is the total number of available products you have (total weight of Roast Coffee). You should set it as the total in oz if your smallest pack size is Xoz. For example, if you have 1200oz (or 75lb) of coffee and the smallest pack size is 12oz, the quantity of the base product should be 1,200oz.
You must create your Base product before creating the Bundle groups.
B. Create Bundle Groups in Easify Inventory Sync app
Establish connections between the Base product and the visible Roast Coffee product variants using Bundle Groups. This ensures that changes in inventory are synchronized accurately across all options/variants.
How to Set Up the Bundle Groups
You’ll need to create separate bundle groups for each Roast Coffee product variant.
For example, if your Roast Coffee product has 6 variants(120oz – Whole Bean, 12oz – Ground, 1lb – Whole Bean , 1lb – Ground, 2lb – Whole Bean, 2lb – Ground), you’ll need to create 6 bundle groups.
After creating the first bundle group (e.g., Roast Coffee – 120z / Whole Bean), you can duplicate that group to create groups for the remaining pack sizes.
Each group will contain the Base product and a Product variant.
If you have many products, consider using the app’s Import function to create all bundle groups in a CSV file and import them into the app.
Below is the setup guide for creating the bundle group for the 12oz – Whole Bean variant:
1. Navigate to the app’s menu and select Bundle Groups.
2. Click on the Add new group button to create a new bundle group.
3. Set a Title for the bundle group, which should include the pack size to distinguish among bundle groups. For example: “Roast Coffee (12oz / Whole Bean)”.
4. Add 2 products to the group:
Product variant: Select the product variant of Roast Coffee – 12oz / Whole Bean to add to the group.
6. Specify the Quantity per bundle for the Component product:
Roast Coffee (Tracking inventory): Since when 1 Roast Coffee – 12oz / Whole Bean product variant is bought, the quantity of the Base product – Roast Coffee (Tracking inventory) will be deducted by 12. So, the Quantity per bundle of the Roast Coffee (Tracking inventory) product will be 12.
Once your bundle groups are set up, inventory synchronizations will begin.
When a Roast Coffee product variant is purchased, e.g.: 120z – Whole Bean, (reducing its quantity by 1), the quantities of the Component product (Base product for inventory tracking) will automatically adjust based on the predefined Quantity per bundle (12oz).
Notes:
Automatic Master Quantity Adjustment:
To automatically adjust the available quantities for Roast Coffee product variants (120oz – Whole Bean, 12oz – Ground, 1lb – Whole Bean , 1lb – Ground, 2lb – Whole Bean, 2lb – Ground) based on the actual quantity of the Base product, follow these steps:
Enable the “Update Master based on changes in Component inventory” feature on the Settings page.
The adjustment will occur immediately after you create the bundle group or enable this setting.
Manual Quantity Update Process:
If you update the Component product quantity on Shopify’s Product editing pages, consider the following:
The Master product inventory will not update automatically, even if the “Update Master based on changes in Component inventory” feature is enabled.
To update the Master quantity after changing Component inventory on Shopify’s Product editing pages: Navigate to the Bundle Groups listing page, select the group containing those products, and click on the “Update Master quantity” button.
If you run into any challenges while setting up your Bundle Groups, feel free to reach out to us for assistance through our convenient in-app live chat, by submitting your request via our contact form, or by sending an email to support@tigren.com. We’re here to help!
