Problems #
You sell batteries in various pack options. For example, customers can choose between packs of 20 or 100 batteries.
Notes:
This guide will show you how to set up bundle groups for batteries when you manage your inventory by the total number of batteries available (e.g., you have 20,000 batteries in total, and when customers buy a “20” pack option, 20 batteries are deducted from the 20,000).
If you manage your inventory by Packs instead (e.g., fixed packs of 4, 8, or 12 batteries) or have a different inventory management method, please contact us via in-app live chat for a tailored setup guide.
In Shopify, you must specify quantities for each pack variant, but this doesn’t accurately reflect your actual inventory. For example, if you have 20,000 batteries available, it can be divided into:
- Quantity of Pack of 20: 1,000 (20,000 batteries in total)
- Quantity of Pack of 100 : 200 (20,000 batteries in total)
Setting quantities individually for each Batteries product variant can result in a total inventory that’s much higher than what you actually have (e.g., 40,000 batteries in total instead of 20,000 batteries).
Furthermore, since all product variants draw from the same inventory, choosing 1 variant should deduct from the available quantity of others. However, Shopify treats each variant quantity separately.
These challenges highlight the need for a solution that accurately manages inventory across all Batteries product variants.
Solutions #
To address this issue, consider implementing the following solution:
A. Create a Base Product
The Base product, here “Batteries (Tracking Inventory)”, serves to set the initial total inventory available.
The inventory of this Base product will determine the quantities available for selling for each visible Batteries product variant displayed on the storefront. For example, the inventory of the Base product is 20,000 batteries so the quantity of pack of 20 variant available for selling is 1,000.
It will reflect the actual remaining inventory. When a visible product is purchased (e.g., the Pack of 20 variant), the inventory of the Base product will be adjusted accordingly (deducted by 20 batteries).
Updating the inventory of the Pack of 20 triggers adjustments in the Base product, which in turn automatically updates the inventory of the Pack of 100 variant.
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.
- You must create your Base product before creating the Bundle groups.
- If you have multiple Batteries products requiring similar Bundle Group setups, consider using the app’s Import function to create all bundle groups in a CSV file and import them into the app.
B. Create Bundle Groups in Easify Inventory Sync app
Establish connections between the draft Base product and the visible Batteries product variants using Bundle Groups. This ensures that changes in inventory are synchronized accurately across all variants.
How to Set Up the Bundle Groups
- You’ll need to create separate bundle groups for each product variant.
- For example, if your Batteries product has 2 variants, you’ll need to create 2 bundle groups.
- After creating the first bundle group, e.g., Batteries – 20, you can duplicate that group to create groups for the pack of 100 variant.
- Each group will contain the Base product and a Product variant.
- If you have multiple Batteries products requiring similar Bundle Group setups, 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 pack of 20 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 variant name to distinguish among bundle groups. For example: “Batteries – 20”.
4. Add 2 products to the group:
- Product variant: Select the 20 variant of the Batteries product to add to the group.
- Base product: Batteries (Tracking inventory).
5. Define the Master and Component products:
- Master product: Batteries – 20
- Component product: Batteries (Tracking inventory)
6. Specify the Quantity per bundle for the Component product:
Since when the 20 pack variant is bought (its quantity is deducted by 1), the quantity of the Base product – Batteries (Tracking inventory) will be deducted by 20 (batteries). So, the Quantity per bundle of the Batteries (Tracking inventory) product will be 20.
7. Save the bundle group.
Learn more
Results #
Once your bundle groups are set up, inventory synchronizations will begin.
When a Batteries product variant is purchased, e.g.: 100 pack variant, (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 (100).
Notes:
Automatic Master Quantity Adjustment:
To automatically adjust the available quantities of Batteries product variants 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.
For more details, refer to our guide here.
Learn more
Need Assistance? #
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!