Problems #
You sell beverages in various pack combinations, and your inventory is managed by Cans. For example:
- Pack of 6 (6 cans)
- Pack of 12 (12 cans)
- Pack of 24 (24 cans)
Notes: This guide will show you how to set up bundle groups for incense sticks when you manage your inventory by Cans. If you manage your inventory by Packs (every pack has 6 cans), please follow the other guide provided.
In Shopify, you must specify quantities for each pack combo variant, but this doesn’t accurately reflect your actual inventory. For example, if you have 3,000 cans available, it can be divided into:
- Quantity of Pack of 6: 500 (3,000 cans in total)
- Quantity of Pack of 12 : 250 (3,000 cans in total)
- Quantity of Pack of 24: 125 (3,000 cans in total)
Setting quantities individually for each Beverage product variant can result in a total inventory that’s much higher than what you actually have (e.g., 9,000 cans in total instead of 3,000 cans).
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 Beverage product variants.
Solutions #
To address this issue, consider implementing the following solution:
A. Create a Base Product
The Base product, here “Beverage (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 Beverage product variant displayed on the storefront. For example, the inventory of the Base product is 3,000 cans so the quantity of Pack of 6 variable available for selling is 500.
It will reflect the actual remaining inventory. When a visible product is purchased (e.g., the Pack of 12 variant), the inventory of the Base product will be adjusted accordingly (deducted by 12 cans).
Updating the inventory of the Pack of 12 triggers adjustments in the Base product, which in turn automatically updates the inventory of the Pack of 6 and Pack of 24 variants.
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 many products, 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 Beverage 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 Beverage product has 3 variants, you’ll need to create 3 bundle groups.
- After creating the first bundle group, e.g., Beverage – Pack of 6, you can duplicate that group to create groups for the remaining variants (Pack of 12, Pack of 24).
- Each group will contain the Base product and a Product variant.
- If you have multiple Beverage 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 6 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: “Beverage – Pack of 6”.
4. Add 2 products to the group:
- Product variant: Select the Pack of 6 product variant to add to the group.
- Base product: Beverage (Tracking inventory).
5. Define the Master and Component products:
- Master product: Incense Sticks – Pack of 6
- Component product: Beverage (Tracking inventory)
6. Specify the Quantity per bundle for the Component product:
Since when the Pack of 6 product variant is bought (its quantity is deducted by 1), the quantity of the Base product – Beverage (Tracking inventory) will be deducted by 6 (cans). So, the Quantity per bundle of the Beverage (Tracking inventory) product will be 6.
7. Save the bundle group.
Learn more
Results #
Once your bundle groups are set up, inventory synchronizations will begin.
When a Beverage product variant is purchased, e.g.: Pack of 12 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 (12).
Notes:
Automatic Master Quantity Adjustment:
To automatically adjust the available quantities of Beverage 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!