Problems #
You sell beverages in various pack combinations, and your inventory is managed by Packs. For example:
- Pack of 6
- Pack of 12 (2 Packs of 6)
- Pack of 24 (4 Packs of 6)
Notes: This guide will show you how to set up bundle groups for incense sticks when you manage your inventory by Packs. If you manage your inventory by 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 500 packs (each pack has 6 cans) available, it can be divided into:
- Quantity of Pack of 6: 500 (500 packs in total)
- Quantity of Pack of 12 (Pack of 6 cans x 2): 250 (500 packs in total)
- Quantity of Pack of 24 (Pack of 6 cans x 4): 125 (500 packs in total)
Setting quantities individually for each Beverages product variant can result in a total inventory that’s much higher than what you actually have (e.g., 1,500 packs of 6 cans in total instead of 500 packs).
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 Beverages product variants.
Solutions #
To address this issue, consider implementing the following solution:
A. Consider “Pack of 6” Product Variant as Base Product
This product variant serves to set the total inventory available.
Its inventory will determine the quantities available for selling for other product variants (Pack of 12, Pack of 24). For example, the inventory of the Pack of 6 variant is 500 packs so the quantity of Pack of 24 variant available for selling is 250.
It will reflect the actual remaining inventory. When a product variant is purchased (e.g., the Pack of 12 option), the inventory of the Pack of 6 variant will be adjusted accordingly (deducted by 2).
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 24.
B. Create Bundle Groups in Easify Inventory Sync app
Establish connections between the Pack of 6 (Base product) and other product variants (Pack of 12, Pack of 24) 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, excluding Pack of 6 since it’s the Base product.
- For example, if your Beverages product has 3 variants, you’ll need to create 2 bundle groups.
- After creating the first bundle group (e.g., Beverages – Pack of 12), you can duplicate that group to create groups for the Pack of 24 variant.
- Each group will contain the Pack of 6 product variant and another pack variant.
- If you have multiple Beverages products requiring similar Bundle Group setups, consider using the app’s Import function to create all bundle groups for all products in a CSV file and import them into the app.
Below is the setup guide for creating the bundle group for the Pack of 12 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: “Beverages – Pack of 12”.
4. Add 2 product variants to the group: Pack of 6 & Pack of 12
5. Define the Master and Component products:
- Master product: Beverages – Pack of 12
- Component product: Beverages – Pack of 6
6. Specify the Quantity per bundle for the Component product:
Since when the Pack of 12 product variant is bought, the quantity of the Pack of 6 variant will be deducted by 2. So, the Quantity per bundle of the Pack of 6 product will be 2.
7. Save the bundle group.
Learn more
Results #
Once your bundle groups are set up, inventory synchronizations will begin.
When a Beverages product variant is purchased, e.g.: Pack of 12 variant, (reducing its quantity by 1), the quantities of the Component/ Base product – Pack of 6 will automatically adjust based on the predefined Quantity per bundle (2).
Notes:
Automatic Master Quantity Adjustment:
To automatically adjust the available quantities of Beverages product variants (Pack of 12, Pack of 24) based on the quantity of the Pack of 6 variant, 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 (here, Pack of 6) on Shopify’s Product editing page, the Master product inventory (here, Pack of 12, Pack of 24) will not update automatically, even if the “Update Master based on changes in Component inventory” setting is enabled.
Therefore, if you update the inventory of the Pack of 6 (in other words, update the total actual inventory of your Beverages product) on Shopify’s Product editing page, you should manually adjust the quantity of other product variants (Pack of 12, Pack of 24) at the same time.
Another solution to consider is navigating to the Bundle Groups listing page, selecting the groups for Beverages, and clicking the “Update Master quantity” button. Then, all the Master products in those groups (Pack of 12, Pack of 24) will have their quantities adjusted based on the Component product inventory (Pack of 6) that you’ve edited on Shopify’s Product editing page. 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!