Understanding how synchronization works within Bundle Groups is crucial for effective inventory management.
This guide outlines the scenarios where synchronization occurs:
From Component Product(s) to Master Product (Optional) #
1/ If your Master product quantity IS DECIDED by the available quantities of the Component product(s)
⭐ How to set up:
- From the app navigation menu, click Settings to go to the settings page.
- Enable “Update Master based on changes in Component inventory” in the Bundle groups section.
- Click the Save button.
⭐ How it works:
- Before creating bundle groups (highly recommended): Enable the setting first and create your groups. You can see how the Master product quantity will adjust before saving the group by checking the Modified quantity column. After saving, the Master product quantity adjusts immediately.
Color Indicators in the “Modified quantity” column:
- Black: The Master product’s original quantity matches the available quantities of the Component products – no changes needed.
- Red: The Master product’s existing quantity differs from the suggested quantity – after saving, it will update to the suggested quantity.
- After creating bundle groups: If you enable the setting after creating your bundle groups, the app will adjust the Master product quantity based on the available quantities of the Component products in the existing groups immediately after saving the setting.
⭐ When Component products’ inventory changes affect Master product quantity:
The Master product quantity will be adjusted not only once after saving the bundle group or enabling the updating feature, but also whenever there are changes in Component product quantity, such as:
- Placing a new order that includes a Component product
- Canceling an order that includes a Component product
- Updating Component product inventory on the Shopify product editing page
- Creating a draft order with a Component product in the Shopify backend
- Creating an automatic order with a Component product based on a subscription period
- Changing the fulfillment location of an order with a Component product
2/ If your Master product quantity IS NOT DECIDED by the available quantities of the Component product(s)
In some cases, the Master product quantity is independent of the available Component products.
Example: if you have 1,000 pens, 1,000 weekly planners, and 1,000 planner pads but only want to sell a limited number of stationery sets (e.g., 100 sets), you don’t need the feature that updates the Master (stationery set) quantity based on the quantity of Component (pen, weekly planner, planner pad) products.
⭐ How to set up:
The updating Master quantity feature is disabled by default. You don’t need to do anything if you don’t want to use this feature.
⭐ How it works:
You can set your desired quantity for your Master product as usual in Shopify’s product editing page.
Any changes in the quantity of the Component products will not affect the quantity of the Master product you have defined.
From Master Product to Component Product(s) #
⭐ When Master product’s inventory changes affect Component products’ quantity:
- Upon order placement: After an order is placed including the Master product with X quantity, the quantity of all Component products in the same bundle group will decrease by the quantity each Component product contributes to the bundle (Quantity per bundle) multiplied by the X quantity.
Example: When a Stationery Set (Master product) including 1 Weekly Planner, 2 Planner Pads, and 3 Pens (Component products) is ordered, the quantities of Weekly Planner, Planner Pad, and Pen will decrease by 1, 2, and 3 respectively.
- Upon order cancellation: After an order is canceled including the Master product with X quantity, the quantity of all Component products in the same bundle group will increase by the quantity each Component product contributes to the bundle (Quantity per bundle) multiplied by the X quantity.
Cases That DO NOT Trigger Syncs in Bundle Groups #
1/ Updating quantities in Product editing pages
- Master product quantity: Modifying the Master product quantity directly on Shopify’s product editing page does not impact Component product quantities. Typically, the Master product’s quantity is determined by available Component product quantities. If you choose not to enable the “Update Master based on changes in Component inventory” setting and prefer setting the Master product quantity directly on Shopify, synchronization of inventory is unnecessary.
- Component product quantity: Adjusting the quantity of Component products directly on Shopify’s product editing page does not automatically update Master product quantity, even if the “Update Master based on changes in Component inventory” setting is enabled. To reflect these changes in the bundle’s Master inventory, you can edit the group, noting the Modified quantity value turning red, and resaving the group. Ensure that the “Update Master based on changes in Component inventory” is active on the Settings page.
2/ Creating Purchase Orders including Component products
After purchase orders are marked as “Orders” and inventory is updated for each item (including Component products in bundle groups), the Master product inventory does not automatically update, even with the “Update Master based on changes in Component inventory” feature enabled.
To synchronize the Master product inventory after adjusting Component inventory via purchase orders, edit and resave the bundle group within the Easify Inventory Sync app.
3/ Creating Draft Orders including a Product in the Group
Draft orders including products from bundle groups do not trigger inventory sync until they are converted into final orders by the customer completing payment through the checkout link. Find more about the process of sending invoices for Shopify draft order here.
Once the checkout process is completed and payment is made, the inventory for products in the order and other products in the bundle group will update accordingly.
Notes: Inventory sync relies on the draft order being converted into a final order through Shopify’s checkout process. If payment is manually marked as paid without completing checkout via the link, inventory sync will not occur.
4/ Managing Inventories by Third-party Apps
If either Master or Component product inventories are managed by third-party apps (e.g., Dropshipping, Print on Demand), preventing their direct editing on Shopify’s product editing page, the Easify Inventory Sync app cannot manipulate these inventories or perform sync operations.
Need Assistance? #
If your store requires inventory synchronization for a specific workflow not mentioned above, or if any of the mentioned cases are not functioning correctly, please reach out to us. We provide support via in-app live chat or you can email us at support@tigren.com. We’re here to help!
