Problems #
You sell tea (or other herb products) in various pack sizes:
- 50g
- 125g
- 250g
- 1kg
In Shopify, you must specify quantities for each pack size variant, but this doesn’t accurately reflect your actual inventory. For example, if you have 20kg of tea available, it can be divided into:
- 400 packs of 50g (20kg in total)
- 160 packs of 125g (20kg in total)
- 80 packs of 250g (20kg in total)
- 20 packs of 1kg (20kg in total)
Setting quantities individually for each pack size can result in a total inventory that’s much higher than what you actually have (e.g., 660 packs and 80kg in total instead of 20kg).
Furthermore, since all pack sizes draw from the same inventory, choosing 1 size should deduct from the available quantity of others. However, Shopify treats each pack size’s quantity separately.
These challenges highlight the need for a solution that accurately manages inventory across all pack sizes.
Solutions #
To address this issue, consider implementing the following solution:
A. Create a Base Product
This product serves to set the initial total inventory available.
The initial inventory of this base product will determine the quantities available for selling for each visible Loose Leaf Tea product option displayed on the storefront. For example, the inventory of the Base product is 20kg so there are 400 packs of 50g available for selling.
It will reflect the actual remaining inventory. When a visible product is purchased (e.g., the 50g option), the inventory of the Base product will be adjusted accordingly (deducted by 50g).
Updating the inventory of the Base product will automatically adjust the inventory of other pack size options (125g, 250g, 1kg).
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 Loose Leaf Tea). You should set it as the total in grams if your smallest pack size is X grams. For example, if you have 20kg of tea and the smallest pack size is 50g, the quantity of the base product should be 20,000 grams.
- 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 Base product and the visible Loose Leaf Tea product variants (50g, 125g, 250g, 1kg) using Bundle Groups. This ensures that changes in inventory are synchronized accurately across all pack sizes.
How to Set Up the Bundle Groups
- You’ll need to create separate bundle groups for each pack size.
- For example, if your Loose Leaf Tea product has 4 variants (50g, 125g, 250g, 1kg), you’ll need to create 4 bundle groups.
- After creating the first bundle group (e.g., Loose Leaf Tea – 50g), you can duplicate that group to create groups for the remaining pack sizes (125g, 250g, 1kg).
- 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 50g pack size:
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: “Loose Leaf Tea – 50g”.
4. Add 2 products to the group:
- Product variant: Select the product variant of 50g (Loose Leaf Tea – 50g) to add to the group.
- Base product: Loose Leaf Tea (Tracking inventory).
5. Define the Master and Component products:
- Master product: Loose Leaf Tea – 50g
- Component product: Loose Leaf Tea (Tracking inventory)
6. Specify the Quantity per bundle for the Component product:
- Loose Leaf Tea (Tracking inventory): Since when 1 Loose Leaf Tea – 50g product variant is bought, the quantity of the Base product – Loose Leaf Tea (Tracking inventory) will be deducted by 50. So, the Quantity per bundle of the Loose Leaf Tea (Tracking inventory) product will be 50.
7. Save the bundle group.
Learn more
Results #
Once your bundle groups are set up, inventory synchronizations will begin.
When a Loose Leaf Tea product variant is purchased, e.g.: pack 50g, (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 (50g).
Notes:
Automatic Master Quantity Adjustment:
To automatically adjust the available quantities of each pack size for Loose Leaf Tea variants (50g, 125g, 250g, 1kg) 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!