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Easify Product Options App

Getting Started
    Key Terminology Simplified
    • Custom options & variants
    • Option set
    • Option set templates
    • Option type (Option input)
    • Your option sets
    • Option label
    • Option name
    • Option value
    • Option group
    • Price Add-ons
    • Conditional logic
    • Live preview
    • Help text
    • Placeholder
    • Information (Tooltip)
    • Option widget
    Option Input Types
    • Design Layer
    • Text Box
    • Text Area
    • Number Text Box
    • Color Swatches
    • Image Swatches
    • Radio Buttons
    • Dropdown
    • Checkbox
    • Button(s)
    • Switch/ Toggle
    • Modal (Popup)
    • File Upload
    • Option Group
    • Product List
    • Date Range
    • Date Picker
    • Time Picker
    • Font Picker
    • Color Picker
    • Dimension
    • Quantity
    • Custom HTML
    • Heading
    • Paragraph
    • Spacer
    • Divider
    App Activation
    • Activate the app on your theme
    • Video Tutorial
User Guide (PO)
    Set Up Option Sets
    • Create A New Option Set From Scratch
    • Use Ready-made Templates To Create Your Option Set
    Conditional Logic
    • What is Conditional Logic (CL)?
    • Standard Conditional Logic – Among Easify Options
    • Advanced Conditional Logic – Show Easify Options Based On Shopify Variants
    Extra Pricing (Add Charges)
    • Set Up Extra Fees (New Version – From July 18, 2024)
    • Add-on Prices vs. Add-on Products (Old Version – Before July 18, 2024)
    • Set Up Add-on Prices (Old Version – Before July 18, 2024)
    • Set Up Add-on Products (Old Version – Before July 18, 2024)
    • Convert Add-on Prices To Add-on Products (Old Version – Before July 18, 2024)
    • Hide Specific Products from Shopify Storefront while Keeping Them Buyable
    Option URL
    • What is Option URL?
    • Establish Cross-Product Links Using Option URL
    • Include Detail Links For Add-on Products/Custom Options
    Option Design
    • Customize Option Styles
    • Distinct Option Styles for Light & Dark Themes
    • Modern and Classic Option Styles
    App Settings
    • General Settings
    • App Translation
    Tiered Wholesale Pricing
    • What is Tiered Wholesale Pricing?
    • Set Up Tiered Wholesale Pricing
    • Customize Tiered Wholesale Pricing Table
    Option Import/Export
      Option Export
      • Export All Option Sets
      • Export Specific Option Sets
    • Option Import
  • Add Option Value Descriptions & Tooltips
  • Show Image/ Color Swatch Slider
  • Track Real-time Analytics
  • View & Export Orders With Easify Options
  • Enable Image Editor for File Upload
  • Hide Main Product Price & Shopify Quantity Selector
  • Set Up Product Bundles
  • Set Up One-time Charge
  • Set Up Quantity Selector Per Option Value
  • Display Option Set In Popup Triggered By Button Click
  • Switch Product Images Upon Option Selection
  • Set Up Option/ Option Set Templates
  • Translate Option Set Into Multiple Languages
  • Separate or Combine Add-ons with Main Product in Cart
  • Reposition Option Set On Product Page
  • Show Custom Options On Order Confirmation Emails (To Customers)
  • Show Custom Options On New Order Notification Emails (To Staff)
  • Show Custom Options On Packing Slips
Product Personalizer (Live Preview)
  • What Is Product Personalizer – Live Preview?
  • How It Works
  • Ready-to-use Templates with Product Personalizer
  • Upcoming Features
Subscription & Billing
  • Pricing Plans
  • How to upgrade
  • How to cancel subscription
Customization & Support
  • App Maintenance Notification
  • Get support
  • Request a new feature
Frequently Asked Questions
  • Why does the app remain “Inactive” even after activation?
  • What to do if custom options aren’t visible on product pages?
  • Why weren’t custom option prices included in my customer orders?
  • How many custom options can I create per product?
  • Does the app work with Shopify Online Store 2.0?
  • Will the app slow down my website?
  • How can I stay informed about updates for the app?
  • What happens if I uninstall the app, and how does it affect my store?
Integrations
  • Easify Product Options x GemPages Landing Page Builder

Easify Box Builder App

Getting Started
  • Activate the App
  • Create New Box
  • Create Products Linked with Boxes
  • Create Custom Fields/ Options
  • Display Variants as Individual Products
  • Translate App Default Texts & Box Content
Help & Support
  • Get Support
  • Frequently Asked Questions
  • Roadmap Spotlight – A Sneak Peek Into The Future

Easify Inventory Sync App

Getting Started
  • Quick Start Guide
  • Frequently Asked Questions
  • Roadmap Spotlight – A Sneak Peek Into The Future
  • Get Support
Inventory Groups
  • Create Inventory Groups Automatically by SKUs
  • Create Inventory Groups Manually
  • Events Triggering Syncs among Products in Inventory Groups
  • When do Inventory groups Fail to sync?
  • How to Set Up Common Cases
Bundle Groups
  • Create A New Bundle Group
  • How Master product inventory is Calculated from Component product inventory (Modified Quantity)
  • Events Triggering Syncs among Products in Bundle Groups
  • When do Bundle groups Fail to sync?
  • How to Set Up Common Cases
Inventory Thresholds
  • What is Inventory Threshold?
  • Set Up Universal Inventory Threshold
  • Create A New Inventory Threshold
Advanced Features
  • Bulk Edit Inventory Groups
  • Import/ Export Inventory Groups
  • Import/ Export Bundle Groups
  • Export Product Variant & Location IDs
  • Bulk Duplicate Products
Subscription & Billing
  • Pricing Plans (& FAQs)
  • How to Change Plans
Common Scenarios & Setup Guides
  • Roast Coffee
  • Loose Leaf Tea
  • Stationery Set
  • Retail & Wholesale Items
  • Blank & Personalized Tees
  • Unisex Tees
  • Baby Gift Hamper
  • Flowers
  • Chocolate Cookies
  • 3-Pack T-Shirts (mixed sizes & colors)
  • Batteries
  • Beverage (Inventory by Cans)
  • Beverage (Inventory by Packs)
  • Multivitamins (from Single Pack)
  • Multivitamins (from Double Pack)
  • Incense Sticks (Inventory by Packs)
  • Incense Sticks (Inventory by Sticks)
  • Candle Trio Set
  • Perfume Set
  • Pick n Mix Sweets
  • Top & Skirt Set (Same Size)
  • Top & Skirt Set (Mixed Sizes)
  • 2-Pack Tops (1 Color)
  • 2-Pack Tops (1 Color) – Only in Packs
  • 2-Pack Tops (Multicolor – Fixed)
  • 2-Pack Tops (Multicolor – Optional)
  • Custom Print Shirts
  • Shoes & Free Socks

Easify Product Attachments App

App Activation
  • Activate the app on your theme
  • Video Tutorial
User Guide
  • Upload Product Attachments
  • Upload Attachment Icons
  • Add Attachments To Templates
  • Import Bulk Product Attachments
  • Export Product Attachments
  • Add Attachments To Collapsible Rows On Product Pages
Customization & Support
  • Get support
  • Request a new feature

Recommended Shopify Apps

  • Page builder
  • Affiliate programs
  • Marketing
  • Invoices and receipts

Announcements

  • Become a VIP Founder of Easify Box Builder – Limited to the First 100 Users Only!
  • Limited Support During Lunar New Year (Jan 25th- Feb 3rd, 2025) – Your Patience Is Our Greatest Gift!
  • Go Beyond Options: Easify Product Options Premium Is Here!

Pick n Mix Sweets

Table of Contents
  • Problems
  • Solutions
    • Overview:
      • 1/ Create Add-on Products
      • 2/ Create Sweet Options
      • 3/ Create a Base product for Inventory Tracking
      • 4/ Sync Inventories
    • Steps to Set up Bundle Groups:
      • Step 1: Create a Bundle Group for the Base and the Add-on Product
      • Step 2: Create Bundle Groups for the Base and the Bag Size Variants
      • Step 3: Export Bundle Groups of One Sweet Filling to Create Groups for Remaining Sweet Fillings in a CSV File
  • Need Assistance?

Problems #

You sell sweets, and each filling is sold as a separate product (e.g., Wine Gums with different bag size options) and also as an option in the Pick n Mix Sweets products, such as:

  • 250g (5 fillings)
  • 500g (10 fillings)
  • 1kg (20 fillings)
  • 2kg (40 fillings)

Each filling accounts for 50g in the mixed sweets bag.

pick n mix sweets inventory shopify

Notes: For the Pick n Mix Sweets product shown in the example, its custom options are set up using the Easify Product Options app, which uses Image Swatch, Quantity Selector, and Add-on Product features.

The issue is that there is no link between the inventory of your single sweets sold individually and the sweets available as options in the Pick n Mix Sweets bags. As a result:

  • When customers purchase single-flavor sweets that are not in any mixes, the stock for the sweet options in the Pick n Mix Sweets bags does not automatically update. This means that even if the individual sweets are out of stock, that sweet flavor is still shown as in stock for selection in the mixed bag.
  • Conversely, when a Pick n Mix Sweets bag is sold with specific selected sweet fillings, the inventory for those individual sweets isn’t reduced accordingly.
  • Additionally, in each sweet filling’s separate product, there are also different bag sizes (e.g., 100g, 500g, 1kg, 2kg). These are separate Shopify variants with separate inventories that are not linked together, even though they are actually the same product drawing from the same inventory. For example: If you have 10kg (10,000g) of Wine Gums, the inventories you can set for 100g, 500g, 1kg, and 2kg bag sizes available for selling are 100, 20, 10, and 5 respectively.This leads to a total of 40kg (40,000g) shown in inventory, which is far from your actual inventory of 10kg.

The lack of synchronization between the individual sweet fillings and the Pick n Mix Sweets bags, as well as between different bag sizes for each sweet flavor, creates significant mismatches in inventory. This makes it challenging and inaccurate to manage stock levels effectively.

Solutions #

By combining the powers of the Easify Inventory Sync and Easify Product Options apps, you can effortlessly solve your inventory management issues.

Overview: #

1/ Create Add-on Products #

To create sweet options for Pick n Mix Sweets bags and manage their inventories, start by creating a product in Shopify admin (e.g., named “Sweets“). This product should include a sweet option with variants representing all the available sweets.

For instance, if you want customers to choose from 45 fillings, create a product with the filling option and 45 variants, each representing one of the 45 fillings.

Add images for each variant and set the price for all variants to $0.00. Since this product is for selection purposes only and not for individual sale, individual variant prices are not necessary; otherwise, these prices would be added to the total cost of the mixed sweet bags.

Additionally, set this product as Active in your Online Store to make it buyable, but use simple techniques to hide it from the storefront so it cannot be purchased outside the mixed sweets bags.

pick n mix sweets
2/ Create Sweet Options #

Utilize the Easify Product Options app to set up sweet options for the Pick n Mix Sweets products. Link each option value to the variant of the “Sweets” product you created earlier. This will allow customers to choose their preferred fillings. For example:

3/ Create a Base product for Inventory Tracking #

Duplicate the Sweets (Add-on Product) to create a new product, e.g., “Sweets (Tracking Inventory)“. This product is essential for reflecting the actual inventories of all sweets.

The inventory levels of this product will determine the available inventory for both individual sweets products (e.g., Wine Gums) and the variants of the Sweets (Add-on products in the Pick n Mix Sweets bags).

Essentially, it acts as a central hub: when an individual sweets product is purchased, its inventory is synced with the Base product, which then adjusts the quantity of the Sweets product accordingly. This creates a closed inventory loop for accurate management.

Note that the Base product should be set as a Draft product, existing only in the Shopify backend for inventory management purposes and not visible on the storefront.

4/ Sync Inventories #

Set up Bundle Groups in the Easify Inventory Sync app to create essential inventories links between:

  • Each individual sweets product (its variants) and the Base product (create a separate bundle group for each variant)
  • The Sweets (Add-on product) and the Base product.

If your store has many products, consider using the app’s import/export features to create your bundle groups in bulk.

Steps to Set up Bundle Groups: #

For each sweet filling, you will create:

  • A bundle group to connect the Base product with the Add-on product (e.g., the Wine Gums variant of the Sweets (Tracking Inventory) product and the Wine Gums variant of the Sweets product).
  • X bundle groups to connect each bag size variant of the individual sweets products with the Base product (e.g., 1 group for the Wine Gums variant of the Sweets (Tracking Inventory) product and the 100g bag size variant of the Wine Gums product, and similar groups for the remaining bag sizes). If your individual sweets product (Wine Gums) has 4 bag sizes (100g, 500g, 1KG, 2KG), you will need to create 4 bundle groups for these sizes.

Tips:

You can manually create all bundle groups for a sweet filling first (e.g., 5 bundle groups for Wine Gums).

Then, export these groups to a CSV file, and create other groups for additional sweet fillings by following the same pattern in the CSV file.

Finally, import the CSV file to the app to generate bundle groups for all sweet fillings in bulk.

Step 1: Create a Bundle Group for the Base and the Add-on Product #
  • On the Bundle Groups page, click the “Create new group” button.
  • Set the group name, for example, “Wine Gums – Base & Add-on Products”.
  • Manually select 2 products to add to the group:
    • The Wine Gums variant of the Sweets product (“Sweets – Wine Gums“): Set it as Master.
  • The Wine Gums variant of the Sweets (Tracking Inventory) product (“Sweets (Tracking Inventory) – Wine Gums): This is the Component product. Set the Quantity per bundle for this product to 50. Explanation: Each unit of the filling option (Add-on product of the Pick n Mix Sweets bags) if selected will account for 50g in the bag. When 1 unit of the filling is selected (-50g), the relevant Base/Component product will be deducted by the same amount (50g), so the Quantity per bundle here is 50.
  • Save the bundle group. After saving, the quantity of the Master product (“Sweets – Wine Gums“) will be adjusted based on the inventory of the Base/Component product (“Sweets (Tracking Inventory) – Wine Gums“). Notes: Enable the feature “Update Master based on changes in Component inventory” in the app’s Settings page before creating the group.
custom pick n mix sweets

Learn more

Create A New Bundle Group

How Master product inventory is Calculated from Component product inventory

Step 2: Create Bundle Groups for the Base and the Bag Size Variants #
mixed sweets bundle inventory
  • Duplicate the first group of the Base and the Add-on Products to create the second group for the first bag size, such as 100g.
  • Change the group name, for example, from “Wine Gums – Base & Add-on Products” to “Wine Gums – Base & 100g Bag“.
  • Enable the new group.
  • Remove the Add-on products (Sweets – Wine Gums) from the group and add the 100g variant of the Wine Gums product (Wine Gums – 100g) to the group, and set it as the new Master of the group.
  • Set the Quantity per bundle for the Base/Component product (Sweets (Tracking Inventory) – Wine Gums) to 100. This means that when 1 unit of the Wine Gums – 100g variant is bought, the quantity of the Base/Component product will be deducted by 100g.
  • Save the group and update the quantity of the Wine Gums – 100g variant based on the Base/Component product.
  • Repeat these steps to create bundle groups for the remaining bag sizes of Wine Gums.
Step 3: Export Bundle Groups of One Sweet Filling to Create Groups for Remaining Sweet Fillings in a CSV File #
  • After creating all bundle groups for the first sweet filling, you can continue creating bundle groups for other sweet fillings similarly.
  • Alternatively, export all these groups as sample data to a CSV file. Add more data to the CSV file for other sweet fillings. Import the CSV file to the app to create bundle groups for all sweet fillings in bulk.

Learn more

Import/ Export Bundle Groups

When do Bundle groups Fail to sync?

Need Assistance? #

If you run into any challenges while setting up your inventory syncs, feel free to reach out to us for assistance through our convenient in-app live chat. We’re here to help!

Table of Contents
  • Problems
  • Solutions
    • Overview:
      • 1/ Create Add-on Products
      • 2/ Create Sweet Options
      • 3/ Create a Base product for Inventory Tracking
      • 4/ Sync Inventories
    • Steps to Set up Bundle Groups:
      • Step 1: Create a Bundle Group for the Base and the Add-on Product
      • Step 2: Create Bundle Groups for the Base and the Bag Size Variants
      • Step 3: Export Bundle Groups of One Sweet Filling to Create Groups for Remaining Sweet Fillings in a CSV File
  • Need Assistance?
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