Update stock levels in Shopify

Update stock levels in Shopify

Overview

Find out how to configure your Shopify integration’s stock settings and keep your Shopify stock levels up to date.

The stock level (or inventory) of a product is the number of units available for sale.

It’s essential to regularly upload your Cin7 Omni stock levels to Shopify. If you don’t upload stock levels after purchasing goods, you could understock goods and lose sales. And if you don’t update your stock levels after making sales via other channels, you could oversell inventory and damage your reputation.

You should update your Shopify stock levels whenever your Cin7 Omni and Shopify inventories get out of sync, which includes:

  • after a branch mapped to a Shopify location receives stock,

  • after a branch mapped to a Shopify location fulfilled a non-Shopify sales order, and

  • after you download Shopify sales orders.

Before uploading stock levels to Shopify, you must have configured which Cin7 Omni branches to upload stock levels from, which Shopify locations to upload stock levels to, and how to have your stock levels calculated.

Cin7 Omni will only upload the stock levels of products mapped to Shopify. Virtual stock levels of bill-of-material (BOM) products, and stock levels of products with units of measure (UOM), will be uploaded too.

Configure stock levels

Branches and locations

Decide whether you want to upload Cin7 Omni stock levels to one or more Shopify locations. If you want to upload stock levels to one location, use the Get Stock Levels From and Primary Location settings:

  1. Log in to Cin7 Omni.

  2. From the Integrations menu in the navigation, open your Shopify integration.

  3. Open Settings.

  4. Turn on Stock and

    • set Get Stock Levels From to the Cin7 Omni branch or branches you want to upload stock levels from, and

    • ensure that Map Warehouses is disabled.

  5. Under Additional Settings, set Primary Location to the Shopify location you want to upload stock levels to. If your Shopify location isn’t listed, select Refresh Warehouses Options to download an up-to-date list of Shopify locations.

  6. Select Save.

Now, when you upload stock levels to Shopify, the total level of stock at the Get Stock Levels From branches will become the level of stock at the Primary Location.

Alternatively, if you want to upload stock levels to more than one location, use Map Warehouses:

  1. Log in to Cin7 Omni.

  2. From the Integrations menu in the navigation, open your Shopify integration.

  3. Open Settings.

  4. Turn on Stock and enable Map Warehouses. A table of Cin7 Omni branches and Shopify locations will get displayed.

  5. Use the table to map Cin7 Omni branches to Shopify locations. If a Shopify location isn’t listed, select Refresh Warehouse Options to download an up-to-date list of Shopify locations.

  6. Select Save.

Now, when you upload stock levels to Shopify, the total level of stock at the Cin7 Omni branches mapped to a Shopify location will become the level of stock at that location. If a branch is mapped to more than one location, then its stock levels will be duplicated across those locations.

Calculate stock levels

In your Shopify integration settings, use Type of Stock Level To Use on Shopify to choose how your products’ Shopify stock levels are calculated. For a description of each option, see Shopify settings.

Optionally, you can also use either Set Buffer Stock or Set Maximum Stock Levels (but not both) to control how your Shopify stock levels are calculated:

  • Use Set Buffer Stock to have a fixed quantity automatically subtracted from your Shopify stock levels.

  • Use Set Maximum Stock Levels to ensure your Shopify stock levels never exceed a fixed limit.

For example, say you have 100 units of stock on hand and have set Type of Stock Level To Use on Shopify to Stock on Hand:

  • If you’ve set Set Buffer Stock to 20, your Shopify stock level will become 80 (that’s 100 minus 20).

  • Or, if you’ve set Set Maximum Stock Levels to 20, your Shopify stock levels will become 20 (because 100 is greater than 20).

Update stock levels

There are two ways of updating Shopify stock levels:

  • Update All Stock, on the Stock Update Status tile on your integration’s dashboard, will update the stock levels of all mapped Shopify products.

  • Update Recent Modified Stock Levels, also on the Stock Update Status tile on your integration’s dashboard, will update the stock levels of Shopify products mapped to Cin7 Omni products whose stock levels have changed since you last uploaded stock levels to Shopify.

 

Most of the time, you’ll only have to run Update Recent Modified Stock Levels, which executes more quickly. However, whenever you reconfigure which branches to upload stock levels from, which locations to upload them to, or how they’re calculated, you’ll need to run Update All Stock.

Automatically update stock levels

Update Recent Modified Stock Levels runs automatically every time you open your Shopify integration dashboard. It also runs automatically after downloading Shopify sales orders if you’ve enabled Auto-Sync Stock in your Shopify integration settings.

Update errors

To view errors from uploading stock levels to Shopify, select Stock Update Errors on the Stock Activity tile on your Shopify integration dashboard, and find out how to troubleshoot common errors.

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